- Obtaining Applicant Signatures on a Loan Application
- Obtaining Applicant Signatures on 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 obtain an applicant signature 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.
- You have completed the
- Obtaining Applicant Signatures on a Loan Application
- topic.
- First, view and print the application form.
- Next, upload a scanned copy of the signed application form.
- Use the
- Obtain Approval
- page to collect applicant signatures for a loan application.
- Use the
- Documents
- tab to view and upload applicant documents.
- Use the
- Add Attachment
- dialog box to specify the file to upload.
- The signed application form is uploaded. To view it again, click the link.
- This is an example of a loan application.
- After printing the application form for the applicants to sign, return to the
- Obtain Approval
- page.
- Use the
- Browse
- button to access and upload a file from your computer. In this example, a file has already been uploaded for you.
- Original Path
- Task
- View Application Form
- Documents
- Add
- Title
- Title
- Type
- Application Form
- Status
- Received
- Requested Date
- Requested Date
- Received Date
- Received Date
- Upload File
- OK
- Submit
- Add
- As a loan officer, after you use Oracle Financial Services Loan Origination to submit a loan application, you print a paper copy of the application, ask the applicant to sign it, then upload a scanned copy of the signed application. The signing and scanning steps are performed outside of FSLO and are not shown.
- In this topic, you will
- obtain applicant signatures on a loan application.