FAQ - eSign
eSign - Electronically Accelerate Document Signing
Newton’s revving brokers up into the future of faster, simplified document collection with another equally advantageous benefit - eSign. Clients can now sign documents on-the-go from any device significantly minimizing the time and effort involved in filling out a mortgage application allowing you to get your final approval faster!
Benefits
Electronically Accelerate the document signing process and get your deal done faster!
Collect documents and get signatures with significantly less effort than ever before using the Client Portal and eSign.
Signed, sealed, delivered! Clients sign and send documents automatically back into your Velocity application.
Easy to use and accessible from any device, your clients will thank you!
Client Language / Messaging
The faster you get your documents signed the faster you get your funding!
Printer out of ink? Scanner malfunctioning? Forget the Copy Centre. Just sign and send!
Don’t send important documents over email! eSign is secure.
FAQ
How do I explain eSign to my clients?
Electronic Signature is just as the name implies. It’s a platform that allows clients to sign documents more easily than ever before on any device (including their mobile phone) helping them to get their final approval faster. No need to print and scan, just sign and send!
How do clients access eSign?
Access to use eSign can be sent to a client right within your Velocity Conditions and Documents section. They’ll receive it in the form of an email which will prompt them to click to access eSign. From there they just sign and send!
How do I purchase Transactions for eSign?
To purchase transactions, go to the Settings Page and find Purchased Products.
Click to Add more transactions and you will be bounced to the Login screen.
Click the eSign button at the top of the screen and select the package you would like to purchase.
If you have less than 5 Transactions you will receive a notification.
Transactions will expire 1 year after the purchase date.
Important: After you’ve purchased your transactions return to your Settings Page and click Update to add the new transactions.
Please take note:
The signing date is captured in the GMT time zone.
You should only have to sign once – when more than one signature from the same person is required, the sequential signature spaces can be clicked to auto-fill.
eSign only works with PDF files – if you upload a document into the Client Portal it will be auto-converted to PDF.
A downloaded eSign document won’t show the signature in Firefox. To avoid this always use Google Chrome.
How do I download a doc with an eSignature?
The same way you download any doc in Velocity! Click to view the document and then right click > Save As.
How do I view the Audit Trail of my eSigned document?
To view the audit trail of an eSigned document, download the document, open it in the latest version of Adobe Reader and click Signature Panel.
How do I get an eSign for a generated Compliance Document?
With generated Compliance Documents, first generate the document, then follow the steps in the Step By Step document
Related articles