Document upload

Upload documents, but sort the file before you throw it forward.

The stronger the document set, the more reliable the next assessment becomes. This page is not just a file drop. It helps decide which document bucket matters first and what that upload unlocks next.

Organize firstRoute by scenarioMove into status after upload

Mobile upload tip

Start with identity and income evidence because they usually unlock the fastest clarity.

Phone photos, PDFs, and image files are all supported.

Once uploaded, move straight into status tracking without hunting for the next page.

Borrower continuity rail

Keep precheck, upload, status, and account on one borrower path

Checking whether this borrower path is already connected to an account.

Current step: Upload

Collection notice

Why we collect borrower information here

Purpose

Used for borrower readiness review, document organisation, follow-up, and case routing. It is not a formal credit decision.

Required fields

Name, email, and the key facts for this path are core fields. Without them we may not be able to continue precheck, upload review, or follow-up.

If incomplete

If the supporting file is incomplete, the case should remain in repair or manual review instead of moving forward automatically.

Follow-up

The team should only use this submission for follow-up when you request or permit that follow-up.

Cross-border

Storage, notifications, or AI processing may involve cloud vendors outside your home jurisdiction.

AI support

AI output is used for triage and next-step guidance only, not as a standalone lending decision.

Choose a scenario first

Build the basic file first

Best when the borrower has not yet worked out which bucket matters most. Start with the universal file set.

Upload Documents | Corteran