Navigation:  Loans > Loan Screens > Investor Reporting Screen Group > Investor Portal > Investor Portal Loan Information Screen > Documents tab

This tab on the Investor Portal Loan Information screen displays a list of files, images, and documents attached to the account as maintained by the loan servicing institution. The list itself displays the file name, institution-defined categories/subcategories and descriptors, and file size.

 

A Filter text box is available to use for searching the list. Enter search terms in this box, and only files containing the indicated terms (in any column) will appear in the list.

 

To the right of each item in the list, the Actions button allows the investor to:

 

•View a copy of the document in their browser

•Download a copy of the document onto their computer

•See basic History about the document, such as upload dates and descriptions

 

Investors may be granted access to original unedited documents, or the documents they view and download may be watermarked. Contact the institution for further questions about attached documents.