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: 

  1. Enter your email address.
  2. Enter your first and last name.
  3. Enter your company name.
  4. Specify who should receive this document.
  5. Click ‘Browse Files’ and select the document you’d like to send.
  6. 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. 

Upload your document here: