eSignatures can be requested from borrowers and co-borrowers during the order creation process if the client has that setting enabled. To learn more about how to enable eSignatures requests, check out our Client Setup guide HERE and look for the Pricing section.
Content Includes:
Approve For Signing
Reviewing a form that has a requested eSignature from the borrower and/or co-borrower can be done via the Main Dashboard. In the Forms section, the Signatures column will state eSignature Service. Should everything be in order, select Approve For Signing.
The order will automatically update to an Approved For Signing status.
Send For Signing
You will need to select the Send For Signing button to trigger the request to be sent to the borrower and/or co-borrower, so the eSignature can be provided on the 4506.
The borrower and/or co-borrower can expect an email notification requesting they provide an eSignature. For a walkthrough on what borrowers can expect, refer to our Borrower eSignature Process article.
Cancel Signature Request
Should you need to cancel the eSignature request prior to the borrower supplying their eSignature, the order must be in an Sent for Signing status. Opening the order will show a Cancel Signature Request button.
This will place the form to On Hold, however you can Approve For Signing once the order is ready. Refer to the Send For Signing section for the eSignature process.