To prepare forms for E-Sign, read the Prepare forms for E-Sign or Wet Signatures article.
When you are ready to electronically sign your Application Forms:
Go to E-Sign
[Image]When you first go to E-Sign, you will note all your Forms are "not sent"
Click Send Request
You will be presented with the important contact data of yourself and your applicants (email and mobile)
Check carefully, as this must be correct in order for the E-Sign process to work. If correct, click Send Request
When the E-Sign invites have been sent out successfully to each party, you will be presented with a Success screen
Close this screen. The E-Sign screen in Loanapp will now show the "status" of each request