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Signing your Application Forms electronically
Signing your Application Forms electronically

Some Lenders incorporate Docusign into their Loanapp workflow for electronic signature of the ApplicationForms

Kate Gubbins avatar
Written by Kate Gubbins
Updated over a week ago

Overview

Some Lender Loanapps use DocuSign, a third party service, which invites you and your Applicants to review documents that are 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 the lender.

You will also have to have 'consented' to the digital process - for more information click here.

Before Triggering Electronic Sign

You will need to ensure that the Application data has been entered and validated and that you have generated your application forms.

Triggering Electronic Sign

To trigger the Electronic Sign workflow, click on Electronic Sign in the File Tab (1) and click Send Request (2).

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 Loanapp on behalf of the Lender, 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 application itself is locked and is ready for submission to the Lender, and the Signed Application forms will be sent to your Supporting Docs section.

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