Review each uploaded file from the application record.
All features
For loan officers checking borrower files
Document Review Workflow
Approve, reject, or request resubmission for each uploaded file with a clear status trail.
How document review works in LoanPress
LoanPress keeps documents connected to the application they belong to. Staff can see what is complete, what needs attention, and which files require borrower action before a decision is made.
Faster KYC checks
Clearer borrower requests
A better audit trail for staff decisions
Approve, reject, or request resubmission with a reason.
Notify borrowers when a document needs correction.
Track who reviewed each file and when the action happened.
Make application completeness visible before approval.
A workflow staff can follow
The feature is connected to borrower records, officer actions, and the status history that keeps lending work organized.
Inspect
Staff open the borrower record and review uploaded documents alongside the application details.
Decide
Each file can be approved, rejected, or sent back with a clear reason.
Follow up
Borrowers see the request in their account area and can upload the corrected document.
Related LoanPress features
Explore the connected modules that help this workflow move from borrower intake to final loan management.
Application intake
A guided front-end form that captures borrower details, loan terms, KYC, and documents without sending clients into wp-admin.
Read featureDiscussions
Keep borrower messages, staff replies, and internal notes attached to the application record.
Read featureBorrower security
Keep client activity on front-end pages while protecting each borrower record with strict access checks.
Read featureWant to test document review yourself?
Open the demo site and walk through the same workflow from borrower and staff views.