---
title: "Who can see documents uploaded to a loan"
slug: "87-who-can-see-documents-uploaded-to-a-loan"
updated: 2026-11-02T18:44:11Z
published: 2026-11-02T18:33:47Z
canonical: "docs.thebigpos.com/87-who-can-see-documents-uploaded-to-a-loan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Who can see documents uploaded to a loan

This question arrives whenever a co-borrower, co-signer or non-borrowing owner joins a file — most often a parent co-signing for an adult child, where someone asks whether their bank statements will be visible to the others. It is worth answering before the borrower uploads anything, not after.

## Tasks are per person. Documents are per loan.

That distinction is the whole answer.

A **task** is assigned to a specific borrower. It controls who is asked to provide an item, and it appears on that person's list.

A **document** belongs to the loan. Once a file is uploaded — whatever task it came from, whoever uploaded it — it becomes part of the loan's documents.

## What that means in practice

Everyone added to the same loan file can see the loan's documents. That includes a co-borrower who has their own separate URLA. Having a separate application does not create a separate document set.

So a co-signer who uploads a bank statement should expect the other people on that loan to be able to see it, and the same in reverse.

## Saying it before it becomes a complaint

There is no per-document visibility switch, so if someone is uncomfortable with this, the decision is about how the loan is structured rather than about a portal setting. Raise it while the structure is still open.

The same applies to anyone added only so they can sign — a gift donor or non-borrowing owner. They are on the loan, so they can see the loan's documents. See article 86 before adding them.