Upload Your Initial Package & Submit for Underwriting — Fast

Move from “disclosed” to “Underwriting Submitted” in a clean, predictable flow. This short walkthrough shows you exactly how to upload your full initial doc package, verify it’s all there, and submit the file for an underwriting decision—without back-and-forth emails or missing pieces.

What you’ll accomplish

• Know exactly what to upload: Grab the Underwriting Submission Minimum Requirements checklist so you never miss a doc.
• Upload in minutes: Drag-and-drop your PDFs (one file or many—any order) and let the system sort them on the back end.
• Keep notes where they belong: Add a brief cover letter in your upload package instead of typing notes in the portal so the underwriter sees it every time.
• Verify at a glance: Use the Uploads tab in eDocManager to confirm your documents landed—great for mid-upload interruptions.
• Submit with confidence: Click Submit to Lender, confirm, and watch your status flip to Underwriting Submitted—then get guided next steps if anything’s missing.

Why it matters

• Fewer touches, fewer conditions: A complete, organized package reduces suspense conditions and redraws.
• Clear ownership: Everything lives in one place (and is easy for your CAM and UW to review).
• Predictable speed: Clean submission → cleaner review → faster decision.

What you’ll do (step-by-step)

1. Open Resources and pull the minimum-requirements checklist for your loan type.
2. Go to Pipeline Management, open your file, then Loan Actions → Upload Documents.
3. Drag-and-drop your package (include a cover letter for the UW; skip portal notes).
4. Confirm files under eDocManager → Uploads.
5. Loan Actions → Submit to Lender, confirm, and you’re Underwriting Submitted.
6. Your Customer Account Manager (CAM) will validate completeness, route to UW, and email you if anything’s missing.