How do I add missing documents to an existing application?




Walk Through

On the lower part of the Cover Page of the output file, there is a column named List of Tax Forms Missing.
As the name indicates, it will tell you which forms are missing and need to be added.

There are two ways to add missing documents.

From LoanBeam

From the Dashboard, select the application that is missing documents. Click the "Edit" button on the top right of the page.

After you clicked the edit button, you can click on the "Browse" button in order to add more files.

Once clicked you will be prompted to select the files you want to add. Once selected just press the "open" button

Now that you have added a few files (files that were newly added are in green), press the "Update" button in order to upload them.

From the Output File in Excel

First locate the LoanBeam Add-In tab in the Excel ribbon. Once located click on it.

If you are not logged in, just click the "Login" button and then enter your credential in the popup window.


Once logged in, just click on the "Add New Documents" button


This will popup a new window that will allow you to select files. Press on the "Browse" button to look for files.

Now just select the files you are missing and once you have selected them click "open".

Now you just need to click "Submit" in the blue window and the additional documents will get uploaded.

You have now added files to your application. for more info on what to do next, see What happens after I upload additional documents?

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    thanks for the tutorial, much easier than I thought!