Getting Started > Creating Your Signature
     
 

Creating Your Signature

 
     

Whether you set it up the first time you start SureDocs or wait for a more convenient time, at some point you must set up your own e-signature to leverage all of SureDocs. To set up your own e-signature...

  1. In SureDocs, click Tools, My Signature from the menus.
  2. In order to verify your identity, we must run a credit check authorization. This authorization proves as a verification of your identity and signature to ensure that your e-signature cannot be faked. Click I Agree to continue.
  3. Enter your information into the boxes provided and click Next.
  4. A series of questions about your credit history appears. Answer the questions and click Next.



         
      Note:  This ID verification involves a "soft hit" to your credit similar to the "soft hit" involved when you check your own credit score. This "soft hit" does not adversely affect your credit.  
         
  5. Choose a type of signature to use. Since your signature is electronically certified, you have several options for the appearance of your signature.
    • Choose a Font - If you want to use a font style on your computer to define the look of your signature, mark the Script Font option and choose a font from the list provided.
    • Upload an Image - If you have an electronic image of your signature that you've scanned in previously, you can use that to determine the appearance of your signature. Just mark the Custom Hand Signature option, click the Upload Signature link, and browse out to your signature file. Then, click the Upload Initials link and browse out to your electronic copy of your hand written initials.
    • Fax a Paper Copy - If you don't have an electronic copy of your signature, but would like to use your physical signature to designate your e-signature's appearance, you can use our DirectFax service to generate the signature file as well. Just click the DirectFax Signatures and Initials link. Then, print out the page that appears, sign and initial it, and fax it back to the number listed. Once the fax is complete, return to your signature setup and keep clicking the Check DirectFax button in the lower left corner until your signature and initials appear.
  6. If you have a digital seal you need to include with your signature, you can include that as well. Again, you have two options:
    • Upload an Image - If you already have an electronic copy of your seal, click the Upload Seal Image link and browse out to your electronic seal.
    • Fax a Paper Copy - If you have a paper copy of your seal, click the DirectFax Seal Image link and print the sheet that appears. Tape a paper copy of the seal into the box provided and fax the page back to the number listed. In SureDocs, click the Check DirectFax button in the lower left corner until your seal appears.
  7. To then associate your signature with a certain signer tag, like the Loan Officer or Broker tag, check the Use my signature when the following tag is placed on the document box.
  8. Choose the appropriate tag that indicates your signature from the drop-down box. Options are:
    • Borrower
    • Co-Borrower
    • Loan Officer
    • Broker
  9. Verify your settings and click OK to confirm your signature setup or click Clear Identity to restart the entire signature setup process.

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