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How to add a 3rd Party Signer to a Document

This article explains the experience for third parties who are asked to review and sign documents. Understanding this process helps ensure a smooth and timely completion of required signatures.

 

Step 1: Preparing a Document for Signature

  1. Select the document you want to prepare (for example, a Gift letter).

  2. Once opened, you can begin adding signature fields, initials, or date fields directly onto the document.

  3. Add third-party signers by either pulling from the File Contacts or adding their name, phone number and email. 

Adding Signature Fields

  • Click anywhere on the document where a borrower signature is required.

  • To remove a field, simply click the X icon next to it.

Adding Date Fields

  • 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.

Step 2: Identity Verification

Before accessing the document, the third party must verify their identity.

They will be prompted to authenticate using a verification code sent via:

  • Text message (SMS), or

  • Automated phone call

After receiving the code, they will enter it into the verification screen to proceed.

Step 3: Reviewing and Signing the Document

Once authenticated, the third party can:

  • Review the document in full

  • Complete any required fields

  • Provide their signature where indicated

After all required actions are completed, the system will confirm submission with a visual indicator (such as a green checkmark), signaling that the process is complete.

Step 4: Accessing Signed Documents

If the third party needs a copy of the signed document:

  • They should contact the loan officer directly

  • The loan officer can provide the finalized document upon request