Loan Origination
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      2. Using The Platform
      3. Loan Origination

      Webform to PDF Generator

      We would like to introduce a new feature called "Webform PDF Generator". A new way to save/print your webform application.

      Pre-requisite: 

      Enable the E-signature pad on the quikc app or full app webform via the Platform Settings--> Form Fields--> Terms & Conditions section--> E-sign

      Once a user submits via teh quikc or full app and esiogn teh loan, the system will auto-generate the loan application in a PDF format. 

      To find this in your borrower's file:

      Go to Pipeline - Main, and select the name of the borrower.

      1. Go to Docs tab.
      2. Scroll down to see the "E-signed Documents" table, shown in the image below.
      3. Click the Quick/Full Loan Application.

      Here is a video tutorial.

       

      Notes: If you would like to resend the quick/full loan application and borrower needs to e-sign, the borrower needs to make a change in any part of the application for the e-sign pad to show.