Uploading your Loan Docs

The Process

To upload documents for review, navigate to the E-Docs tab.

Choosing Document Type

You will not be able to upload until you select a Doc Type. Under the red X, click on Select Doc Type to choose a document label. 

Next, choose the Broker Upload folder to view the correct document labels.

IMPORTANT: Brokers should not upload to any other folders. View Only folders allow you to download and access your JMAC issued loan disclosures, approvals and suspense certificates, lock confirmation and other important documents.

From the document type list, choose the document label that applies to your upload.

Uploading a Document

Now, the Choose File button is available to upload the documents from your computer. We recommend uploading all your documents as one pdf instead of separately as individual documents. 

If you have multiple documents, click +Add Doc to add another document upload and repeat the steps above to select a doc type and document. You can upload up to 6 documents at a time.

Click Upload Docs when you have added all the documents. The E-Docs portal cannot upload packages larger than 50MB. If your internet connection is slow, any files over 30MB may error when uploading.

The Document List tab contains your uploaded documents as well as JMAC issued documents. View Only folders allow you to download and access your JMAC issued loan disclosures, approvals and suspense certificates, lock confirmation and other important documents.

IMPORTANT: You will lose access to your uploaded documents during underwriting and funding review.

You will have a history of every loan approval and suspense certificate, lock confirmations and JMAC issue disclosures in your Document List. JMAC may upload the following documents to these View Only folders:

What's Next?

We are not automatically notified when these documents are uploaded. We will only be notified when you request review. To request review, you should either resolve the appropriate task or use the submission or underwriting buttons.

IMPORTANT: We recommend uploading all your documents prior to resolving the task or clicking the button. Any conditions uploaded after the task or button is resolve may not be reviewed at the same time.

To learn more about tasks and underwriting review, please read Resolving Tasks.

Have more questions? Submit a request