How do I upload documents? | Happen Bank

How do I upload documents?

Last Updated June 8, 2023 2 min read

Once you submit your application, we may ask you for additional paperwork to verify your information.

Check out your To-Do List to see if we've requested that you send us any documents. If we have, the fastest and easiest way to submit them is to upload them right into your account. Here’s how to do that:

Uploading from your computer

To upload documents from your computer:

  1. Scan or take a picture of the document, and save it on your computer.
  2. Double-check that the image is clear, legible, and includes the whole page.
  3. Sign in to your Member Center.
  4. In your To-Do List, click the document you want to upload.
  5. Click Choose files to select the file you want to upload or drag and drop the file from your computer.
  6. If you want to submit additional pages or documents, simply click Choose files or drag and drop the other files from your computer instead. You can upload up to 20 separate files for each document type.

Uploading from a mobile device

To upload documents from your mobile device:

  1. Sign in to your Member Center.
  2. In your To-Do List, tap the document you want to upload.
  3. Tap the + icon at the bottom of the screen.
  4. Upload the document by taking a photo, selecting an image from your photo library, or browsing for the file.
  5. If you want to submit additional pages or documents, tap Upload another. You can upload up to 20 separate files for each document.

Faxing documents

To fax documents call us toll-free: 888-596-3157 for information

Monday – Friday: 5am – 5pm PT

Saturday: 8am – 5pm PT

Tips on uploading

Follow these tips to make sure your documents are ready for review:

Confirming we received your documents

When we receive your documents, the status in your To-Do List will reflect that we have them. We get notified automatically and will start reviewing them. We’ll be in touch if we need anything else.