Streamline Paperwork with e-signatures

Transcription

1 presented by a la mode Course Highlights Create an electronic document using SureDocs Lite Upload existing documents to your XSite Prepare a PDF document for e-signature E-sign a document on your XSite

2 Introduction to Streamline Paperwork with e-signatures Introduction to Streamline Paperwork with e- signatures The true paperless mortgage may not be mainstream, but using your XSite and SureDocs Lite allows you to create online documents which can be signed electronically, eliminating delays and hastening those allimportant closings. This course teaches you how to build these documents, prepare them for signing and attach them to your loan applications. Plus, you see how your customers can access the files and apply their signatures. Adding Documents to Loan Apps Your Mortgage XSite uses a combination of e-signature technology and secure internet access to ensure the highest possible security for your customers. Any loan application in your system can have one or several documents in PDF format attached to it. These can be created either by the integrated SureDocs Lite tool, or any other PDF generator, such as Adobe s Acrobat. Task: Printing documents with SureDocs Lite 1. Open the application used to create your document, such as Microsoft Word or your Loan Origination tool. 2. Use your application to initiate a Print command (normally, found in the File menu). 3. When the Print dialog box appears, switch printers to select the one labeled Mortgage XSite. Then click OK or Print (depending upon your application). Note: The first time you use SureDocs Lite, you ll be prompted to enter your XSite username and password. This is allows you to upload electronic documents straight to your XSite and attach it to existing loan applications. Enter this information and click Login. Streamline Paperwork with e-signatures Page 2

3 Adding Documents to Loan Apps 4. When the document appears in SureDocs, click Attach to existing loan file in the Document Tasks menu. 5. From the drop-down menu that appears, select the client name for the loan application to which you want to attach the document labeled Mortgage XSite. Then click OK or Print (depending upon your application). 4. When the document appears in SureDocs, click Upload as new content page in the Document Tasks menu. 6. In the lower text box, enter a description of the new document. 5. In the appropriate text box, type: 7. To notify your client that there is a new document attached to the Page Name - the filename for the document which will be online application, click the Send check box. created 8. Click OK to create your document and upload it to your XSite. Bonus Task: Adding electronic documents as content 1. Open the application used to create your document, such as Microsoft Word or your Loan Origination tool. 2. Use your application to initiate a Print command (normally, found in the File menu). 3. When the Print dialog box appears, switch printers to select the one Button Name the text which appears in the menus on your XSite Page Title the text which appears in the Title Bar at the top of your browser window Page Keywords descriptive words which search engines might use to identify the content of your document Page Description a simple description of the content of your document, also used by search engines 6. In the drop down menu, select where in your menu structure you d like to locate this new option. All of the content pages currently enabled on your XSite are displayed. Pick the one below which you d like to place the new document. Of course, you ll be able to reorganize your content pages later. 7. Click the link to Launch new webpage to have the system display your new online content at the end of the process. 8. Click OK to publish your document. Task: Uploading documents 1. Log into your XSite s My Office screen, then click the Loan Apps icon in the toolbar Locate the desired Loan App and select it in the list of applications. In the lower toolbar, click the Manage Docs icon. 4. From the Manage Docs window, click Upload in the toolbar. Streamline Paperwork with e-signatures Page 3

4 Creating Signable Documents 5. Click Browse, locate the desired file on your system, and click Open. 6. Type a description for this file in the Description box, then click Upload. of security, click the Password check box and enter a password into the text field. 5. Below the Signer fields, edit the subject and comments fields, if desired. 6. Click Save. Note: E-Signatures allow for the Borrower and Co-Borrower signatures. You can add additional signatories by clicking the Advanced button. Type the name and address of any additional signers, and click the Add Signer button. In addition, you can re-assign any signer as the borrower or co-borrower by selecting them from the list and clicking the appropriate button. 7. Use the Document Pages window to scroll through your document and display the page that needs either a signature or initials to be applied. Creating Signable Documents Once your documents have been attached to the appropriate loan application on your XSite, you need to prepare it for e-signatures. This involves placing the signature blank in the appropriate locations in the document, then notifying the client that the document is ready for their signature. Task: Configure a document for signatures 1. Open the Loan Applications portion of your XSite, and select the desired application. 8. In the toolbar at the top of the window, click either the Borrower s or Co-borrower s Signature icon. Or, if you just need the initials, click 2. Click the Manage Docs icon in the application toolbar. 3. From the Manage Docs screen, select the PDF you signed, then click the Signatures icon. need to have 4. The signature request window appears, allowing you to designate the borrow and co-borrower signature fields. To provide an extra level Streamline Paperwork with e-signatures Page 4

5 Signing Documents that option. 9. When you click the Signature link, a red Signature field is highlighted. Move your cursor to the desired spot on the form and click to place the field there. 10. Continue to place additional fields (signature, initials or date) throughout your document, as needed. 11. When you re done, click Save. Signing Documents As soon as you complete the document preparation process, your client is notified via that a document is ready for signing. A link directly to the document is provided, allowing them to quickly access and sign the document. Task: e-sign a document 1. From your XSite s home page, click the Customer Login link. Enter a Username (usually the customer s address) and Password and click Login. 3. The document is displayed in the Digital Signature window for review, with the designated signature fields highlighted in red. When ready to sign, click the Sign Document button in the upper right corner of the window. 4. The Signature Setup box appears, allowing you to edit your name and initials, and also to select a signature style. A sample of how your signature will appear on the document is displayed at the bottom of the window. 2. The XSite displays the current status for the customer s application, along with any documents which have been attached. Documents requiring a signature are shown with bookmark icon. Click Sign to sign a particular document. Streamline Paperwork with e-signatures Page 5

6 Signing Documents 5. Make the desired changes and click OK. 6. If you required an additional password during the document creation, you re prompted at this point to enter it, then click Sign Document. 7. The final step presents a Signing Ceremony dialog box which explains the binding nature of applying a digital signature, and gives you the opportunity to further review the document. 8. Click Review to return to the document for further review, then click Sign Document when you re ready to continue. 9. Click Commit to apply your digital signature to the document. At the same time, your initials are applied in the appropriate places, and the current date is applied to any date fields. Streamline Paperwork with e-signatures Page 6