How to Upload Documents in the Partner Portal

How to Upload Documents in the Partner Portal



  1. Click here to Sign In.
  2. Click on the Document Hub tab.
  3. Click New.
  4. Select File Upload or Folder Upload from the drop-down menu. 
  5. Select the file/folder to upload and click Open (for Mac).
    NOTE: Alternatively, you can drag and drop the file/folder from your computer to upload.

    • Related Articles

    • How to Submit a Loan to Perci

      Click here to Sign In. Click on the Loan Pipeline tab. Click on the + button on the bottom right of the screen. Fill in the Important Contacts section. NOTE: If the Borrower, Co-borrower or Escrow/Title contact is not already in the system, you will ...