How to View and Upload Documents as a Client
Overview
The Documents section of the Client Portal lets you view, upload, and download documents related to your mortgage or insurance case. Your adviser can share documents with you here, and you can upload any requested documents directly.
Getting Started
Where to find it: Log in to the Client Portal and click Documents in the navigation menu.
Viewing Your Documents
Navigate to Documents.
If you have more than one product, select the product from the dropdown.
Documents are grouped into categories such as Financial Documents, Identity Documents, etc.
Click on a category to expand it and see the documents inside.
Uploading Documents
Click the Upload button.
Choose the document category and type.
Select the file from your device.
Click Upload to submit.
Your adviser will be able to see the uploaded document.
Downloading Documents
Find the document you want to download.
Click the download icon next to the document name.
Acknowledging Documents
Some documents may require your acknowledgement. When you log in, you will be prompted to review and acknowledge these documents before proceeding.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.