The process for uploading and downloading documents within the Broker Portal is very simple.
Uploading a Document
1. Log into the broker portal and click ‘View’ on the desired application 2. When you arrive at the selected application, scroll down the page to view the option for uploading documents 3. Under the ‘Supporting documents’ section, you should see an option to upload a document. Click this button to continue
Downloading a Document
1. Log into the broker portal and click ‘View’ on the desired settled application 2. Navigate to the right-hand side of the selected settled application screen. Under ‘Credit details’ there is an option to download the contract
An in-depth guide with illustrations for this process is available here.