E-Sign
Send documents for signature straight from the loan file — no outside e-sign subscription, no login for signers.
E-Sign is built into the loan file. Merge any documents into one packet, place the fields, send, and track it to a signed PDF with a full audit trail.
Two switchesEnable E-Sign V2 is a company setting, and each user has their own toggle. If a colleague can send for signature and you can't, check your user toggle first.
Sending a packet
From the loan file's Docs tab:
- Pick the documents — required docs, uploads, Doc Wizard documents or your Doc Library. Drag to reorder; they merge into one PDF.
- Place the fields — Signature, Initials, Date, Text, Checkbox — each assigned to a specific signer.
- Choose signers — borrower, co-borrower, entity members, guarantors, broker or loan officer, or a guest signer.
- Set a signing order (optional) — leave blank and everyone signs at once; number signers 1, 2, 3 to release the packet in stages.
- Send. Signers get an e-mail link, need no login, and can sign on desktop or phone.
Templates that place their own fieldsA Doc Wizard template with e-sign markers places the fields for you — no dragging on documents you send often.
A signer with no fields is droppedAnyone listed without at least one field is removed at send time and never receives the packet. Check every signer has a field before you send.
Tracking and completion
The Docs tab shows per-signer status. You can resend, correct a signer's e-mail address, void, or archive an envelope. Automatic reminders go out until the packet is signed.
When the last signer finishes, signatures are flattened into the PDF, a certification page is appended, and the signed document is stored on the loan file. A branded Certificate of Completion records who signed what and when.
Signing links are never shownFor security, a signing link only ever goes to its signer's inbox. If someone didn't receive theirs, use Resend rather than forwarding.
Send yourself the first oneAdd yourself as a guest signer and complete a packet end to end before a borrower ever sees one.
Full detail: in LendingWise, open Loan Origination → User Guide → E-Sign V2 Workspace.
Updated about 9 hours ago