Mobile Help Center

To-Do List Page

Work Ahead

  1. On the app homepage, scroll down and tap "Work Ahead," located below your To-Do List.
  2. From here, you can upload and send documents that are not on your to-do list.
  3. Select which document you would like to upload from the list (Example: Borrower ID, Paystubs, W2s/1099s, etc.) then tap "Upload File."
  4. Once your file has been uploaded, tap "Upload Documents."
  5. You will then see a prompt saying that your document(s) were successfully uploaded.

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