DocuSign – Sending a Form


As a lender, you will likely need your borrowers to sign a few documents regarding their loans. However, having a borrower physically sign a document may take too much time or may be difficult due to location. Instead of relying on physical signatures, you can use our DocuSign integration to have your borrowers sign their forms electronically. This article explains the steps required to send a DocuSign template form to a borrower.

If you're new to the DocuSign integration and haven't set up your account, our DocuSign – Setup article explains how to do exactly that and integrate it with LMS.

Creating the Signable Form

Sending your Template

To begin, you will need a loan in LMS linked to the customer you want to send the form to. If you haven't already, create a new customer or use an existing customer profile. After creating a customer, you will need to create a template in custom forms; this is what will be sent to the customer. Once you have a template set up, you can send the DocuSign form by navigating to the customer's specific loan.

To find the template you created, navigate to Servicing > Custom Forms within the individual loan account. Here, you will find a list of all the custom form templates you've created. Find your DocuSign-enabled template and click the padlock icon to the right of it to send it to DocuSign.

Sending the form to DocuSign will open the form in a new tab of your browser. While your form is loading, you may get a notification at the top of your page in the URL warning you that "Pop-ups were blocked on this page". Your address bar may look something like this:

If this appears, you will need to allows pop-ups from LoanPro. To do so, click on the icon and select 'Always allow pop-ups and redirects from'.

Now that pop-ups are enabled, you will be redirected to DocuSign. If you aren't redirected to DocuSign, click the lock icon again.

In DocuSign, you can view your form and send it to the borrower. But before doing so, make sure that the information within the form is correct. To send the form to the customer, click 'Send' in the bottom right corner.

Signing by the Customer

After you send the template to the customer, they will receive an email notifying them that they have a document to sign.

The customer can click 'Review Document' to sign their form.

Status of the Form

Once the form is signed, the integration with LMS will add the signed form as a Loan Document. To view it, navigate to the specific loan and select Servicing > Documents.

Here, you will see your template and the status showing whether it's active. It also will display when the template was created.

Edge Cases

LMS custom form variables for DocuSign only include primary and secondary customer signature and initials. If a document needs to be countersigned by you, the lender, you will have to adjust it after you send a form to DocuSign. There you can add signers and signatures.

Customer Questions

How is a DocuSign form sent to the customer? DocuSign will send the forms to the customer's primary email listed within LoanPro.

Can I access my DocuSign account in LMS? DocuSign can't be accessed or seen inside the LMS UI. To view your DocuSign account information, log in to your DocuSign account directly.

What's Next

For more information on integrating with DocuSign, see DocuSign and API - DocuSign Integration.

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