Click "#22070701" Locate your loan either on the Dashboard or in the Pipeline.

Click the "Name" field. Enter what you are requesting from the consumer. 

In this example, we are requesting 30 days of paystubs. Users can also choose a priority if they wish.

Click here to un-toggle personal so consumer choice can become available.

Click "Income" This is important to choose the right option as the system will automatically index the uploaded document once approved by the user.

Click this button to set a due date for the requested document. 

Choose an applicable date from the calendar. 

Click the "Description" field if required to appear in the POS to the consumer.

This guide will show how to assign a task to the consumer to appear in the POS.

How to assign tasks to the consumer.