To-Do List Page
Work Ahead
- On the app homepage, scroll down and tap "Work Ahead," located below your To-Do List.
- From here, you can upload and send documents that are not on your to-do list.
- Select which document you would like to upload from the list (Example: Borrower ID, Paystubs, W2s/1099s, etc.) then tap "Upload File."
- Once your file has been uploaded, tap "Upload Documents."
- You will then see a prompt saying that your document(s) were successfully uploaded.
Accepted File Types:
- Portable Document Format (.pdf)
- Word Docs (.doc, .docx)
- Images (.jpg, .jpeg, .tiff, .png)
- XML Paper Specification (.xps)
- Text Files (.txt)
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Still have questions? Reach out to your assigned Loan Officer or Contact Loan Butler Support