LDPC announces native integration with Microsoft 365.
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Enterprise-grade borrower document collection
Lenders use Documents to delight borrowers, accelerate originations, and bolster compliance.
Sarah Johnson from Montauk Federal Credit Union welcomes you
Thank you for applying for a personal loan with us! Please provide the documents requested below. We will respond with our decision within 7 days.
Government-Issued Photo ID
Utility Bills
Form 1040 (U.S. Individual Income Tax Return)
Schedule C (Form 1040) (Profit or Loss From Business)
Profit and Loss Statement (P&L)
Business Financial Statements
Form 1099-MISC (Miscellaneous Income)
Form 1099-NEC (Nonemployee Compensation)
Client Contracts or Service Agreements
Business License
Bank Statements
Current Mortgage Statement
Credit Card Statements
Application MFCU-8431
Details
| Application number | MFCU-8431 |
|---|---|
| Created | Monday, July 22, 2024 at 10:30 AM EDT |
| Created by | Amelia Bedelia amelia.bedelia@mfcu.org |
| Organization | Montauk Federal Credit Union |
| Last updated | Monday, July 22, 2024 at 2:45 PM EDT |
Requests
| Document profile | Self Employed Personal Loan Profile |
|---|---|
| Document requests | 13, 3 fulfilled |
Invitation
| Inviter | Amelia Bedelia amelia.bedelia@mfcu.org |
|---|---|
| Invited | walter.harris@gmail.com |
| Status | Accepted |
| Accepted at | Monday, July 22, 2024 at 10:59 AM EDT |
Store in drive
Your organization has connected Microsoft 365 to store completed application documents.
Actions
You can mark the application as complete after all requests are fulfilled.
Follow-up
AI
We will scan the application for unfulfilled document requests and write a message.
Document requests
Self Employed Personal Loan Profile
Lend with confidence.
Speak to SalesSecure consumer document upload portal
A beautiful borrower portal
Invite your borrower in one click.
You know your client best. Personalize each portal perfectly.
Meet borrowers on mobile devices, where they want to be.
See the optimized portalSarah Johnson from Montauk Federal Credit Union welcomes you
Thank you for applying for a personal loan with us! Please provide the documents requested below. We will respond with our decision within 7 days.
Government-Issued Photo ID
Utility Bills
Form 1040 (U.S. Individual Income Tax Return)
Schedule C (Form 1040) (Profit or Loss From Business)
Profit and Loss Statement (P&L)
Business Financial Statements
Form 1099-MISC (Miscellaneous Income)
Form 1099-NEC (Nonemployee Compensation)
Client Contracts or Service Agreements
Business License
Bank Statements
Current Mortgage Statement
Credit Card Statements
Document Types and Reusable Document Profiles
Your policies, down to the letter
This name is for internal use. It will not be shown to consumers.
This description is for internal use. It will not be shown to consumers.
Applications created with Self Employed Unsecured Personal Loan Profile will request these 3 documents.
Add to Self Employed Unsecured Personal Loan Profile
- Builder's Risk Insurance Policy
- Business Interruption Insurance Policy
- Contractor's License and Insurance
- FHA Mortgage Insurance Certificate (for FHA loans)
- Flood Insurance Policy (if in flood zone)
- Homeowners Insurance Declaration Page
- Homeowners Insurance Policy
- Insurance Loss History Report
- Key Person Insurance Policy
- Mortgage Insurance Premium (MIP) or Private Mortgage Insurance (PMI) Documentation
Documents® provides over 150 standard types of documentation lenders use to evidence income, debts, assets, and more.
Document Profiles are groups of documents you define and reuse. Build a profile to request the same documents consistently.
Use the platform's industry-standard defaults, or rapidly customize. Launching a new credit product or underwriting policy? Spin up a new profile in seconds.
Learn about customizationsCompliant Personalized Multi-Channel Messaging
Follow up and convert
Documents® looks at your in-flight applications and writes actionable, individualized reminders over email and text. Just press send.
Centrally manage message templates for review by risk and compliance.
Learn about personalized borrower followupsQuality control, audit, and reporting
Fine-grained controls
Audit Log
| Timestamp (UTC) | User | Action | IP Address | Status | Details |
|---|---|---|---|---|---|
| 2025-06-16 10:30:00Z | john.doe@gmail.com | Uploaded document | 98.137.246.8 | success | Uploaded 20251001Payslip.pdf as Single Paystub |
| 2025-06-16 11:15:00Z | jane.smith@springfieldbank.com | Added requested document to Application 90711 | 10.60.123.45 | success | Requested Official Diploma |
| 2025-06-16 13:45:00Z | jane.smith@springfieldbank.com | Added Comment to Single Paystub 20251001Payslip.pdf | 10.60.123.45 | success | Added Comment to Single Paystub 20251001Payslip.pdf |
| 2025-06-16 14:20:00Z | System | Expired Application 90199 | 10.0.1.5 | warning | Application aged past 30-day validity |
| 2025-06-16 15:00:00Z | robert.wilson@springfieldbank.com | Invited consumer to application | 10.60.123.89 | success | Invited consumer Richard Barrows at richardbarrows@gmail.com to Application 90712 |
| 2025-06-16 15:00:00Z | robert.wilson@springfieldbank.com | Uploaded document | 10.60.123.89 | failure | Attempted to upload Scan0031.jpg to Application 90712 as Driver's License |
Comprehensive acceptance checklists for your team. Record a named attestation for each step.
Audit logs for every action carried out by your lending team and your borrower.
Export applications as clean PDFs for record-keeping.
View quality control docs