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.