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'.
- Navigate to the Tasks Tab.
- Find the row of the user who has completed signing and click on it. This will open the package as it has been completed by this user in a PDF viewer.
- Click the printer icon to download the document.
- From the tasks tab on the loan overview page, select the package task and 'Track Disclosure Package'.
- 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)
- Completed Disclosures will import to your LOS, but can be downloaded from the documents section on the package tracker.
- Go to the Documents tab and click "View all".
- Click on the option for completed package documents and then Open in Doc Viewer.
- Then, just click either of the icons at the top to download.
- Go to the Documents tab and click "View all".