Electronic delivery costs less with easy scaling up. Never pay a courier for overnight delivery again!
Electronic-based delivery is more secure than paper-based delivery. Email bounce-backs are more quickly resolved than change-of-address re-routes or returned mail. You can track a form’s completion for added peace of mind. Use your existing email provider to send if you wish or use our delivery and tracking if you wish.
The E-disclosure process complies with all requirements of the E-Sign Act, including demonstration of access, consent, receipt, and acceptance. Each event is logged with a date and time.
Over 90% of households have access to the Internet. Today’s loan applicant expects a certain level of technology to expedite and simplify the process. The font of e-forms can be increased, highlighted, colored, switched to Braille, or audio-transcribed to aid the visually impaired. The forms can be translated into any language, using the right software program.
1. The Loan Officer uploads the disclosures in PDF format, completes the delivery details, chooses three security questions, and clicks to send.
2. Tracking is immediately available on our website in real time.
3. The Loan Applicant immediately receives an email linking to our secure site where the e-disclosure is stored.
4. The Loan Applicant answers three security questions to continue.
5. The Loan Applicant clicks to consent to receiving disclosures electronically.
6. If the Loan Applicant does not consent, the Loan Officer is notified to mail a physical copy.
7. A consenting Loan Applicant verifies that a PDF reader is installed for loan viewing by entering an access code from a sample PDF document visible on the screen.
8. The Loan Applicant receives the disclosure, reviewing and signing it.
9. The Loan Officer is notified when the process is complete. Timestamps verify when the applicant completed each step.
10. If a Loan Applicant withdraws from the process at any time, the Loan Officer is alerted to provide a physical copy of the disclosure.
or call support at 817.461.5500 for additional information and assistance.
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