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E-signing with Plaza Home Mortgage

February 19th, 2021 7:49 PM by Sam Kader MLO130505

Now that you have signed your Purchase Contract or we have received everything for your refinancing, the next step is to firm-up your home financing. All of your initial loan disclosures can be e-signed (except a few that must be ink-signed. I will provide those forms to you separately).

Steps in E-Signing with Plaza Home Mortgage

Step 1: You will receive an email invitation to e-sign. Click on the blue link "Doc Link" to start.

Step 2: Please enter the following information as prompted:

Step 3: You must review and accept the Electronic Records and Signatures Agreement.

Step 4 & 5: If you decline, you will receive all loan documents via USPS mail service.

Step 6, 7 and 8 : Should you change your mind regarding receiving loan documents via e-mail, you can opt out by clicking the right hand corner of the screen and select withdraw consent:

Step 9: Once you consent to e-signing, each document requiring a signature will display a yellow tab and to begin signing the documents - click Start. To include your e-signature on the document, select either one of the sign buttons next to the signature line. Once you click sign, your e-signature and date will appear then you will be automatically moved to the next document requiring a signature.

NOTE: If you need to exit mid-way through the e-signing process, the system will bookmark it and you can return to finish the e-signing within seven (7) days from when the initial e-mail was sent to you. PLEASE NOTE: If multiple signers are required to sign the loan documents, once each individual signs the required documents, their e-signature will appear on the document and be visible to subsequent signers.

Step 10: In your document package, you may receive a document which required you to select of these 2 options:

If you are married - select "No"
If you are not married but you are in a civil-union or domestic partnership - select "Yes".

Step 11: Once all required documents have been completed and signed, you will be prompted to clock the continue button. By clicking the continue button, you are submitting the loan documents to Plaza Home Mortgage.