Manual > Pipeline > Upload

The Upload function is provided to quickly and easily get loan applications from other formats into the system.

To upload an application, go to the main pipeline and at the top of the page click the "Browse..." button to locate the file.
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The following file types are supported for upload:
Calyx Point
Genesis
Fannie Mae

After you've located the file to upload you will have to assign the application to the loan agent. (This is either the loan officer or account executive)


All that left to do is click the upload button!