Preparing the signature request

To initiate the document signing request open your deal then:

  1. Open "Documents" tab in deal view

  2. Click on signature icon

Request signature popup window will open, then:

3. Select clients from "Clients" drop down

4. Select other users from "Users" drop down (this is where broker can select them self for the signature as well)

5. Click on "Request" button

6. Click on signature field from the left side menu to select it

7. Click on the spot inside the document where the signature will be to place it

8. Select the person that will be linked to that signature field

You can add standard signature, initial, date fields, along with other types including: text field, checkboxes, drop down etc. All available fields are located on the left sidebar.

Once you finish preparing the document for signing, click on the yellow "Send' button.

After sending the request a note with the request details will be created in your deal.

Note: Document retention period for signature request is 30 days. If after 30 days of sending the request the signing isn't completed the request will become invalid and a new one will have to be sent.

Signing requested document

Everyone included in the signature request will receive the document for signing in their email inbox.

To complete the signing process:

  1. Open the email titled "Your signature is required in document(s): name_of_the_document"

  2. Click on "Sign document" button

3. This action will open a new tab where you can now review the document

4. After receiving the document, click on the "Start" button to begin signing

5. You can pick/change a signature style, draw your own signature or upload an image with your signature.

6. When you are satisfied with the signature option you want to go with, click on the "Adopt and sign" button at the bottom

  • If you are not satisfied with how your signature looks, you can change it. Click on the signature field and choose "Change" from the dropdown

7. Once you are happy with how the signature looks, to complete the process click on the "Finish" button in the top right corner

  • After each person signs the document a deal note will be created recording this:

  • When everyone has signed the document, a signed copy will be delivered to all signing parties to their email and one copy will be uploaded to the deal :


Here you can find the list of lenders who accepts DocuSign signature:

86400

AFG

AMP

ANZ

ASCF
ADELAIDE
BOM

BOQ
BSA

BANK OF CHINA
BEYOND
BLUESTONE
CHL
FIRSTMAC

GRANITE
HUME
ING
LATROBE

LIBERTY
ME
MACQ

MEZY

MORTGAGE MART – Except Smart
MYSTATE

NAB
ORDE
PEPPER
RESIMAC

RATE MONEY

REDZED – except NT & QLD

STG - Adobe Signature only

SUN

TMB & Co
VIRGIN
WBC - will accept docu sign or adobe signature in the application form only.

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