b.o.l.t. training2018/08/15 · mountain west financial, inc. - b.o.l.t. training - lesson 15 e...
TRANSCRIPT
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B.O.L.T. TRAINING
Mountain West Financial, Inc. - B.O.L.T. Training -
Lesson 15 - E-Signing Disclosures
01-JAN-19Lesson 15 - E-Signing Disclosures
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In This Training We Will Discuss
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
• E-Signing Disclosures
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
E-Signing Disclosures
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
The Loan Officer and all Borrowers will receive the Disclosures through email.1.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Within the email, click “e-Sign Portal”.2.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
The Secure Sign In will appear.3.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Enter the Last Name (Borrower’s Last Name).4.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Enter Property Zip (5 Digit Subject Property Zip Code).5.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Click “Sign In”.6.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
The Electronic Records & Signatures Agreement will appear.7.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
If DeclinedThe E-Signature process cannot be completed and the link will no longer be valid. The Disclosures will have to be signed by hand. Contact your Production Coordinator for more information.
8-A.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
If AcceptedThe Disclosures will appear.8-B.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Review the Disclosures.9.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
For Documents Requiring E-SignaturesClick “Sign” on the signature line or yellow flag.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
For Documents Requiring InformationSelect the appropriate Checkboxes or type in the appropriate information.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
Once the Disclosures have completely been Reviewed/Signed, click “Continue”.10.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
The E-Signing process is complete.11.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
The option to Download or Print the signed Disclosures is available.12.
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Important Information
Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures
• To view the E-Signed Disclosures in B.O.L.T., all parties must Consent, E-Sign and Complete the E-Signing process, meaning:
• The Loan Officer must Consent, E-Sign and Complete the E-Signing process within 10 Days of the email link being sent.
• After 10 Days, the email link will expire and the Disclosures will need to be printed and hand-signed.
• All Borrowers must Consent, E-Sign and Complete the E-Signing process within 10 Days of the email link being sent.
• After 10 Days, the email link will expire and the Disclosures will need to be printed and hand-signed.
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Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures