Creating Signable Documents

You can easily create custom forms and documents to which users can apply digital, legally-binding signatures using the following process:

  1. First, you must create a PDF document which you'd like your client to sign. You can create this file using the SureDocs tool included with your XSite, which automatically uploads the file to your XSite and attaches it to any existing loan application in your system.  Or, you can use your preferred PDF creation tool and upload the document directly.

    The copy of SureDocs that comes with your Mortgage XSite is a limited copy.  It is fully capable of creating PDF's and uploading those directly to your XSite loan folders, but its eSignature and SecureReceipts delivery capabilities are disabled unless you own a full SureDocs license as well.  If you have purchased a full license of SureDocs, you will not need to reinstall any software.  Simply register your copy of SureDocs by clicking Tools, Account Configuration, Enter License Key.

  2. Then, from the loan app manager, find and click to select the loan app involving the documents you wish to mark for e-signatures.
  3. Click the Manage Docs icon in the application toolbar.
  4. From the Manage Docs screen, select the PDF you need to have signed, and then click the Signatures icon.
  5. The signature request window appears, allowing you to designate the borrower and co-borrower signature fields.  To provide an extra level of security, click the Password check box and enter a password into the text field.
  6. Below the Signer fields, edit the e‑mail subject and comments fields, if desired.
  7. Click Save.

E-Signatures allow for the Borrower and Co-Borrower signatures.  You can add additional signatories by clicking the Advanced button.  Type the name and e‑mail address of any additional signers, and click the Add Signer button.  In addition, you can re-assign any signer as the borrower or co-borrower by selecting them from the list and clicking the appropriate button.


Placing Signature Tags

The final step in the process is to place "signature blocks" in all the appropriate places in the electronic document.  The Digital Signature Placement window displays your document for you to do just that.

  1. Use the Document Pages window to scroll through your document and display the page that needs either a signature or initials to be applied.
  2. In the toolbar at the top of the window, click either the Borrower's or Co-borrower's Signature icon.  Or, if you just need the initials, click that option.
  3. When you click the Signature link, a red Signature field is highlighted.  Move your cursor to the desired spot on the form and click to place the field there.
  4. Continue to place additional fields (signature, initials or date) throughout your document, as needed.
  5. When you're done, click Save.

Your document is now ready for signing, and your customer is automatically notified that a document has been placed on your site which he or she needs to sign.