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  • Thank you guys!

    I also received a call from Steven Fox of the Bank of America social media team to help me with this issue. That was a pleasant and impressive surprise.  Bank of America seems to be working hard to really show agents that they want to help us by implementing their social media team.

    Each time I have had to seek their help I have had super results. This time I didn't even reach out to them, they reached out to me!  Super. Have to give credit where credit is due.

    Just the kind of gal I am.

  • Many times they request docs thru a "task" on the top left side of the window - click that it will take you to what you need to upload if there is a task due.

  • Here is the Equator Guide for agents.  This should help.

    equator-guide-for-agents.pdf

  • If you have a file started  - click on the address, then click on the library, and then click on the little plus sign to the left.  That should allow you to upload PDF's.

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