Request Manual Report Submission

If a report submission fails with an error you cannot resolve, you can ask the lender to submit the report manually. This guide explains how the feature works and the steps to follow.

Where to find the button

The Request Manual Submission button lives on the report details page:

1. Open the assignment.
2. Find the Completed Reports section, below Notes.
3. Click View Details on the most recently uploaded report.
4. On the report details page, the Request Manual Submission button appears near the feedback.

Clicking it opens a dialog with instructions and a step-by-step guide.

Always request from the most recent report. If you request a manual upload and then upload a new report afterwards, the earlier request is archived and the lender will not act on it — you have to request again from the newest report.

Steps to Proceed

1. Verify Your Report Ensure you have uploaded the correct report file and that it is accurate and complete.

2. Attempt to Resolve the Error Review any system feedback and, if possible, make corrections to the report. If you can’t resolve the error, continue to the next step.

3. Add Note Explain why the error cannot be resolved on your end and why you need the lender to upload the report manually.

4. Request Manual Submission Click the Request Manual Submission button in the dialog. Your lender will be automatically notified - no need to send emails or upload additional files.

   When the manual upload request is received by the lender, the status will automatically change to "Manual Upload Requested".

Important Notes

• You do not need to contact the lender directly or send files by email.
• You will receive an email confirmation after your request is processed.
• The system will capture the original submission date as the official upload time.
• If further information is required, your lender will reach out to you.