Approving a 4506C for Borrower eSignature in TRV Provider
Whenever you or your clients place an order in TVP and request a borrower eSignature, you will need to approve and send the request via the TRV Provider platform.
When you launch TRV Provider, enter your credentials and click Login, or you can utilize the Launch TRV Provider feature directly from TVP.
When presented with your main dashboard, locate and open the order with the requested borrower eSignature.
Within the order, the digitally created 4506C is available to view and displays the information that was provided when the order was created. You can adjust information on the form under the details tab and the digital 4506C will reflect the edits. If the order was marked for eSignature, the eSignature box is automatically selected.
You can annotate a digital 4506C just like you would a wet signed 4506C. When you are finished with annotations and are ready to approve the form to be sent to the borrower for signing, click Approve for Signing.
Once you approve an order for signing, you may be asked to confirm any price increases incurred by the eSignature process. Pricing for the eSignature feature is set at the client level and is applied here when you approve the order for signing.
Once you have approved the order for signing, and addressed any price changes that may apply, click the Send Forms for Signing button that appears. This triggers an email to be sent to the borrower and provides a link for them to supply their eSignature.
To confirm that the eSignature request email was sent, you can move to the Communications tab to view the activity.
Borrower eSignature Process
When you send forms for signing to the borrower, the borrower is sent an E-Signature Request where the borrower will need to select the Sign here link.
The borrower is then directed to an E-Sign Login page. In the provided field, the borrower will need to enter the last four digits of their SSN and Submit.
Upon a successful login, the borrower will be directed to the SignEasy integration.
Along the top the borrower will see the number of fields that need to be reviewed and signed. Each field needing acknowledgement will be clearly outlined. The borrower can scroll to review the document, confirm information is accurate, then select the signature field. Through the SignEasy integration, the borrower can choose to dray, type, upload, or use a saved e-signature. After the required fields have been signed, a green checkmark will display that all fields have been added.
Upon completion, the borrower can select Finish Signing. Should the borrower not provide all the required fields, a message will display along the top regarding which fields still need an action.
Once the borrower selects Finish Signing, a small consent overlay will appear. The borrower will need to select I Agree.
This action will save the document and complete the e-signature process.
Once the borrower has supplied their eSignature, the digital 4506C in TRV Provider will reflect the change and automatically be sent to the Batch Management section, waiting to be sent to the IRS.