How to Upload and Send Wet Signed Documents to the Lender

Review the steps below to send Wet Signed documents to the lender after the in-person meeting has taken place! 

Note: Non-PDF files are unable to be annotated and will be marked as Read-only 

1. Start on the Documents tab 

• Filter the documents the borrower will be signing during the in-person meeting by selecting Wet Sign and Closing Package 
  • Click the checkbox at the top to select all of the documents
    • Click the Download icon 

2. The borrowers will sign these documents during the in-person meeting

3. Once the meeting has taken place scan all of the signed documents to your computer 

4. From the Documents tab click the + Add document button to upload the Wet Signed documents 

Note: When adding additional documents to the order, you must use a new/different document name or the new upload will replace the old document as a more recent version. Read more on Document Versions here.

• Find the documents on your computer and click Open
• From the Signing type dropdown select Wet sign
  • Select Yes for, “Is this a signed document”
• From the Document type dropdown select Other
  • Fill in the document type description for ex. fully executed closing documents from title 

5. Click Upload