A submission's package is the bundle a lender actually receives: the documents you choose, in the order you choose, named the way your brokerage names them, wrapped in a cover page. BrokerPlus assembles it from the deal's documents and rebuilds it whenever what is in it changes.
What Goes Into a Package by Default
Preparing a package for the first time pulls in every document on the deal that is eligible to send - classified, received documents plus anything a borrower uploaded through a request. A document that arrives or gets reclassified after the build shows up as drift: the package names how many eligible documents changed since it was last built, so you know before you send whether the bundle on screen still matches the deal.
Including, Excluding, and Reordering Documents
Each document carries an included or excluded toggle - excluding one keeps it on the deal but drops it from what ships. Drag a document by its handle to reorder it, or use the up and down arrows; the order here is the order the lender opens them in. A document no longer eligible for the next build is flagged rather than silently dropped, so its absence from a rebuild is never a surprise. The preview button opens a document exactly as curated, with any hidden pages already applied, so you can check a page-trimmed file before it goes out.
How Documents Are Named
Every document already carries your brokerage's naming standard from the deal, so the package sends the name you have been looking at rather than inventing a second one. The standard is set under submission settings, with a live preview of what a bank statement or tax slip would be called. One standard covers everything by default; a category like statements or tax slips can carry its own rule - which segments, in what order, what separator, full date or year only - once you have given it one, and it reverts to following the standard the moment you clear that override. Renaming an item by hand in the package marks it curated, so a later rebuild will not overwrite your choice - but only on that one item; a reorder or toggle never freezes the rest.
Building, Rebuilding, and Downloading the Package
Preparing a package runs through gathering documents, converting them to PDF, writing the underwriter note, and assembling the bundle, shown as each step happens. Any curation after that point - a toggle, a reorder, a rename - marks the built copy stale, and download and transmit both refuse until you rebuild. Once ready, download the merged PDF, the full zip, or just the cover page on its own.
Curating on the Finmo Rail
On a Finmo-connected brokerage, curation reads from Finmo's own file list rather than the deal's documents, because Finmo can hold a file BrokerPlus has not synced yet. Each file is sent as explicitly selected or deselected - Finmo's own submission requires an answer either way, not an omission. A file that only exists on your side can be uploaded to Finmo as part of the send, a proposed rename can be accepted against your naming convention, and an image request can be converted into one PDF before it goes.
What to Do Next
- Choose Lenders for a Submission before you curate a package - the lender comes first.
- Write the Underwriter Note to finish the package the lender reads.
- Clear the Readiness Checks for what has to be true before you send.
- Manage Documents on a Deal to classify what a package can draw from.