Send loan right-of-sale document for e-signature to principal
Send loan right-of-sale document for e-signature to principal
Your loan offers lack a consistent e-sign flow, so principals and closers wait on manual PDFs. You'll get signed disclosures recorded with a sent date, reducing hold-ups and enabling same-day funding.
Workflow preview:
Zap details:
Overview
When a user clicks the e-sign action, your portal compiles loan terms and sends the ROS to the principal automatically instead of assembling PDFs by hand. That closes the loop faster, returning signed disclosures same day and preventing funding delays.