Lenders may request additional documents if they need more information in order to make their decisions. RealAtom consolidates lender document requests so that you are not overwhelmed by the same requests.
Document requests are delivered to you via email, in your dashboard notifications, and in the loan request.
Add documents via the dashboard notification
In “Recent Activities,” navigate to the “New Document Request,” notification
Click "Add to Loan Request" to respond to the document request
Choose the file from your local directory
Click the lock icon to require lenders to sign a confidentiality agreement in order to view the document.
You can also choose to share it privately instead of just posting it to your full loan request
Add documents via the loan request
You can also click directly into your loan request via the Pipeline. The New Documents Request will show up at the top of your pipeline.
Follow these steps to add the documents:
Click "Upload Document" to add a new document
Select the file from your local drive