New Real estate investor here. I've done one flip and that was using a loan in my personal name. The bank had a portal for me to upload all my documents. I've setup a company on the next one and am qualifying for commercial loans. The banks are asking me to email my tax returns and financials to them. That doesn't seem the most secure to me. One I was able to drop a USB drive off to one bank, another won't accept a USB. Either hard copy or I have to email. So my question is how does everyone else give their financial information to their banks?
You can use secure email portal using a Dropbox or password protected with Drive. I have also used Confidential Email using gmail platform.