How do I send and sign loan documents?

Sending electronic loan documents from the lending portal.

When to send?

  • to accept a loan offer (if you wish to move forward with the loan offer, loan documents must be signed by the applicant-this will trigger a hard credit pull on the applicant)
  • changes to the loan (if loan rate, term, or amount is changed you will need new documents sent to the applicant with the updated information) 

Sending

Electronic: See How To Send Loan Documents

Paper: How To Print Paper Documents

Signing

Electronic: See How To Sign Loan Documents

Paper: Send the Signed Documents to Our Office

Tracking

See How Do I See If Loan Documents Have Been Signed?

For Broker Loans- see sending broker documents