Document Upload Instructions

Everything you need to know to upload your documents safely and easily.

Welcome, and thank you for choosing to work with HFH! This guide is designed to make the document upload process as simple and stress-free as possible — no technical experience required. If you ever have questions, our team is always here to help. Visit the HFH Client Portal →

Your Journey

1

Gather Documents

2

Log In to Portal

3

Upload Files

4

Wait for Review

5

Case Moves Forward

📋 What Documents Do I Need?

0 of 16 items checked

Check off as you gather

🪪 Identity & Personal Documents

Government-issued photo ID (driver's license, passport, or state ID)

Social Security card or ITIN letter

Proof of address (utility bill or bank statement — dated within 60 days)

💡 Not sure if a document applies to you? Upload it anyway — your HFH team member will let you know if it's not needed. When in doubt, include it!

How to Upload — Step by Step

💡 Tip: Upload all your documents at once to help your case move forward faster!

📁 File Format & Size Requirements

Accepted Formats

PDF (preferred), JPG, JPEG, PNG, TIFF

Max File Size

25 MB per file

Recommended

PDF for multi-page documents — keeps everything in one clean file.

Phone Photos

Well-lit, in focus, all 4 corners of the document visible.

Scanning Apps

Adobe Scan, Microsoft Lens, CamScanner — all free and easy to use!

Do NOT Submit

Password-protected files, screenshots of text, .HEIC files

📱 No scanner? No problem! Free scanning apps like Adobe Scan or Microsoft Lens work great from your phone.

Your Security & Privacy

🔐

256-bit SSL Encryption

Same level of encryption used by major banks and financial institutions.

👤

Authorized Access Only

Only authorized HFH staff assigned to your case can access your documents.

📋

Regulatory Compliance

Compliant with applicable data privacy regulations.

🗂️

Data Retention Policy

Documents retained per HFH's data retention policy.

🗑️

Right to Deletion

You can request deletion at any time by contacting HFH.

Best Practices

Never Share Credentials

Keep your login credentials private. Never share them with anyone.

Always Log Out

Always log out after your session, especially on shared devices.

Report Suspicious Activity

Suspect unauthorized access? Contact HFH immediately.

🔒 Your information is safe. HFH uses bank-level security to protect every document you upload.

✅ What Happens After I Upload?

📧

Confirmation

Email confirmation sent immediately after upload.

🔍

Review

HFH team reviews within 2–3 business days.

📊

Status Update

Check your dashboard anytime for real-time status.

🎉

Next Steps

Team reaches out to schedule your next appointment.

Status Badge Legend

✅ Received— We got it!

🔍 Under Review— Being reviewed

✔️ Approved— Accepted. Great job!

⚠️ Action Needed— Check your email

Questions? Email us at info@hfinancialh.com or call 209-227-3923

Frequently Asked Questions

⚠️ Still stuck? Don't let a technical issue slow you down. Call us at 209-227-3923 — we'd rather hear from you than have your case delayed!