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Working with borrowers
Rejecting a document (asking for a better copy)
When a document isn't usable — wrong year, missing pages, unreadable photo:
- On the file page, click Reject… on the item.
- Type the reason in plain words: "This is the 2023 return — we need 2024, all pages."
- The borrower immediately sees that exact reason on their checklist AND gets an email with an "Upload a new copy" button.
The item flips back to the borrower's "Still needed" list. When they re-upload, it returns to your review queue with the AI's fresh verdict. Rejection reasons appear word-for-word — write them the way you'd say them on the phone.