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How to sign loan documents sent via email through DocuSign.
If you do not get loan documents signed in the home through the lending portal, applicants can sign their loan package on their own at any time via the email that is sent to them when loan documents are sent.
1. The homeowner/loan applicant will receive an email from DocuSign the subject line: "signature request for application: "###" >>>Click the "Review Documents Button"
2. To begin signing, click the check box to consent to the E-signing
- Click "Start">>> Click the "Sign" box
- Applicant will be prompted to "Adopt Your Signature". Type your name and enter your initials (these will be used to fill in your signature throughout the document) and click the "Adopt and Sign" button.
- The applicant can now click on the signature flags and it will take them through the entire document and autofill their signature
3. Once all applicant signatures and initials have been filled in, they can click the "Finish" button
4. When your signatures have been submitted, you will be returned to the main DocuSign Login Page. You have completed your signatures and can leave the browser.
After all parties (applicants and co-applicant) have sign the document, the status of the documents will update in the lending portal to "completed"
