DannyMurphy_WB
Danny Murphy

SVP / Branch Manager, NMLS# 313949

Address: 10800 Midlothian Turnpike Suite 206, Richmond, Virginia 23235
O: 804.897.9120 M: 804.651.4939 F: 804.419.8160

Your Local Industry Expert.

At C&F Mortgage, rest assured we are focused on you. C&F was built on the simple truth that when we pay attention to people and the community, we can make a difference. We are here to guide you on your pathway to home financing from start to finish.

Contact us today to learn more about the mortgage process and how we can work together on your journey to home financing.

Customer Reviews

  • Extremely easy, very respnsive
    5.00
    Timothy N.
  • Amazing and fast
    5.00
    Nadine A.
  • We had a great experience working with Danny and is team. They were very responsive, professional, and consultive throughout the entire process. Very happy and will return in the future!
    5.00
    Winston C.
  • I had a great experience working with Danny. He was very helpful, understanding and professional.
    5.00
    Mayssoun M.
  • This is the best company I have ever worked with, and I appreciate everything they have done for me.
    5.00
    Mohammad A.
  • Danny and his team do a great job!
    5.00
    Robert S.
  • Other than the length of time it took, due to the overwhelming demand, we were kept informed, and when completed, all's well that ends well, and it did. Danny andRead more
    5.00
    Herbert C.
  • Services was efficient... I received a great rate on my loan and all questions answered when asked..
    5.00
    Kareen S.
  • Danny Murphy and his team were very professional, knowledgeable, and extremely helpful. All questions I had were addressed immediately and the process was seamless in getting a mortgage. I’m extremelyRead more
    5.00
    Kathleen A.
  • Consistent and polite service. Delivered on everything promised. Excellent experience.
    5.00
    Thomas G.
  • Great people!
    5.00
    Byron L.
  • Danny and his team made the refinance process simple, quick and painless from start to finish. The online portal for uploading documents is very user-friendly and saves a lot ofRead more
    5.00
    Mary G.
  • Danny made this experience pleasant and simple! He and his team supplied great communication and service!
    5.00
    Carlton A.
  • Both Danny and Anne were professional and responsive. It was a pleasure to work with them both.
    5.00
    Robert S.
  • All paperwork was made very easy to keep up with and accomplish digitally, which was very appreciated during the pandemic to minimize contact.
    5.00
    Todd E.
  • Danny was incredibly helpful and kind. I had never handled a refinance and Danny took the time to walk me through it. I would highly recommend him to everyone - in fact, I already have! Thanks Danny!
    5.00
    Daniel J.
  • Danny was first class all the way through the process.
    5.00
    Karen R.
  • Easiest RE Finance/Mortgage experience I have ever had. It was painless and exceeded expectations.
    5.00
    Jessica E.
  • Outstanding service, great team to work with and always there to help.
    5.00
    Balraj S.
  • Danny and his team were fantastic to work with through every step of the process! My wife and I knew that they had everything under control and had our best interest in mind at all times.
    5.00
    Ryan B.
  • Danny was attentive and easy to work with. He answered questions in a timely manner and dug into issues to help sort things out along the way. Thanks Danny
    5.00
    Baron M.
  • Danny is knowledgeable and always answered any questions I had along the way. He locked in a great rate and he also made some good suggestions, gave me my optionsRead more
    5.00
    Katherine L.
  • Everything was quick and easy was quoted a rate and that’s what I got Everyone there is very pleasantl
    5.00
    William J.
  • Ease and speed of the underwriting process.
    5.00
    Robert V.
  • Danny and the team were very quick to make everything happen during the entire process. They communicate very well, are VERY HONEST and easy to work with. They made theRead more
    5.00
    Bryce F.
  • Danny and his team provided a fantastic experience end-to-end!!
    5.00
    John M.
  • Danny and Anne were easy to work with.
    5.00
    Sally K.
  • Anne Clarke is the best! She was extremely helpful and made the whole process easy!
    5.00
    Nicholas A.
  • Anne was amazing to work with! She was detail oriented, kind, prompt, and made the process so easy for us!
    5.00
    Charis L.
  • Danny was very knowledgeable and accessible and helped us every step of the way in buying our first home.
    5.00
    William S.
  • From the moment I called, I felt a sense of honesty. Danny was honest with me, informative, and he allowed me to ask the most minute questions. I also hadRead more
    5.00
    Edward M.
  • Information clearly provided. Good response to questions when asked.
    5.00
    Jennifer L.
  • It was a real pleasure working with Mr. Murphy and his team during the process of buying our new home. He was very responsive to our questions about the process.Read more
    5.00
    Michael J.
  • Danny was great to Work with. He kept me informed throughout the whole process and really made it easy for me.
    5.00
    Lynn M.
  • Mr. Murphy was always in communication with me through the process of my loan. Any questions I had anytime of the time he had an answer for me. When itRead more
    5.00
    Anastasia D.
  • Most of our contact was with Anne Vandeweghe. She was superb.
    5.00
    John R.
  • Constant and clear communication and updates on the loan process
    5.00
    Leonardo F.
  • Danny was very responsive and flexible with working with us during the extended process. Thank you!
    5.00
    Paul M.
  • Danny is the BEST !! He’s knowledgeable, responsive and communicates through the whole process. I would recommend him to anyone, anywhere, anytime.
    5.00
    Robert E.
  • He is very helpful person.
    5.00
    Bishwa K.
  • Great rates and great service.
    5.00
    Andrew A.
  • Danny and his team were great to work with.
    5.00
    Christopher R.
  • Danny did an awesome job; kept us informed and the transaction was made very easy. Thanks for all you did!
    5.00
    Steve G.
  • The staff at C&F were very quick to respond to my questions when I reached out to get clarification about a portion of the loan paperwork. I had plenty ofRead more
    5.00
    Ian S.
  • Danny made our experience extremely easy. Answered all of our questions quickly and was able to get us pre approval quickly. The app for C&F helped with keeping us organized through the entire process.
    5.00
    Kelley M.
  • Danny was honest, straightforward and made the home loan process a lot less intimidating. I would highly recommend him as a loan officer.
    5.00
    Brian E.
  • Danny was extremely quick and communicative from the get go. I plan to send everyone I know that's planning to buy a home his way!
    5.00
    Jade V.
  • Danny was always available to answer my questions and was very patient when I asked for pricing and program options. I really appreciate everything that Danny and team did for my during this process.
    5.00
    Kelly A.
  • Danny Murphy went above and beyond in helping us secure a loan and made numerous adjustments as we changed our budget and dealt with two contracts. I couldn’t have askedRead more
    5.00
    Monica W.
  • Danny and his team were always able to answer questions even during off hours. They're able to quickly overcome obstacles and work through issues with speed and accuracy.
    5.00
    Ronald R.
  • Danny Murphy came highly recommended and was an absolute boon to my wife and myself during our home buying process. He and his team were very attentive and communicated withRead more
    5.00
    Ian M.
  • We had a lot of issues with the sale on the seller's side. Danny and his team (Anne Vandeweghe especially) when over and beyond to get my deal done. DannyRead more
    5.00
    John T.
  • Good communication with all the folks I worked with. All were knowledgeable and answered all my questions in a timely manner. Great customer service and I was very pleased with the ease of providing needed information requested.
    5.00
    James J.
  • Everything was communicated quickly and efficiently, and it was simple to upload the requested documents. Danny and Anne both followed up on requests for special wording in 2 different pre-approvalRead more
    5.00
    Michelle R.
  • He walked me through every step of the way!!
    5.00
    Deborah M.
  • Danny was great, he was with me the whole way. this was a different type of home loan because we didnt use realtors so Danny was probably doing more thenRead more
    5.00
    Daniel W.
  • Danny went above and beyond to make sure we closed on time and had all the information we needed in a timely manner! Thanks for everything!!
    5.00
    Margaret H.
  • What a complete team!!!!! Danny and his staff worked tirelessly to make sure I closed on our house on the contracted day and that was 30 days from the agreedRead more
    5.00
    Stephen J.
  • Danny and his entire staff were extremely helpful! We would definitely work with them again!
    5.00
    Kelly S.
  • Danny’s entire team was amazing. I would and have recommended him to everyone.
    5.00
    Kevin J.
  • Danny was very communicative with us throughout the entire mortgage loan process. Made it easy and stress free!
    5.00
    Kimberly C.
  • The app was easy to use, communication was consistent through the app and also with loan officers, and we always received fast responses to our questions! I didn’t know the loan process could be so easy!
    5.00
    Lauren A.
  • I enjoyed working with the whole team. Everyone made it very clear what was needed, explained the process and timeline. They were so thorough I did not need to ask a question. I would very much recommend.
    5.00
    Elizabeth C.
  • It was easy and i didn't have to resubmit the same paperwork over and over again.
    5.00
    Rebecca M.
  • Danny and his entire staff that worked on my loan were exceptional. They kept me informed, did whatever was necessary to make this loan process as painless as possible. ThisRead more
    5.00
    Daniel D.
  • Danny was amazing to work with! Very communicative and prompt!
    5.00
    Breann R.
  • Danny and his team were quick to respond to any and all questions. All documents that I submitted were reviewed and my file was updated very quick. I didn’t knowRead more
    5.00
    Laura J B.
  • Quick, efficient, no BS
    5.00
    Philip Brian C.
  • It’s the circumstances of my personal situation, this took months to complete
    5.00
    Dione Y T.
  • All communication was prompt and straight-forward.
    5.00
    Stephen M W.
  • This is my 4th time using Danny for mortgage loans and refi and it always goes smoothly!
    5.00
    Raymond E J.
  • Had a friend buying house same time as me my process was a piece of cake compared to hers I'm glad I chose C & F Mortgage versus going with the first lender that approved me
    5.00
    Jolisa Marie W.
  • Danny is great to work with, very responsive and always a pleasure to talk to. Thanks Danny
    5.00
    Baron Maxwell W.
  • Danny was great and willing to answer all my questions/concerns.
    5.00
    Betty Jo N.
  • Danny and his crew hands down are the best
    5.00
    Jay Lindell W.
  • Good Communication. All the paper work was done without any mistakes. The whole process took a very short time. Job well done.
    5.00
    Martha K.
  • Danny was very communicative and always made us feel that we were being taken care of.
    5.00
    Peter Kairu G.
  • The overall support, patience, guidance through the process with courtesy and treating me like family.
    5.00
    Deanna Makishma E.
  • It was very great Danny help me The whole process approaching my home
    5.00
    Jennifer P.
  • Danny was incredible and made the loan process happen in a timely manner. We wouldn't choose anyone else!
    5.00
    Jonathan H E.
  • Danny was thorough and answered all of our questions throught the process. This is the second time we have gone through a refi with Danny and he's been awesome. Thanks!
    5.00
    Matthew H.
  • Being from out of town, Danny and the C&F teams was wonderful. For two months we was check on until we found a home.
    5.00
    Arthur L W.
  • Communication and ease of sending documents
    5.00
    Deborah B.
  • Danny kept me informed on the status of my loan and also educated me on the different options we had until we found the one that would work best forRead more
    5.00
    Tessa Elizabeth M.
  • Great service and quick communication. The only negative was that Bay Title did not wire distributions. They did, however, overnight materials to me.
    5.00
    Athalie J L.
  • Danny is the Man! In today’s market, it is absolutely critical to have lender that can deliver on their promises. Danny and his team (big shoutout to Anne Vandeweghe) wereRead more
    5.00
    Cooper James C.
  • Danny took the time to answer all of my questions in a more than reasonable time frame. Danny completed a lot of the paperwork within hours upon request and tookRead more
    5.00
    Ross Brandon H.
  • Anne Clarke Vandeweghe!
    5.00
    Harold Lester E.
  • Danny was very timely in all steps of this refinance process, brought a wealth of experience and insight, was proactive in looking at different loan options, and has a friendly and helpful staff!
    5.00
    Jamison W.
  • Everything
    5.00
    Gavin Todd Daniel J.
  • Danny is very thorough and timely in responding.
    5.00
    Earl Richard R.
  • Great service!
    5.00
    Christopher Alexande C.
  • Easy to work with, always communicated clearly!
    5.00
    Brennan W.
  • Everyone was very helpful, quick to respond, and easy to work with!
    5.00
    Sherry Thomas W.
  • From start to finish, Danny and his team at C&F upheld the highest level of standards for my husband and I. This was our first time buying a home soRead more
    5.00
    Julianne D.
  • Danny was super helpful and available at any time to assist with any questions we had. He provided great insight and made the process very simple for a first timeRead more
    5.00
    Kevin M M.
  • I have been navigating a horrible divorce and Danny was the only person who was even willing to try to help me. He worked tirelessly to help me refinance andRead more
    5.00
    Michele Thomasina D.
  • Excellent service from start to completion!
    5.00
    James M. E.
  • Danny was very knowledgeable, experienced and I felt as if he was working just for me. I would send anyone I know to him to talk about and set up their mortgage for their home.
    5.00
    Tracy Harrington H.
  • Professional, courteous and timely service consistently!
    5.00
    Sandra A. H.
  • Everyone on the team is amazing and helpful. They helped the process go very smoothly!
    5.00
    Lisa L. H.
  • Danny took my calls and answered my emails in a timely manner, and Danny truly gave me advice and guidance that helped me navigate this process.
    5.00
    Eric P.
  • The app and service team kept us on track. The process was super efficient which is refreshing. Danny and team always felt like a partner and that they were truly working for us to get the best possible loan.
    5.00
    Jonathan N.
  • Danny and his team were extremely. professional, helpful, knowledgeable, courteous, friendly and made the process very stress free. We have worked with Danny before and we feel there is noRead more
    5.00
    Carolyn O.
  • Super fast!
    5.00
    Jane Diane S.
  • Danny & Anne was hands down the best ever! Very supportive & knowledgeable about 1st time home-buyer experiences and helps their clients close with best possible solution for such a huge purchase!
    5.00
    Jessica W.
  • It was made easy .
    5.00
    Daniel A.
  • Thank you for being so wonderful and gracious to me during the entire process!” “Thank you from the bottom of my heart for all of your help to get theRead more
    5.00
    Shaaib M.
  • Danny was very personable and great to work with!
    5.00
    Mason G.
  • Danny and his team were always available to answer any questions I had and very informative and quick to respond to any and all inquiries that arose during the home buying process.
    5.00
    Roman M.
  • Excellent effort and teamwork by everyone!
    5.00
    Mami D.
  • Great experience. Danny and his team did a great job for me!!
    5.00
    John W.
  • Danny and his team had a comprehensive approach, I was grateful for the concise communication that facilitated a quick and effortless close.
    4.83
    Michael J.
  • The process was very straightforward and easy to follow. Danny was very helpful and responsive to questions or concerns. The online format for documentation was easy to navigate and understand.
    4.83
    Scott H.
  • Danny and his staff were always informative and kind. This process in it self is very stressful and it was so wonderful to have people that seemed to be workingRead more
    4.83
    Thurman W.
  • .
    4.83
    Ebony B.
  • Danny and his team were very informative and patient with me, given that I was a first time home buyer. I especially appreciate them giving me other loan options whenRead more
    4.83
    Rose S.
  • Very responsive, calling immediately upon request and working quickly to develop a better offer than other lenders.
    4.83
    Mary Pamela W.
  • He was easy to talk to. He made any (what I assumed to be) stumbling blocks, seem easy to overcome.
    4.83
    Bryan G W.
  • Danny was super responsive, and Anne was excellent guiding the process, too. Down the line, things were a bit delayed (appraisal and IRS, ie outside parties), but communication remained solid.Read more
    4.66
    Barbara M S.
  • Danny and his staff made things as simple as possible and addressed my questions and potential issues quickly.
    4.50
    Gerald H.
  • Pleased with advice & direction. Glad to have mortgage secured at very respectable rate. Appreciate service provided by Danny & Ann.
    4.50
    Patricia A.
  • Ease of use of the online website to upload and view documents.
    4.50
    Matthew W.
  • 4.50
    Katherine A.
  • When I was asked for documentation I didn't get enough information about what I was supposed to be trying to prove. It held up my loan approval. If it had been explained to me I could have provided it faster.
    4.50
    Sandra W D.
  • Communication was good and the app made the process so smooth.
    4.50
    Anna Elizabeth K.
  • SimpleNexus is a great tool.
    4.50
    Taylor S.
  • All my questions were answered clearly, and in a timely manner.
    4.50
    Charles Anthony M.
  • Great service, always available!
    4.33
    Jesse R.
  • The depth of detail in the process. Ultimately the ease of submitting documents.
    4.17
    Gregory F.
  • It was my first time buying a house and the process seemed easier and well explained. People communicated with me and helped me with anything I needed help understanding. It was over all pretty smooth for me.
    4.17
    Troy D.

Why C&F Mortgage?

Local Industry Expert

We’ve built our reputation as a trusted lender since 1995 by supporting 100,000+ families, closing $21+ billion in loans and earning a 98% customer satisfaction rating.

Innovative Financing Solutions

We provide the best financing options to meet your specific goals. We are equipped with the right loan solutions and years of industry expertise to enable us to exceed your expectations.

Focused on You In-Person or Online

Complete your mortgage application digitally via C&F Express or contact us directly — we are here to provide you with our undivided attention.

First-Time Buyer Specialist

Nearly half of our borrowers are buying for the first time. We are committed to helping everyone navigate the homebuying journey.

C&F University

C&F Mortgage is focused on helping all homebuyers navigate the home financing journey with ease. We’ve built robust tools and resources to allow you to expand your mortgage knowledge and build home-buying confidence.

Helpful Articles

Let’s get your home financing journey started.

Ready to get started?  

Apply Now

Have questions or need support?

How do I download the mobile app?

When your loan officer sends you the link to apply for a loan or you click on the apply now link, this is the process to start your loan and how you download the mobile app.

DownloadingApp1

Enter your email address and create a password.

DownloadingApp2

Click on the link in the email you receive to download the app.

DownloadingApp3

Open the app in app store to download. Download the app.

DownloadingApp4

After downloading the mobile app for the first time, getting signed into the app will require a small setup process. After opening up the app, the home screen will display two options: ‘Get Started’ and ‘Sign In.’ Using the ‘Sign In’ button will be used once your username and password has been setup. For first time users, we will want to select the ‘Get Started’ button to create your account profile.

DownloadingApp6

After selecting ‘Get Started’ you will be taken to a screen to enter the email address you would like to use for your account profile. Be sure to check the spelling is correct and then tap on the ‘Connect’ button to proceed. If the email listed is not listed in our system, you will then be asked to provide additional information, such as your name and phone number so that we can save that data for your loan officer’s use.

DownloadingApp7

If the email address provided already is recognized in our system, rather than require more information, you will be taken to a page where we will send out a verification code to the email address. The verification code can be sent either by email or text. Select the ‘Send Code’ button to get that code issued out.

DownloadingApp8

After the account profile has been created and the password set, you will be directed back to the home screen. Tap on the ‘Sign In’ button to proceed with logging into your app.

DownloadingApp9

Enter the email address and password in the fields provided, then tap on the ‘Sign In’ button below, which is the login credentials are correct, will take you to the home or ‘Info’ tab of the mobile app where you can then begin to use the app as needed.

What documents do I need to apply?

To provide you with an accurate pre-qualification and process your loan application, we will ask you for a variety of documentation. Please note different programs require varying documentation.

At a bare minimum to complete your initial loan application, you will need the following:

  • 30 days paystubs
  • 2 months bank statements
  • Government issued ID
  • 2 years W-2s

In addition to the list above, if you meet any of the scenarios below we will request additional documentation:

Divorced or Separated:

  • Divorce Decree and/or
  • Separation Agreement

Self-employed:

  • 2 years tax personal tax returns
  • Based on type of self-employment, **may need business tax returns

Social Security Income:

  • 2 years 1099
  • Awards Letter

Receiving a Monetary Gift:

  • Gift Letter
  • Based on Financing type, Gift Documentation will be different

Fully Ratified Sales Contract (Purchase only) once offer is accepted:

  • Fully Ratified Sales Contract

Veteran / VA Loan:

  • DD-214 and/or
  • Statement of Service
How do I provide my bank statements?

As a part of the loan application process, we need the last 2 months of your bank statements for your loan application. There are three ways to upload your bank statements:

  • Automatically syncing your financial institution(s) within the app (ideal scenario)
  • Digital e-statement from your financial institution(s) online banking platform
  • Scanned printed statements from your financial institution(s)

Syncing within the App

When the question comes up to verify your assets, click on the “Automatic Check” option to continue.

After clicking the Automatic Check button, you will be able to select and/or search your financial institution where your checking, savings, investment and/or retirement accounts are held.

As you type, the search engine will produce a list of close matches. 

 

Once the login page is displayed, enter your online banking credentials to sign in. Because your security is our highest priority, your login credentials are never visible to anyone and are encrypted to ensure confidentiality.

Once AccountChek is authorized to connect to your financial institution, you will be taken to the Review and Submit page. You can click +Add Another Financial Institution to add more accounts while we finish gathering account data.

Once you have added all accounts needed to qualify for your loan, please select which accounts you would like to share by checking the checkbox to the right of each account. Once all desired accounts are Linked, click Finish & Share to complete the process! Your lender will notify you if you need to log back in and provide further information.

If you could not connect your financial institution within our automatic portal, you can provide them manually to us in the following ways:

  • Digital e-statement from your financial institution(s) online banking platform
  • Scanned printed statements from your financial institution(s)

Note: We need the actual bank statement with all pages listed, even if the last page is blank. We cannot use screenshots. We need a statement for each bank account you have.

Uploading Digital E-statement

Login to your financial institution’s online platform (preferably on your desktop)

Typically, there should be a section under your account that says “Documents” or “Statements.” Below are two examples of how it might look:

On this page, you should be able to select the statements you would like to download by either a download icon (arrow pointing down) or selecting the check box next to the two months of statements you would like to download. An example of how it might look:

When you click the download button, you will need to save these as a PDF to your computer. To save, you can do so by clicking “Save As” on the initial download or if they open on your computer you can click “File” and then “Save As.” Or, you can click the “Print” icon or “File” and then “Print” then you could change the Printer to “Save to PDF.” Example below:

Finally, login to your Simple Nexus application and upload these documents directly within your portal. Go to the “Documents” tab and upload the PDF.

Scanning Printed Statements:
To scan printed statements, please view the how-to guide below that says “How do I scan documents within the mobile app?”

How do I provide my income documentation?

As the loan application is being filled out, we need 30 days of pay stubs for your loan application.  There are three ways to upload your income documentation:

  • Automatically syncing your payroll provider within the app (ideal scenario)
  • Digital pay stub PDF from your payroll provider
  • Scanned printed pay stub

Syncing within the App

You can connect automatically within our app, or you can opt to manually enter the information.

By selecting “Automatic Check” a screen will then load where you will be presented with a search menu. You can search for your employer.

As you type, the search engine will produce a list of close matches. 

Click on your employer’s name and click Continue.

Next you will be asked to select your Payroll Provider. Click on the provider name. After reviewing permissions, click Continue to pull up the login page

Once the login page is displayed, enter your payroll provider credentials to sign in. Because your security is our highest priority, your login credentials are never visible to anyone and are encrypted to ensure confidentiality. If you do not know your login credentials, use the “reset now” link below the submit button.

If you could not connect your payroll platform within our automatic portal, you can provide the following documentation manually to us:

  • Digital pay stub PDF from your payroll provider
  • Scanned printed pay stub

Note: We need a full 30 days of pay stubs, so if the last two payroll cycles are less than 30 days, please pull an additional pay stub. We need the actual PDF download, we cannot use screenshots.

Uploading Digital Pay stub PDF

Login to your payroll provider offered by your employer, such as ADP or UKG
Find your pay statement, typically under “Pay” and “Pay History.” Pay History will allow you to capture more than one pay stub, as we need 30 days. An example of how it might look:

You should either be able to select multiple pay statements and click the download icon (arrow pointing down). Or, click into each individually and click the download icon. An example of how it might look:

When you click the download button, you will need to save these as a PDF to your computer. To save, you can do so by clicking “Save As” on the initial download or if they open on your computer you can click “File” and then “Save As.” Or, you can click the “Print” icon or “File” and then “Print” then you could change the Printer to “Save to PDF.” Example below:

Finally, login to your Simple Nexus application and upload these documents directly within your portal. Go to the “Documents” tab and upload the PDF.

 

Scanning Printed Pay stub:

To scan printed pay stubs, please view the how-to guide below that says “How do I scan documents within the mobile app?”

 

How do I scan documents within the mobile app?

Uploading required documentation for your mortgage application is necessary to ensure your loan can move forward. This process can be done in one of two ways:

  1. From the web dashboard
  2. From the mobile app

Both options are perfectly fine, but they have unique aspects to it worth mentioning. Uploading a document from a mobile device has you create the document file as you go through the process using our mobile scanner feature, whereas the Web Dashboard will require the documents already be scanned in and saved to the computer being used.

Using the Mobile App, uploading documents starts by selecting the ‘Add Document’ as shown below.

add document

From Add Document, select the option that is needed to make sure you get the document uploaded.

  • Take a Picture – Start the process of getting the document(s) to your
  • Send a File – Select a file on your phone if the document is already on the
  • Drafts & Sent – Resume sending a document that you’ve already started the process with

As we are starting the process, select the ‘Take Picture’ option. (nothing will be saved to your phone)

take picture

First you will need to name the document you are uploading. There is a list of options already you can select if you find the document name that you are uploading. If you don’t see the title of the document you are uploading, you are able to name it whatever you would like. Once the document name is intact, select ‘OK’ to continue.

click ok

A scan mode option will then be displayed. Most cases, ‘Recommended setting’ works just fine for all documents, but for color documents, such as licenses and IDs, we have a ‘Requested in Color’ option for that. Choose the scan type and click ‘OK.’

scan mode

A set of scanning instructions will be shown giving the user tips on how to properly scan the document. Your camera will then turn on letting you take the photo of the document. When you have the document fully lined up properly, select the middle button on the bottom option to take the scan.

scan crop

Once the scan is taken, there will be a cropping tool that will let you make any adjustments needed. Once the adjustments are made, select the ‘Crop’ option to continue. If you need to take a scan of the document again though, you are able to click ‘Back’ to retake the scan of the document.

scan crop back

Next will be a contrast adjustment filter to make sure the document is clearly legible. Once you can read it clearly, select ‘Done’ to finalize these edits.

adjust contrast

After completing the edits to the scan, there will be a review page where you give a final approval on the document. If the document looks great, you can click ‘Send’ to upload the document to your account profile. If the document has more than one page, you can instead click the ‘Add Page’ option to scan the next page, where you can repeat this process until you have the full document ready to upload.

send

Once you are done, select the ‘Send Securely’ button to upload the document. You will get a confirmation once the document has upload successfully, and you can then close out of the app, or you can instead just click the ‘OK’ button that would appear to go back to the home page of your app.

send securely

Final notes: Scanning your documents in via the app is secure. Also, the scanned documents are not saved on your phone like they would be if you take a picture and send them in via email.

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