You can send a document to your clients for Electronic Signature (eSignature) if the document is compatible with eSignature. You will need the following before you can send a document for eSignature:

The following documents are available in Lendesk: Application Summary, Client Consent Form, and the Client Agreement.

To generate a document inside an application, you can click on Blue + at the tope right of the page and choose Generate Document or simply click on "generate a document" from the document page, under the Signature Request section. See below for a quick snapshot of how to generate a document in Lendesk:

Once you've generated a document, you can send it to your client to be electronically signed, using our eSignature feature. Each compatible document will have "Signature Request" available when you click on the document menu options on the right (3 vertical dots symbol). See below:

Once a request has been sent, the document will appear in the Signature Requests section. You'll be able to review the status of the Signature Request directly from there:

Once your client has successfully eSigned the document, the document will no longer appear in the Signature Requests section and a new document will appear in the Received Documents Inbox.

The document filled by your client will be marked eSigned and a new Electronic Disclosures and Signature Consent document will also be made available there.