You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
announcement close button
Home > LoanBeam FAQs > How to view a copy of the uploaded tax returns in LoanBeam?
How to view a copy of the uploaded tax returns in LoanBeam?
print icon

You can view all the documents uploaded by following the steps below:

 

While viewing the Dashboard, locate the “Files Uploaded” column. There is a number in that column for your application. Clicking on that number pulls up a list of the PDF files names processed for that application. 

 



Please note that these are not the tax form names, but names of the PDF files.  Select the file or files you want to view, and click “Download”. 



This will prompt you to save the PDF/Tiff files on your computer. Once downloaded you can open them with your favorite program.

Feedback
0 out of 0 found this helpful

scroll to top icon