edisclosure Borrower s Perspective

Transcription

1 edisclosure Borrower s

2 edisclosures Borrower The information provided here will give guidance to the consumer in how to complete the edisclosure process through PRMG s Web Center 1. Borrower will receive an from the sender entitled PRMG Disclosure Package 2. Once the is opened, the borrower will see two (2) available links to select. The first link will take the borrower to the Web Center to esign and the other will reveal a video on how to esign. Click Click Here to Visit the Website 3. Sign in using the login information created during the econsent process 4. Click Login Page 1 Rev. 11/2/2015

3 5. Select PRMG Disclosure Package Page 2 Rev. 11/2/2015

4 6. There are three (3) sections: A. Documents to Review These are read-only documents for the borrower to review B. Documents to Sign These documents are to be esigned C. Documents to Print, Sign & Return These document are to be printed, signed, scanned or faxed back to PRMG Page 3 Rev. 11/2/2015

5 7. Documents to Sign Click esign to begin the esigning process 8. Borrower will type in the Authorization Code, last four (4) digits of their Social Security Number, to verify their identity and click Next 9. Borrower will follow instructions reviewing and esigning the documents as indicated by clicking the YELLOW tab. If the document does not reflect a YELLOW tab, an esignature is not required simply move forward by clicking Next Page Page 4 Rev. 11/2/2015

6 BEFORE: AFTER: 10. Once all documents have been reviewed and esigned, Click Finish to complete the esign process 11. Borrower should NOT leave or close out of the Web Center until the below confirmation is received. Otherwise, the borrower will have to redo the signing from the beginning. Click Back to Loan Detail, this will take the borrower back to the Welcome Page Page 5 Rev. 11/2/2015

7 The Welcome Page will confirm the esign has been completed. Borrower can click the Print icon under the Documents to Sign section for a copy of the signed documents if they choose 12. Documents to Print, Sign & Return Borrower will need to print the remaining documents requiring a wet signature by clicking Print Page 6 Rev. 11/2/2015

8 13. This will generate a new pop-up window revealing the documents that need to be printed and signed. Also included is a fax cover page, which includes a bar-code that will automatically direct the documents back to the Borrower s loan file. Hover over the page, click the print icon. Once done click Back to Loan Detail 14. Sending wet signed documents back to Borrower s loan file can be done in three (3) ways; Listed in order of preferred ways 1. Fax: Preferred way: use the Fax Cover Sheet and fax to the unique fax number provided on the page 2. Upload File: 2 nd preferred way: upload documents in the Upload File section and choose OTHER from the File Type dropdown menu, browse and attached wet signed documents and click Upload File Page 7 Rev. 11/2/2015

9 3. Upload: Least preferred due to added steps for Borrower, requiring each document to be saved individually. Click Upload, Browse and attach click Upload Return to Home Page and Log out Page 8 Rev. 11/2/2015

10