Completing eDisclosure Tasks 

During the mortgage process your Lender may request you to electronically sign disclosure documents and/or complete related tasks. You will receive an email notification from your lender referencing the documents that will need to be viewed, wet signed and uploaded, and/or e-Signed. 
 

To access your disclosure tasks:

• Login into your account, assigned Disclosures tasks will appear on the dashboard page
• Click the “Disclosures” task button
• Click the “Review & Sign Documents” button 
• A second browser window will open → Click “Continue”
• If you are asked to input an authentication code, enter your code and click "Send"
• View and accept the electronic consent agreement by clicking “Agree”

Completing disclosure task items including eSigning documents

• Complete each task as requested and click “Done” once complete
• All tasks should be in “Completed” status prior to closing out this window or logging off 

e-Sign Documents 

• On the e-Sign Documents task click “Sign”
• The loan documents will load, click "Next"
• Click “Start” then click on the first signature line to adopt a signature
   
• Select your signature then click “ADOPT AND SIGN”

• Continue by clicking to sign, date or make selections where necessary until you have reached the end of the document package 
• Click “Finished”
• If all required fields are complete the e-Sign Documents task will move to “Completed” status
   

• Once all tasks have moved from “Pending” to “Completed” status you can close the browser window

Tip: 

Please reach out to your Lender if asked and you do not know your authentication code. You will be locked out of disclosures after five failed attempts. If you see the following error please reach out to your Lender.