Reading, Signing, and Sending Documents to Your Loan Originator

There are many options for sending requested documents back to your loan originator. These options are determined by the type of message your loan originator has sent, the type of documents being requested, and the signing options that are provided. The instructions below provide the steps to follow for each type of message, document request, and signing method.

ClosedDocuments to eSign

Note: The latest version and the preceding version of Chrome, Firefox, Safari, and Internet Explorer web browsers are supported for use with WebCenter site pages. (For example, when the latest version of Internet Explorer is version 11, the preceding version is version 10.)

When you open a Documents to eSign message, a list of the documents included in the message is displayed near the bottom.

Note: All documents are in PDF format. Adobe Reader is required to view these files.

If your loan officer has provided the eSigning option, you can review these documents online, and then sign the documents electronically (known as eSigning), without printing anything. Your loan officer will receive an email notification when the signed documents are available to them.

  1. After opening the message, click the eSign button next to your name.
  1. Read the Consent To Do Business Electronically (the eDisclosure Agreement), and then click I Accept.
  1. For security purposes, enter your Authorization Code or answer the security questions when prompted, and then Next.

Important Tip: Your Authorization Code is different than the password you used to log into your loan officer's website. Your loan officer is required to create your Authorization Code and then tell you what it is. If your loan officer has not provided you with your Authorization Code, you must contact them to obtain it.

  1. Review the documents page by page, and then click the yellow signature points to apply your electronic signature.
  2. Once you finish eSigning, the signed documents are automatically sent to your loan originator.

Note: Both the borrower and co-borrower must complete the eSigning process before the documents are automatically sent to your loan officer.

ClosedDocuments to Print, Sign, and Return

When you open a Documents to Print, Sign, and Return message, a list of the documents included in the message is displayed near the bottom.

Note: All documents are in PDF format. Adobe Reader is required to view these files.

ClosedPrint, Sign, and Return via Fax 

Follow these steps if you are returning the documents to your loan officer via fax.

  1. After opening the message, click the Print button.
  2. Read the Agree to receive disclosures electronically agreement, and then clickI Accept.
  1. Click the Print icon.

Note: The PDF icons (including the Print icon) may not display when using the Google Chrome web browser to view the documents.

  1. Select your printer settings, including a Print Range, and then click OKto print the documents.
  2. Review the documents, and then sign where instructed. Both the borrower and co-borrower must sign the documents.
  3. Fax the documents, along with the fax cover sheet provided with the documents, to the number provided on the fax cover sheet.

ClosedPrint, Sign, Scan, and Upload to WebCenter Website

If you have a scanner, you can print, sign, and then scan the signed documents to your computer. Once a document is saved on your computer, you can then upload it to the WebCenter website. Your loan officer will be notified when documents have been uploaded.

  1. After opening the message, click the Print button.
  2. Read the Agree to receive disclosures electronically agreement, and then click I Accept.
  1. Click the Print icon.

Note: The PDF icons (including the Print icon) may not display when using the Google Chrome web browser to view the documents.

  1. Select your printer settings, including a Print Range, and then click OK to print the documents.
  2. Review the documents, and then sign where instructed. Both the borrower and co-borrower must sign the documents.
  3. Scan the signed documents and save the files to your computer.
  4. Back on the Loan Details page, open the Document Request message and click the Upload button.
  1. Click the Browse button, select the file, and then click Open.
  1. To upload the files to the WebCenter website, click the Upload button. (Once uploaded, your loan officer is notified via email that the documents are ready for their review.)

ClosedDocuments Needed for Your Loan

When you open a Documents Needed for Your Loan message, a list of the documents that are being requested is displayed at the bottom of the message. These documents do not require a signature. They simply need to be provided to the loan officer.

You have several options for returning the documents to your loan officer:

ClosedFax Needed Documents

You can send documents via fax using the fax cover sheet provided in the Documents Needed for Your Loan message.

Note: The fax cover sheet is in PDF format. Adobe Reader is required to view the cover sheet.

  1. After opening the message, click the Fax button.
  1. Click the Print icon.

Note: The PDF icons (including the Print icon) may not display when using the Google Chrome web browser to view the documents.

  1. Select your printer settings and then click OK to print the fax cover sheet.
  2. Fax the documents, along with the fax cover sheet, to the number provided on the fax cover sheet.

ClosedUpload Needed Documents to WebCenter Website

If you have a scanner, you can scan the documents, save them to your computer, and then upload them to the WebCenter website. Or, if you have already downloaded or saved a document to your computer through a different method, you can upload that document as well.

  1. After opening the message, click the Upload button.
  2. Click the Browse button, select the file, and then click Open.
  1. To upload the files to the WebCenter website, click the Upload button.