This guide explains how to sync your loan application documents with third-party storage providers.
Supported Storage Providers
- Google Drive
- OneDrive
- Dropbox
Benefits
- Automatic backup of all loan application documents
- Easy document access and management without logging into etrafficers
Setup Instructions
Before You Begin
Ensure you have an account with one of the supported storage providers (Dropbox, Google Drive, or OneDrive).
Connection Steps
- Log into your etrafficers account
- Click "Company" on the left-hand side
- Select the "Integrations" tab
- Locate your preferred storage provider
- Click the "Connect" button
- Sign in to your storage provider account when prompted
After Connection
- Document syncing begins automatically
- Initial backup time varies based on document volume (from minutes to days)
- Documents are stored in a folder named "Mortgage Websites"
- Files are organized by borrower within the main folder
To locate your documents, search for "Mortgage Websites" in your storage provider's search bar.
Note: You can access your stored documents directly through your storage provider without logging into etrafficers.