As a team owner or team admin of a Lender Spotlight Platinum Team, you have the ability to show and share documents with your team. This is done through the Team Management section of Lender Spotlight. To access that section, click this icon from the navigation bar.
The Team Management section looks like this:
To add or remove a shared document, select Documents under Manage Your Team Name:
To add a document, click on the Upload button. You can share files that are pdf, docx, or xlsx. You can name the document, add a description and then drag and drop into the noted field, or click to browse for the document on your device.
Once your document has been added it will appear like shown. You can use the 3-dot button to download, edit or delete the document.
The shared document will appear for your team members to view and download in the Team section of Lender Spotlight.
Any questions, please reach out by clicking on the live chat button in the bottom right. Alternatively you can email us at: support@lenderspotlight.ca