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  2. Underwriting - Customers and Partners

Adding Documents Through Your Portal

Submitting documents within your portal is an easy and secure way to send in important applications, government IDs, and void cheques to our Sales Support team. 

     

    Steps to upload a document

    1. Click on Settings > Documents > Add New Document


    2. Select the document type you want to upload from the dropdown menu

    3. Attach the corresponding file. Make sure that any photos and documentation are clearly visible. If not, our team will request that you send new documents and this will delay your overall onboarding process.

    4. Click on Upload