Sending E-Sign Docs To Borrowers

Click "Pipeline"

Click "Pipeline - Main"

Click on the name of the loan File you would like to open.

Click the "Compose Email" icon.

Once the Compose Email pop up window appears, scroll down and click "Auto Generated Documents" to show the options available in that section.

Open the folder containing the document you would like to have E-signed by the borrower. In this case, we are looking for the "Loan Term Sheet" which is located in the "Borrower" folder.

Find the document and select the checkmark next to the document version with the blue PDF icon. The blue represents the document that has e-sign capability. Once you tick the check box, the body of the email will populate with the message and link for that document.

Click in the "to" field.

Select the borrower from the drop-down options.

If everything looks good, click on the "Send" button to send the email. This will send the email to the borrower so they can E-sign the document.

The borrower will receive an email similar to the image below. The email will contain a link to the document they will need to e-sign. They will need to click on the "Click here to sign the Loan Term Sheet" link.

This will open up the document in their web browser. They will need to input the last 4 digits of their SSN or if SSN was not provided, 0000 should be entered into password field as the instructions in the email provide.

Then click the "Open Document" button.

Once the document has opened for them, they can read the document and scroll down.

Once they see the signature field and are ready to sign , they just need to click on the "Click to Sign:" field.

Then they can chose to either draw their signature in the box shown below.

Or they can type their name in this box shown below.

Then click "Place Signature".

This will auto-generate a signature for them and if everything looks good, they can click on "Apply".