---
title: Sharing Attachments to the Borrower Portal
description: This article reviews how to add attachments for borrowers to access in their portal.
---

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July 1, 2026

# Sharing Attachments to the Borrower Portal

## This article reviews how to share loan attachments for Borrower's in their portals.

### **Navigating to Loan Attachments![Screenshot 2026-07-01 at 10.10.32 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%2010.10.32%20AM.png?width=158&height=173&name=Screenshot%202026-07-01%20at%2010.10.32%20AM.png)**

Loan servicing attachments are retained on the individual loan level. Therefore, each loan file has a section where relevant attachments are able to be retained and stored. To locate these attachments, you'll first open a loan, and then navigate to Attachments in the loan navigation.

### **Selecting Attachments**

Each attachment has a box associated with it, allowing the option to make each attachments **Available Online**. When this box is checked, the attachment will instantly be made available in that Borrower's portal, no additional publishing or transmitting action is required. 

![Screenshot 2026-07-01 at 10.16.39 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%2010.16.39%20AM.png?width=670&height=96&name=Screenshot%202026-07-01%20at%2010.16.39%20AM.png)

### **Adding Attachments from Tasks and Reports**

When utilizing Loan Servicing Tasks & Reports, some notices and reports can be shared with Borrowers directly from that generation workflow. Doing so saves time in not having to go to the individual loan file to then share the attachment.

![Screenshot 2026-07-01 at 10.24.02 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%2010.24.02%20AM.png?width=670&height=303&name=Screenshot%202026-07-01%20at%2010.24.02%20AM.png)

**Locating in the Borrower Portal**

When an attachment is available in the portal, Borrowers are able to access this via the top navigation menu of their portal. The **Documents** tab retains all previously shared attachments. 

![Screenshot 2026-07-01 at 10.27.31 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%2010.27.31%20AM.png?width=670&height=271&name=Screenshot%202026-07-01%20at%2010.27.31%20AM.png)

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