Step 01
Enter the filer details once
This creates the initial submission and gives the office one record to keep building instead of several partial files.
Portal process
How the intake is meant to stay organized.
This page explains how one submission becomes the working file, what happens after the first upload, and how to keep documents attached to the same record instead of scattering them across different channels.
01
First Upload
Start one clean file before the intake gets fragmented.
The first upload is not supposed to be perfect. It is supposed to create one stable submission record with the filer name, contact information, basic comments, and the first set of documents the office can actually review.
Step 02
Upload by category
Use the closest matching document sections for IDs, pay records, taxes, bank statements, loan records, and additional materials.
Step 03
Explain gaps clearly
If a record is missing, delayed, or still being requested from someone else, say that in the status note instead of waiting in silence.
Step 04
Save the Submission ID
The submission ID is the anchor for later uploads and status checks. It should stay with the file from that point forward.
02
Office Review
What happens after documents first reach the portal.
The office uses the upload record to see what categories are present, what still looks missing, and whether the file involves timing pressure that changes what should be reviewed first.
- The first review is usually about orientation: income sources, recent account activity, major debts, and any active timing problem.
- Missing categories can still be identified even when the file is incomplete, which is why clear notes matter.
- Follow-up questions are usually better when the first upload is organized and tied to one stable record.
- Additional uploads are easier to absorb when they stay under the original Submission ID.
03
Returning Later
How to add more records without creating a second case file.
When more documents appear later, the goal is not to start over. The goal is to reopen the same submission, add the next set of records, and keep the intake history tied to one identifier.
Use the same submission
Enter the existing Submission ID when you come back so the upload is appended instead of stored as a separate new intake.
Update only what changed
You do not need to re-upload everything if only one category is new. Add the new material and update the notes if needed.
Check the status page
The status page helps you see what categories are already on file and what still appears to be missing.
Keep urgent facts visible
If a deadline has changed since the first upload, note it and contact the office directly when timing is tight.
04
Urgent Files
When the intake is being driven by a deadline instead of by document gathering.
Foreclosure notices, garnishment papers, repossession threats, and hearing dates can change the order of operations. In those files, the office usually needs the deadline details early while the rest of the document set is still being gathered.
Wage garnishment
Use this guide if wages are already being taken or a garnishment order is in place.
Foreclosure
Use this guide if a home-related deadline is driving the timing of the intake.
Repossession
Use this guide if a vehicle is already at risk or has already been taken.
Contact the office
Use direct contact when the deadline is too close to rely on the portal alone.
Ready to start one organized submission?
Use the upload portal if you are ready to begin the file, or use the FAQ and resources pages if the issue is still what to gather first.