Safely send documents to Julie
Secure Document Upload
To help protect your personal and financial information, Julie uses a secure document portal instead of standard email for sensitive documents.
Whether you’re uploading pay stubs, tax returns, bank statements, identification, or other requested documents, the portal helps ensure they are delivered securely to Julie and her mortgage team.
Access Secure Upload Portal (opens in a new tab)Before you upload
What to Expect
When you access the portal, you may be asked to:
- 01
Enter your name and email address
- 02
Verify your identity
- 03
Select and upload your files
- 04
Submit your documents securely
These steps help ensure your documents are matched to the correct loan file and protected throughout the process.
Your information matters
Why Use the Secure Portal?
Keep sensitive records in the mortgage team’s designated document portal.
- Safer than sending sensitive documents by email
- Documents go directly to Julie’s mortgage team
- Helps protect your personal information
- Fast and convenient from any device
Your documents. The right destination.
Ready to Upload?
You may be asked to provide basic information before uploading documents. This helps verify your identity and deliver your documents securely to the correct loan file.