Let's take a look at what your borrowers will see from their side after you've requested documents for e-signature. After you have sent your signing package the borrower(s) will receive an email and/or an sms notification.
When the borrower clicks the link, they are immediately taken into the e-signing portal. They will be directed to the spots where they need to sign, date or initial the document. Your team branding will appear on the borrower's view.
This is the desktop view of what your borrower sees.
After completion, the borrower is given the option to review and download or print their documents or to go into their application portal. Regardless if the borrower chooses to go to the application or just to documents, they will see the status of any outstanding or completed e-signing documents on their portal.
Note: Documents can be e-signed by your borrowers on their computer or their mobile device.
What does e-signing look like for the borrower using mobile ?
The mobile view immediately opens the document package and borrowers are taken to the fields that required.
Once this has been completed, the borrower is given the option to review and download or print their documents or to go into their application portal.
How does a borrower print or download their documents?
After signing is completed the borrower is given the option to review and download or print their documents or to go back to their application portal.
When the borrower clicks on "Review Documents" the documents are displayed.
If they wish to download and print the documents, they can choose "Download Documents" and then print them.
Important: Borrowers can only print or save their documents after completing them and cannot do so from their Finmo borrower portal, however they can access the "Review" page anytime from the notification email using the same link used to sign should they wish to download or print later.
Additional Resources
If you require more information on how to put together an e-sign package click below to read more.
Should you have any questions or need help, please click the chat button in-app or email support@finmo.ca