FAQ: How do I upload my E&O?

Q: How do I upload my E&O?

A:

• Navigate to your User Profile by clicking your username and selecting Account Settings.

• Click the Policy/Forms tab.

• Click ADD Insurance Certificate to open a new entry row.

• Complete the required fields using dropdowns and text inputs:    

  • Insurance Type

  • Provider

  • Policy Number

  • Expiration Date (use the calendar modal)

  • Coverage Amount

• Click Upload Certificate and select your insurance document (PDF format recommended).

• Click the checkmark icon to save and finalize the upload.

• To edit an entry, click the pencil icon. To remove it, click the trashcan icon.

• Ensure only numeric values are entered in the Currency field—avoid symbols or letters.

• Manually entered dates will auto-correct to placeholder values; always use the date picker.

• Uploaded certificates are stored in your profile and accessible to lenders on the platform.