Drop Box
Sending confidential documents should be just that: Confidential. That's why we've built a secure form to send your information to your banker. Fill out the form below to securely submit your documentation!
Frequently Asked Questions
How do I Upload a Document?
In the form below:
- Enter your email address.
- Enter your first and last name.
- Enter your company name.
- Specify who should receive this document.
- Click ‘Browse Files’ and select the document you’d like to send.
- Click ‘Upload’ to send the document. (If you have more than one document to send, refresh the page and begin with Step 1 again.)
What should I put in the 'Deliver To' section?
If you're working with a specific banker, put their name in that spot. If you're unsure who the documents should go to, you can type in a specific department of the bank or simply type 'Other'.
What if I have more than one document to send?
Our portal can only accept one document at a time. If you have multiple documents to send, you'll have to refresh the page and fill out the form again after each successful upload.