LendingFront has an integration with DocuSign that enables automatic generation and electronic delivery of closing documents. Customers receive an email containing an E-Link to access and sign documents securely within Customer Portal.
Steps to Use the DocuSign Integration
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Prepare Closing Documents: Ensure all required closing documents are finalized in LendingFront and ready for electronic delivery.
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Send e-Sign Link to Customer: LendingFront sends an email to the customer with an e-Sign Link to access the documents in the Customer Portal.
- Go to the Actions Menu
- Select Send e-Sign Link
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Access and Sign Documents: Instruct the customer to:
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Open the email containing the E-Link.
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Click the E-Link to access the Customer Portal.
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Review and electronically sign the documents within the portal.
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Monitor Signing Status: Track the document signing progress in LendingFront to confirm completion.
The status of the application in LP will change from Contract Sent to the new status accordingly
Best Practices
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Verify the customer’s email address is correct before sending the e-Sing Link.
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Ensure customers are familiar with accessing the Customer Portal.
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Follow up with customers if documents remain unsigned.
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