The ubank application utilises DocuSign, a third party service which invites you and your Applicants to use DocuSign to review the documents to be signed and create a digital signature, without printing or obtaining wet signatures.  

NOTE: After signing the documents your application will be locked for submission to ubank.

You will need to ensure that the Application data has been entered and validated and that the following workflows within Loanapp have been completed for ubank.

To trigger the Electronic Sign workflow, click on Electronic Sign in the File Tab (1) and click Send Request (2).
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You will be able to check contact details one last time before sending the documents for signing. If they are incorrect you can change them on the Application and then click Send Request.

Once you have sent the request, both the Applicants and you will receive an email from ubank asking you to Review Documents and sign using DocuSign.

NOTE: The following images are of the Client’s view, however the steps are the same as a Broker.

The Documents will load in a browser. Click Continue to be able to read them, followed by electronically signing where required.

To sign, click on the yellow Sign button.

Review your name and initials and confirm your signature.

This will populate the document with your signature and a date stamp. Do this wherever required and then click Finish at the bottom or top right.

You can check the status of electronic signatures by going to the Electronic Sign page within the File Tab. After signing, the document is locked and is ready for submission to ubank.

When the applicants and you have signed all the forms, they will be sent to Supporting Documents section so that you can easily send to ubank.

Click here for the full ubank User Guide.