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Document Uploader
This uploader is used by clients or authorized representatives to submit additional documents related to an active funding application, as requested by your loan consultant.
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1
Who is uploading documents?
Client-uploading documents for myself
Broker/consultant uploading documents for a client
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2
Broker/Consultant Name
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3
Client Name
First Name
Last Name
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4
Client Phone
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5
Business Name
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6
Email Address
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7
What is your Federal Tax ID/EIN#?
*
This field is required.
(this is used as your client number in our system)
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8
Select any that you are uploading
(uploader appears on following page)
Business Tax Returns
Business Bank Statements
Personal Tax Returns
Recent Credit Report
Profit and Loss Statement (P&L)
Balance Sheet
Current Debt Schedule
Current A/R Report
Personal Financial Statement (PFS)
Merchant Processing Statements
Real Estate Documents
Other
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9
Upload Your files below:
(Our servers can handle unlimited data size)
Drag and drop files here
Select files to upload
Browse Files
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of
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10
Date
-
Date
Day
Month
Year
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11
Any notes for us?
Huge
Large
Normal
Small
Ok
quote
Created with Sketch.
Ok
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12
IC Rep email
example@example.com
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13
PGS GDrive Folder:
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14
Folder Tag
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Should be Empty:
PGS Additional Docs Uploader
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