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We make it quick and easy for you to electronically review and sign

your documents in one simple and convenient process!


For a downloadable PDF version of this guide, click here.



You can also sign on a mobile device! Click here for instructions.



You'll receive an e-mail invitation like the one pictured below. Click on the "Click Here" link to get started.


     Screenshot of invitation e-mail

2 .


The link will take you to this welcome page where you must verify your identity.

  • Verification boxes include SSN and viewing code.
  • The lender may add property zip code as a third option.


We highly recommend you read through the eSign Disclosure and Consent form. Click on the highlighted text to read it.


        Screenshot of Welcome Page


3 .


You will now be presented with the eSign Disclosure and Consent Agreement which explains your rights and responsibilities under the Federal E-Sign Act.

  • Please review the eSign agreement in its entirety and if it is acceptable, return to the sign in page and check the box which states you accept the conditions.
  • A copy of the eSign Disclosure and Consent Agreement will be automatically emailed to you for your records.
  • If the agreement is NOT acceptable, do not check the box. You will not be let into the signing experience, and your documents will not be mailed to you.



       Screenshot of Disclosure and Consent form and Welcome message



If you have any documents that need to be ink-signed, you will receive this prompt asking you to Print, Sign, Scan, and Upload documents back into the system.

Click "Print" to start the ink-signing process.


       Screenshot of the Ink Sign Page



Once you click "Print", you'll receive instructions on how to ink sign.


       Screenshot of Ink Sign Instruction



After you've successfully uploaded the documents, the Ink circle at the top will be checked. You will also see "Upload Successful" in the middle of the Ink Signature window.

You'll click "Done" to complete the ink signing process, return to the stack, and click-sign the remaining documents.


       Screenshot of the completed ink sign page



To start the eSign process, click "Start Signing" in the top right. You won't be able to sign anything until you hit that button and signature fields will remain greyed out.

  • Along the top, you'll find indicators that show the progress of the Review, Ink-Sign, and e-Sign processes.
  • All the documents that need to be signed are in the column on the right.


During the eSign process, we strongly recommend that all participants do not click outside of their web browser tab. Doing so could cause technical glitches.



       Screenshot of the eSign page



Before you start signing, you'll need to choose your signature.

You have the option to choose from one of several pre-formed signatures. You can also draw your signature, or upload an image of it.

Regardless of what option you choose, you must check the box authorizing the use of an electronic signature and then hit select.


       Screenshot of the Choose Your Signature page



There are three options for click-signing:

  1. Click the pen icon
  2. Click on the Sign box on the signature line
  3. Click on the green Sign button at the bottom of the screen - this will automatically advance to the next task each time.



       Screenshot of the eSign page



You may be required to click a check box before signing certain documents - denoted by a purple checkbox icon. In these circumstances, you cannot proceed unless this box is checked.


       Screenshot of checkmark box



The countdown feature, located at the top right of the screen, let's you know how many signatures remain.

You can also check the sign status of each document through the column on the right side.

  • If the document has already been signed, you'll find a green check mark next to the document name.
  • An eyeball next to a document name indicates that a signature is not required.



        Screenshot of the eSign page



Several indicators will tell you when the e-signing process has been completed:

  • "All documents signed" will appear at the bottom of the page
  • A purple "Completed" flag will appear at the top of the page
  • There will be green checkmarks next to every document name on the side (or eyeballs - indicating that some documents don't need to be signed)


Click Done in the top right.


       Screenshot of the completed eSign page



You'll get this pop-up that allows you to download the completed documents.


       Screenshot of "You're all done!"