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.
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)
(Article)
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.