Submitting Loan Documents

There are many fast and easy ways to submit loan documents as part of the loan application process.

1. You can invite the customer to sign the documents electronically, or e-sign the document at your store on a mobile device. If you want the customer to sign the documents at the store, press "Sign Now" shown in blue. If you want the customer to e-sign at home, you can do that by clicking "Send Invitation" shown in red.

We will also invite the customer to provide any document missing. These documents will be sent directly to us and checked off in your portal if approved. There is also a text box where you can send personalized message to the customer if needed.  

 

2. If you want to submit documents manually, click "Print, sign and send document to Financeit". An email notification will be sent to let you know when have received and approved the signed documents.

 

3. You can always email your documents to docs@financeit.io. An email notification will be sent to let you that we have received the documents. Please insert the loan application number in the title for faster process. 

4. Fax the documents to us at 1-888-754-6570.

Have more questions? Submit a request

Comments

Powered by Zendesk