Sending E-Sign Documents In LendingWise

Master the process of sending electronic signature documents within LendingWise with this comprehensive tutorial. Designed for private money lenders and brokers, this video covers the step-by-step method to securely send e-sign documents to clients directly within the LendingWise platform. Whether managing residential, commercial real estate, or business funding loans, this guide ensures that your document handling is efficient and secure. Chapters: 00:00 - Introduction to E-Sign Documents in LendingWise 00:06 - Preparing to Send an E-Sign Document 00:42 - Accessing the Compose Email Function 00:56 - Choosing and Attaching E-Sign Capable Documents 01:44 - Setting Up E-Sign Requests for Clients and Co-Clients (Borrowers and Co-Borrowers) 02:33 - Sending the Document and Generating E-Sign Link 03:09 - Receiving and Opening the E-Sign Document 03:59 - Entering Document Password 04:27 - Completing the E-Signature Process 05:36 - Reviewing the E-Signed Document 06:57 - Alternative Method via Docs Tab 07:53 - Sending Multiple E-Sign Documents 08:28 - Custom Documents and E-Sign Setup 09:02 - Summary of Sending E-Sign Documents What You'll Learn: • How to access and prepare documents for e-signing. • Different ways to send an e-sign document, including direct email and doc tab options. • Understanding document icons and e-sign capabilities within the system. • Managing client and co-client (borrower and co-borrower) e-sign requests. • Checking and managing completed e-signed documents within the loan file. Engage with Us: Did this guide help streamline your loan management process? Hit the 'Like' button, and subscribe for more LendingWise tutorials. LendingWise Official Website: https://www.lendingwise.com For more insightful videos and to stay up-to-date on the latest LendingWise features, be sure to subscribe to our channel, and don't forget to click the bell icon so you never miss an update. If you found this video helpful, share it with your network to help others optimize their lending operations too!