This guide provides step-by-step instructions on how to use LenderLogix’s new eSign platform. With this tool, you can easily prepare borrower documents for electronic signatures, dates or initials, all directly from the Request Generator form.
Accessing the eSign Function
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Open the Request Generator form within Encompass.
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At the bottom of the form, locate the new field labeled “eSignature on eFolder Document.”
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Click into this field to view all documents currently stored in the eFolder that are available for e-signature.
You’ll see any uploaded borrower documents such as credit reports, tax returns, or authorization forms ready to be prepared for signing.
Preparing a Document for Signature
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Select the document you want to prepare (for example, an authorization form).
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Once opened, you can begin adding signature fields, initials, or date fields directly onto the document.
Adding Signature Fields
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Click anywhere on the document where a borrower signature is required.
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To remove a field, simply click the X icon next to it.
Adding Date Fields
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Place a date field next to the corresponding signature line or wherever required on the document.
Once all necessary fields have been placed, the document is ready to be added to the borrower’s needs list.
Example: Borrower-Signed Tax Return
Many lenders encounter situations where a borrower submits a tax return that is missing a signature.
Using the eSign platform:
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Open the unsigned tax return from the eFolder.
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Add the required signature and date lines.
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Assign the borrower and send the request directly from Encompass.
Next Steps
Once the document is prepared and sent, the borrower will receive a secure link to review and sign the document.
From there, they can apply their signature and date electronically—returning the completed file automatically back to the eFolder in Encompass.