- Obtaining Applicant Signatures on a Contract
- Obtaining Applicant Signatures on a Contract
- 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 Contract
- topic.
- First, view and print the contract.
- Note
- : This task is actionable by the loan processor. The loan application is routed to the loan processor if the
- Check Electronic Signature Ruleset
- is set to
- false
- . See the
- Understanding the Check Electronic Signature Ruleset
- section for more information.
- Use the
- Obtain final signatures from
- applicant
- for approved loan application
- number
- page to collect applicant signatures for the loan application contract.
- This is an example of a contract.
- After printing the contract for the applicants to sign, return to the
- Obtain final signatures from
- applicant
- for approved loan application
- number
- page.
- Use the
- Add Attachment
- dialog box to specify the file to upload.
- Use the
- Browse
- button to access and upload a file from your computer. In this example, a file has already been uploaded for you.
- Use the
- Contracts
- tab to print and upload the signed loan contract.
- Original Path
- Task
- Contracts
- Document Link
- Approval Obtained
- Approved Date
- Approved Date
- Settings
- Add
- OK
- Submit
- As a loan processor, after a loan application has passed the underwriting review, you print a paper copy of the loan contract, ask the applicant to sign it, then upload a scanned copy of the signed contract. The signing and scanning steps are performed outside of Oracle ULO and are not shown.
- : This task is routed to the loan processor only if the
- Note
- Check Electronic Signature Ruleset
- false
- Understanding the
- Check Electronic Signature Ruleset
- In this topic, you will
- obtain applicant signatures on a loan contract.