- Providing Electronic Signatures on a Contract for a Loan Application
- 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.
- You have completed the
- Providing Electronic Signatures on a Contract for a Loan Application
- topic.
- 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.
- Original Path
- Task
- Contract Name
- Sign Off
- Password
- Sign
- Submit
- After the loan underwriter reviews and approves a loan application, it is routed to the main applicant for obtaining their electronic signature and sign off.
- In this topic, you will perform the final sign off for a loan application.
- : This task is actionable by the loan applicant. The loan application is routed to the applicant if the
- Note
- Electronic Signature Ruleset
- true
- Understanding Oracle Financial Services Loan Application Business Rules