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ubank How to Complete an Application Quickly
ubank How to Complete an Application Quickly

A suggestion on the quickest and easiest way to populate and Application for ubank

Christina avatar
Written by Christina
Updated over 2 years ago

The steps below outline how to the best best method for saving time and effort when completing a Loan Application for ubank. 

Where applicable, click on the links to view instructional articles and videos.
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1. Enter Data into Person Applicants

 

2. Get Data From 3rd Party Services

 

3. Verify 3rd Party Data & Add Missing Information

  • Look through App, see that newly added data is correct & complete their entry
    i.e. Income, Assets & Liabilities, etc.

  • Add any data that is missing
    i.e. Existing Property, New Purchase Property, New Loan, etc.

  • Upload VOI Certificate to Lender Docs if not done previously

 

4. Generate Forms

 

5. Initiate Electronic Sign

  • Send forms via Docusign

  • Sign electronically using links emailed to Broker and Applicant (not show in video)

 

6. Submit

  • Submit by pressing the Submit Button in the File Tab

  • At this point no Supporting Docs are required

 

Information on the full process can be found in the ubank User Guide.
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