A batch is a group of loan documents you want to process together. To create a batch: 1. Go to Upload > Create Batch 2. Select your queue 3. Give your batch a meaningful name (e.g., "January 2026 Portfolio Review") 4. Choose your upload method ...
As you work, batches move through these statuses: Status What It Means Pending Documents uploaded, waiting to be processed Processing AI is currently classifying and extracting data Extracted Data extraction complete, ready for review Reviewed You've ...
If a batch fails during processing: 1. Check the error message for details 2. Common issues: a. File format problems b. Missing required documents c. System errors 3. Fix the underlying issue 4. Revert to Pending and reprocess
Find specific batches quickly: 1. Click the Search box 2. Enter batch name, loan ID, or other identifier 3. Results filter in real-time 4. Click to open the matching batch
After all folders in a batch are exported: 1. Go to the batch 2. Click Issue Certificate 3. Review the eligibility status: a. All non-failed folders must be exported 4. Sign electronically 5. Generate and download the certificate