Resolve missing documents

Resolve a loan flagged with missing documents by reviewing the Missing documents alert and uploading the required document types to complete its package.

When one or more required documents are absent from the uploaded package, the loan detail view shows a Missing documents alert listing the document types that need to be provided.

Prerequisites

• You are a member of the Business User Group and have access to the QA/QC application.
• The loan you want to update shows a Missing documents alert in its detail view.
• You have the missing document files available as PDF, JPG, JPEG, PNG, or ZIP files.

Steps

1. On the Loans tab, open the loan whose documents you want to manage.
2. In the Loan documents card, select Manage documents.
3. Review the missing document alerts and, if needed, select Upload documents to add new documents.
4. In the file upload area that appears, drag and drop the missing document files, or select the area to browse and select files.
5. Confirm the upload.

Result: The system re-runs the classification and extraction pipeline for the new documents. The missing documents alert updates to reflect any document types that are still absent. If all required documents are now present, the Missing documents alert clears and the documents appear in the checklist.

Related topics

• Quality control workflow
• Add a loan
• Review a document