FAQs

Frequently Asked Questions

Carter Zimmerman avatar Greg Williamson avatar Marnie George avatar +2
49 articles in this collection
Written by Carter Zimmerman, Greg Williamson, Marnie George and 2 others
E-signing

What is the difference between a digital signature and an e-signature?

An electronic signature is, like its paper equivalent, a legal concept. It captures a person’s intent to be legally bound to an agreement.
Marnie George avatar
Written by Marnie George
Updated over a week ago

Are Electronic Signatures legally binding?

Yes, electronic signatures are legally binding and enforceable in countries that have enacted e-signature laws.
Joe Tomkins avatar
Written by Joe Tomkins
Updated over a week ago

Which document formats can I send for e-signatures?

The following document formats: PDF, DOC, DOCX, ODT, RTF, TXT are supported.
Marnie George avatar
Written by Marnie George
Updated over a week ago

Can I request e-signing on multiple documents at once?

You can add a signature field for each borrower on each document you want them to sign.
Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago

Is there a document size limit for e-signing?

For e-signing, the maximum size for each document is 10MB.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

How do I download a copy of the e-signed documents?

On the e-signing request screen, there is a button that says "Download documents". There is also a download icon beside each document.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How will I know when the recipient has e-signed the documents?

You will receive a notification in your e-mail when a e-signature request has been signed. Also the status is shown in deals table.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How do I choose the file I want to upload for e-signing?

There is a plus icon in the OneSpan e-signing window next to word "documents". Click it to upload e-signing documents.
Greg Williamson avatar
Written by Greg Williamson
Updated over a week ago

Can I print a copy of the e-signed documents?

After downloading, you can print a copy of e-signature documents on your own computer.
Joe Tomkins avatar
Written by Joe Tomkins
Updated over a week ago

My client is trying to access their document for e-signing but it won’t let them open the document.

The document may be corrupt, or be an unacceptable format. If they are experiencing a blank white screen it may be a technical issue.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

I have sent the e-signature request to one borrower, but I need to add another one. How do I do that?

There is only one "master" e-signing request. Add an e-mail for the second borrower in the application and then add their signature fields.
Marnie George avatar
Written by Marnie George
Updated over a week ago

I need initials or check-boxes on my document for e-signing. How do I do that?

Text fields, initials, and check boxes can all easily be added to e-signature requests.
Marnie George avatar
Written by Marnie George
Updated over a week ago

What is the difference between “capture signature” and “click to sign” in the e-signature document?

"Capture signature" requires the borrower to physically draw their signature on their device, where "click to sign" is a simple time stamp.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How do I remove a borrower's signature from an e-signature document?

You can remove borrower's signatures from e-signing documents by simply deleting their signature field.
Greg Williamson avatar
Written by Greg Williamson
Updated over a week ago

Where and how does my borrower get notified when they have e-signature requests?

Borrowers are notified of e-signing requests via e-mail.
Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago

Where do I mark an e-signed document approved?

E-sign documents do not need to be set as approved, as they are either pending signatures or have been signed (which we call "completed").
Marnie George avatar
Written by Marnie George
Updated over a week ago

What does “Accept only” mean and when would I select that?

Accept only is for when you want a digital record that a borrower has seen a document, but no signature on the actual document is required.
Marnie George avatar
Written by Marnie George
Updated over a week ago
Other

How to set up Payroll One integration

Marnie George avatar
Written by Marnie George
Updated over a week ago

Is there an impact to my client's credit score if I pull multiple credit bureaus?

Understanding Hard inquiries on your clients credit
Joe Tomkins avatar
Written by Joe Tomkins
Updated over a week ago

Where are Finmo's CRM features?

How to hook Finmo up to your CRM.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to set up Scarlett integration

Marnie George avatar
Written by Marnie George
Updated over a week ago

What types / formats of documents can be uploaded to Finmo?

Marnie George avatar
Written by Marnie George
Updated over a week ago

What "event tracking" events are sent from Finmo to Google Analytics and/or Facebook Pixel?

The events Finmo sends to marketing and analytics tools
Marnie George avatar
Written by Marnie George
Updated over a week ago

Why does the borrower portal not have a liabilities section?

We learned from our mortgage professional advisory group that they do not trust the liability information received from borrowers.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

Why are my pushed deals not showing up in Expert?

Deals will not show up in Expert if either your Expert Login ID or your team's Expert Firm code are set incorrectly.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

Why does Finmo not support the Internet Explorer web browser?

Microsoft no longer supports Internet Explorer. Time for a new, modern web browser!
Marnie George avatar
Written by Marnie George
Updated over a week ago

Why is the e-signing window showing up as a blank white screen?

If third party cookies are not enabled on your web browser, OneSpan's e-signing functionality may show up as a blank screen.
Marnie George avatar
Written by Marnie George
Updated over a week ago