Description:
Esign packages can often not be completed due to changes on the loan. This article describes how to download the disclosure so the package can be wet signed.
Steps to resolve:
Follow the steps below to download a partially completed package. The package can then be printed, wet signed, and uploaded outside of nCino Mortgage.
Web:
- If you want to download the partially completed disclosure from nCino Mortgage follow the steps below:
- From the tasks tab on the loan overview page, select the package task and 'Track Disclosure Package'.
- From the Task section, select the hyperlink package on the row of the user who has completed signing.
- Another thing to consider is removing the task that was not completed.
- This will push the package to your LOS, where it can be downloaded and printed to be wet signed as needed. (note the ability to delete disclosure assignments is a controlled setting)
- From the tasks tab on the loan overview page, select the package task and 'Track Disclosure Package'.
- Completed Disclosures will import to your LOS, but can be downloaded from the documents section on the package tracker.