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Sales Upload File Structure

Pick the right folder to upload docs and what happens when you do.

Alex Cornwell avatar
Written by Alex Cornwell
Updated over a year ago

When uploading a file, use the correct folder so it is directed to the correct department in servicing.

Enrollment Addl Docs = Docs requested by servicing

Enrollment Docs = Signed Proposal

Sales Creditor Supporting Docs = Statements and balances of accounts that are part of the proposal.

Global/Bank Supporting Docs = Use for establishing banking requirements. Including SSN, Address Verification, & Banking Information.

Sales Legal Docs = Legal documents that are to be provided to the attorney. These include case docs, summons, attorney communication.

Department notification: After the document is uploaded to the corresponding department a notification will go to the department regarding the document.

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