Order documents with Doc Magic
Brandon Edwards
|
8 steps
|
29 seconds
HubSpot
Lendingpad
1
Ensure you have a Loan Officer assigned and an estimated closing date. Then click "Actions"
2
Click "Send" next to Docs Service
3
Select "DocMagic" as the Contact
4
Select the appropriate package type. Toggle on E-Sign if you are requesting Esignature.
5
Select "Send Request"
6
Click view to access and review the document package
7
Click the blue Disclosure hyperlink to access the document package
8
Document Package generates for review