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How can I submit documents for underwriting?

You can submit underwriting documents directly in your Portal or through the API.

    Through the portal:

    First log in and follow these steps:

    1) Select “Settings” from the menu on the left side of the page

    2) Click on the “Underwriting” tab

    3) Select the type of document you would like to upload using the drop-down menu “Underwriting Type”

    4) Attach a file, then click on “Upload”