The partner documents tab mirrors the borrower documents tab but is built for the loan-officer-to-realtor relationship instead of the loan-officer-to-borrower relationship. It holds files you and your team have uploaded for partners, files partners have submitted through their partner portal, and any e-signature requests routed to partner contacts. Three operational details are worth knowing: file restoration from a deleted-documents view, IP-address capture on every signature, and a request-again button that renews stale signature requests without starting over.
Partner documents serves the same function for realtor and partner relationships that the borrower documents tab serves for borrower files. From the walkthrough: “Many different types of information need to be maintained and tracked in detail when working with partners for your mortgage loans” [XowYtngChKU m0]. Examples of what lives here: co-marketing agreements signed with a realtor, branding assets that partner has uploaded for use in co-branded campaigns, partnership terms documents, referral tracking attachments.
If you treat your realtor partnerships seriously, this is the screen where the relationship audit trail lives.
What shows up in the storage and sharing list
“The first area that will appear here is the document storage and sharing list. This list will show files that you and other users have uploaded, as well as those submitted via partner portal” [XowYtngChKU m1].
So the list combines two sources: your team’s uploads (you, your assistant, your processor) and any documents the partner pushed up through their partner portal (a realtor uploading their headshot, their new brokerage logo, or a co-marketing flyer they want included in joint campaigns).
File metadata and sharing visibility
Per file, the screen exposes a useful set of metadata. “Details about each file will display below, including who uploaded it and when, its size and description, and whether it has been shared with any other participants” [XowYtngChKU m2].
The “shared with other participants” detail matters when you are coordinating across multiple partners on a single transaction (e.g., a buying agent, a listing agent, and a builder rep on a new-construction file). The share visibility lets you see which file has been pushed to whom, so you do not accidentally re-share something or miss someone in a partner group.
The deleted-documents view (and why it exists)
One feature loan officers almost never know about until they need it. “You can also view any recently deleted files by clicking deleted documents above. From this list you can restore documents to the previous storage or permanently delete them from your crm” [XowYtngChKU m3].
Real scenario where this saves you: a teammate accidentally deletes the signed co-marketing agreement on a high-value realtor partnership. Without the deleted-documents view, that file is gone and you have to ask the realtor to re-send. With the view, you click into deleted documents, find the file, and click restore. The agreement is back on the record in seconds.
The same screen lets you permanently delete files that should not be recoverable (e.g., outdated drafts that have been replaced by signed final versions). Two-level deletion is the right pattern for a compliance-sensitive system.
E-signature workflow for partners
Signature requests work the same as on the borrower side. When you request a partner signature, the system tracks who you sent it to, the requested date, and (once signed) the IP address of the signer.
From the walkthrough on the renewal pattern: “[Click] the request again button, which will renew the requested signature date for that document” [XowYtngChKU m4]. So when a realtor partner has not signed a document by the requested date, you click renew, the system pushes a fresh request through their partner portal, and the requested date updates. Same one-click renewal pattern as the borrower side.
Pending signatures and the visibility detail to know
One small but important detail on pending signatures. “Pending documents will show the requested signer’s name, but the ip address and download link will not be [available until signed]” [XowYtngChKU m4]. So the screen distinguishes pending state (name shown, IP and link hidden) from signed state (name, IP, and link all visible). This is the audit trail you want for compliance.
A specific scenario: realtor partner audit before a quarterly review
Before a quarterly partnership review with a top-three realtor, an LO opens the partner record and clicks documents. They see:
Signed co-marketing agreement from January (status: signed, IP captured, file accessible).
Two co-branded property flyers shared with the partner (status: shared with partner, last accessed timestamp visible).
One pending signature on the updated 2026 partnership terms (pending state, requested 11 days ago, no IP yet).
Deleted documents view shows three older versions of the flyer template that were replaced.
The LO clicks request again on the pending terms signature, the partner gets a fresh notification, and signs within an hour. The quarterly review opens with the partnership terms current and the IP audit trail intact. Without the documents tab structured this way, this would be a spreadsheet someone keeps in OneDrive that nobody trusts.
How this connects to partner portals
The partner documents tab is the LO-side view; the partner sees the same files (or just the ones you have shared) through their partner portal. When a partner uploads a file through their portal, it appears in this list with the uploaded-by attribution set to the partner. When you upload a file and tag it as shared with the partner, the partner sees it in their portal with appropriate access.
The partner portal is configured separately under options. The documents tab is where the file activity lands once partner portal access is in place.
Honest limits
Partner upload requires partner portal access. If the partner has not been invited or has not activated their portal, they cannot push files up. You have to send the partner portal invite first.
The deleted-documents recovery window is bounded. Recently deleted files are recoverable, but the recovery window is not infinite. Permanent-delete is exactly that. Plan accordingly for critical files.
E-signature compliance is the system feature set, not your compliance review. Confirm with your compliance team that IP capture plus requested date plus renew controls meet your state e-sign requirements for partner-facing documents (some states treat realtor co-marketing agreements differently than borrower disclosures).
Document size limits apply on partner uploads. Large files (multi-megabyte scanned PDFs) may need to be split, same constraint as borrower documents.
See partner documents on a live partner record
To watch the deleted-documents recovery and renew-request workflows on a sandbox partner record, request a demo and ask the team to walk through the partner side. The partner portal page covers the partner-facing experience.
