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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.


Certain closing packages will require you to validate your identity. 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




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 link to access.

If you get a "login error" message, close the browser tab and click on the link in your email again.


 Screenshot of Welcome Page




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



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.

Certain closing packages will require you to validate your identity before you can sign. Click here for additional instructions.


 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:

  • Click the pen icon.
  • Click on the Sign box on the signature line.
  • 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!"






How do multiple borrowers sign?Each borrower will go through the signing experience one at a time. You can use the same computer if you like, but you must have a working camera and microphone.
Can multiple borrowers use the same email?Yes, because they are identified by their Social Security number when logging in.
What if I see something that I dislike and wish to back out?Click on your name in the top right of the signing window, then 'Withdraw Consent." You will need to alert your lender if this happens.
I keep running into technical issues. What should I do?Before you submit a ticket, try clearing your browser cache or running the experience in an incognito window.
What do I do with documents that must be printed and ink signed?Contact your title agent, they will guide you through that process.
What happens if I fail KBA twice?You will need to try again after a 24 hour grace period. The Notary will reschedule for that time.
What happens if I get the "Application Issue Encountered" Error?Just click "Okay", most times it will allow you to proceed.
How do I know when I'm done signing?There will be a "Done" button where the "Start Signing" button was. Click there and you'll be done.
Can I get a copy of the signed documents?Yes, after you click "Done", you'll have the opportunity to download them.