Loan documents and tasks keep supporting materials and follow-up work connected to the loan record.

Loan Documents

Use loan documents for files that apply specifically to a loan.

Examples include:

• Loan agreements
• Closing documents
• Servicing correspondence
• Payoff support
• Compliance documents
• Mortgage interest statements
• Funding support

Choosing the Right Document Location

Upload files to the most specific record that matches the file.

Use:

• Client documents for household-wide intake or eligibility files
• Property documents for property-wide files
• Loan documents for loan-specific files
• Work plan documents for rehabilitation scope or contractor files
• Work item photos and documents for construction line item evidence

Loan Tasks