Upload & Submit Conditions in Minutes — with Principle Lending
Cut turn times by following this exact portal workflow to trigger faster underwriting reviews
Tired of files stalling at “UW approved w/ conditions”? In this video, you’ll see the precise clicks to batch, upload, and submit Originator conditions inside the Principle Lending portal so your loan gets back into review fast. No guesswork. No ping-pong. Just a clean file, fewer touches, and faster clears.
What you’ll learn (step-by-step):
- Open the approval: Pipeline → “A” (Approval) bubble → Underwriting Decision letter.
- Focus only on Originator items (skip Lender/Closer/Funder for now).
- Upload correctly: attach docs to each condition (paper + paperclip icon) and verify the clip appears.
- Submit once: Loan Snapshot → Loan Actions → Update Lender after you’ve batched all originator items.
- Alternate path to the letter: eDoc Manager → Findings → Underwriter Decision.
Why this matters: Cleaner submissions → fewer conditions kicked back → shorter cycle times → happier agents and borrowers → more closed loans.