Providing Electronic Signatures on a Contract for a Loan Application

Use the My Tasks page to view all loan applications on which you have to act.

The My Tasks page automatically opens after you log into Oracle Business Process Management Workspace.

Select the loan application task you want to perform an underwriting review on.

Click the task to open it in the Task Details section. Double-click the task to open in a new window. In this example, you will double-click the task.

Use the Provide electronic signature on contracts for loan application page to review the customer agreement and sign the document electronically.

First, review the customer agreement.

Next, sign off on the contract.

A new window opens with the applicant's username for login.

Click the Submit button to route the loan application back to the loan processor.

This is an example of a customer loan agreement.

After reviewing the document, return to the Provide electronic signature on contracts for loan application page.

This is an example of an electronic signature confirmation.

After sign-off, return to the Provide electronic signature on contracts for loan application page.

Note: This task is actionable by the loan applicant. The loan application is routed to the applicant if the Electronic Signature Ruleset is set to true. See the Understanding the Check Electronic Signature Ruleset section for more information.

Providing Electronic Signatures on a Contract for a Loan Application

You have completed the Providing Electronic Signatures on a Contract for a Loan Application topic.

Double-click the Task object.
Click the Contract Name link.
Click the Sign Off link.
Click in the Password field.
Enter the desired information into the field. Enter
a valid value
e.g.
"password"
.
Click the Sign button.
Click the Submit button.
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