Using DocuSign to e-Sign Your Documents
If you’ve been asked to sign documents as part of your mortgage application process, DocuSign offers a fast, secure, and fully digital way to complete them. Whether you’re reviewing disclosures, providing consent, or signing loan documents, DocuSign makes it simple to handle everything from your computer or mobile device.
In this guide, we’ll walk you through exactly how to review, sign, and submit your documents using DocuSign — step by step, with no printing or scanning required.
Why You’re Being Asked to Sign via DocuSign
As part of your mortgage journey, there are documents that must be reviewed and signed electronically—such as:
- Loan disclosures
- Authorization forms
- Asset verification letters
- Closing acknowledgments
DocuSign allows you to complete this process securely and without the need to print, scan, or mail anything.
What You’ll Need
To get started, just make sure you have access to the email you used for your mortgage application—that’s where the DocuSign link will be sent. You’ll also need a stable internet connection and a device like a computer, tablet, or smartphone. The best part? You don’t need to create a DocuSign account. Simply click the link in the email and follow the prompts to sign your document
Step-by-Step: How to Sign Your Documents in DocuSign
1. Open the Notification
You’ll receive an email, message, or WhatsApp notification from DocuSign when your documents are ready to review. Open it and click “Review Document” to begin.
2. Accept the Electronic Disclosure
Before signing, you’ll be prompted to agree to DocuSign’s terms for using electronic signatures.
Check the disclosure box, then click “Continue.”
3. Fill Out Required Fields
Complete any fields marked as required by your loan advisor—this may include your name, address, or other financial information.
4. Add Your Signature
When it’s time to sign, DocuSign will guide you to the signature field.
If it’s your first time using the platform, you’ll be asked to adopt a signature.
5. Choose a Signature Style or Draw Your Own
You can select a pre-generated style or use your finger or mouse to draw your own. Once satisfied, click “Adopt and Sign” to place your signature on the document.
6. Click Finish
After completing all required actions, click “Finish” to submit the signed document.
7. Wait for Final Confirmation
You’ll receive an email confirmation once the document has been fully signed by all parties.
You can then view, download, or save a final copy for your records.
Helpful Tips
- Use a secure network when signing sensitive documents.
- If you’re unsure about any field, contact your UnrealFi loan advisor before submitting.
- You do not need to create a DocuSign account unless you want to track your document history.
- Signed documents can be downloaded and stored safely for future reference.
Final Thoughts
DocuSign makes it easy to sign and submit your documents without any printing or scanning. It’s fast, secure, and keeps things moving.
If you’re ever unsure about what to do next or have a question while signing, don’t worry — your UnrealFi loan advisor is here to help every step of the way.
