Log in to your DealMaker account (https://app.dealmaker.tech/users/sign_in), or click on the invitation link provided in your email, to access your Dashboard. Click “Resume” on the Documents tab of the deal that requires supporting documents.
This will redirect you to the checkout page. In section 5, you will have the ability to either manually update the required information, or upload a supporting document that contains that same information.
To provide a supporting document that contains the required information, first click on the dropdown menu beside “upload documents instead”. This will reveal a document upload box. Clicking anywhere in this box will open up your file directory, from where you can choose which file you want to upload (note: files must be either PDF, JPEG or PNG). After you have selected your desired file, click on the submit button at the bottom of the screen to complete your upload. If additional documents are required, you will receive an email notification.
To update the information manually, click on the dropdown menu beside “action required”, and fill in each of the required fields. When you are done updating your information, click on the “submit” button at the bottom of the screen to complete the process. If additional information is required, you will receive an email notification.
If you encounter issues uploading your documents, try opening a private or incognito window in your web browser and logging into the DealMaker portal again. Alternatively, switch to Google Chrome on a desktop computer for better compatibility.
If you don’t see the “Upload Document” option, please email [email protected], and a member of our team will be happy to assist you.