SideKick

SideKick Overview
Idea Documents, Notes, UW Conditions reference certain Locations in the Application, such as the Primary Borrower, an Appraisal or an Income Source. SideKi...
Mon, 6 Jul, 2026 at 9:55 AM
SideKick Configuration
The SideKick can be individually configured: Documents Viewer Behavior Configuration on how Documents are viewed upon double-clicking Pop up -&...
Tue, 25 Aug, 2026 at 12:29 PM
Screens the SideKick is Available
Documents, Notes, and UW Conditions reference certain Locations in the Application, such as the Primary Borrower, an Appraisal, or an Income Source. The Sid...
Wed, 19 Aug, 2026 at 9:32 AM
SideKick Underwriting Conditions
Underwriting conditions can be created directly in the SideKick within the specific section they relate to. Issuing Conditions directly from the SideKick is...
Thu, 27 Aug, 2026 at 12:07 PM
SideKick Document Request
SideKick keeps all loan documents organized in the correct location. This helps Underwriters create conditions, review documents faster, and speed up the ap...
Tue, 25 Aug, 2026 at 12:58 PM
SideKick Document Upload
SideKick keeps all loan documents organized in the correct location. This helps Underwriters create conditions, review documents faster, and speed up the ap...
Tue, 25 Aug, 2026 at 12:42 PM
Indexing Documents in SideKick
SideKick keeps all loan documents organized in the correct location. This helps Underwriters create conditions, review documents faster, and speed up the ap...
Tue, 25 Aug, 2026 at 1:20 PM
SideKick Notes
Users can add notes directly in the SideKick for any section of the loan. Each note shows who added it and the date and time it was created. To add a new...
Tue, 25 Aug, 2026 at 12:32 PM
SideKick Other Section (Borrower Related)
The section called ‘Other’ allows you to upload additional documents and conditions related to that area. For example, you can upload documents that appl...
Tue, 25 Aug, 2026 at 1:25 PM
SideKick Document Upload, Requests, and Indexing
SideKick keeps all loan documents organized in the correct location. This helps Underwriters create conditions, review documents faster, and speed up the ap...
Tue, 1 Sep, 2026 at 10:43 AM