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sheryl4156
Participant
May 10, 2019
Question

Mgmt is requesting internal loan forms (i.e.Waivers, Loan Worksheets, etc.)be set-up such that lender may complete form, sign electronically, forward to approving office for electronic signing, then to Loan Ops.

  • May 10, 2019
  • 0 replies
  • 228 views

Mgmt is requesting internal loan forms (i.e.Waivers, Loan Worksheets, etc.)be set-up such that lender may complete form, sign electronically, forward to approving office for electronic signing, then to Loan Ops.  I'm able to convert our loan forms to PDF, however, do not find that I'm able to set-up the form to allow the lenders to complete it, along with signature lines for electronic signatures. I'd like to be able to save these forms in our shared drive where each lender would have access, but think this is possible.  Please advise.

It appears that I may set-up a template for each form and add all lenders to my user group, but wouldn't all the lenders need Adobe Sign on their computers, such that they have access to the Library Templates?

Any suggestions greatly appreciated.

Thank you!

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