Signing Documents |
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When you upload a document and prepare it for signature, your customer receives an e-mail notification, along with a link to your site. When they're ready, they can log in and follow this simple procedure to sign the document.
- From the Customer Login area of your site, click the Documents tab to view a list of documents attached to the active loan application. Any documents that require a signature are designated with bookmark icon.
- Click Sign to sign a particular document.
- The document appears in the Digital Signature window for review and signature fields are highlighted in red. When ready to sign, click the Sign Document button in the upper right corner of the window.
- The Signature Setup box appears, allowing you to edit
your name and initials, and also to select a signature "style." A sample
of how your signature will appear on the document is displayed at the bottom
of the window.
- Make the desired changes and click OK.
- If you required an additional password during the document creation, you're prompted at this point to enter it, and then click Sign Document.
- The final step presents a Signing Ceremony dialog box
which explains the binding nature of applying a digital signature, and giving
you the opportunity to further review the document.
- Click Review to return to the document for further review, and then click Sign Document when you're ready to continue.
- Click Commit to apply your digital signature to the document. At the same time, your initials are applied in the appropriate places, and the current date is applied to any date fields.
The document has now been signed, in accordance with ESIGN/UETA requirements. The loan officer is notified via e-mail and the signatures are saved into the document attached to your loan application.
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