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B.O.L.T. TRAINING Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 - E-Signing Disclosures 01-JAN-19 Lesson 15 - E-Signing Disclosures

B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

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Page 1: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

B.O.L.T. TRAINING

Mountain West Financial, Inc. - B.O.L.T. Training -

Lesson 15 - E-Signing Disclosures

01-JAN-19Lesson 15 - E-Signing Disclosures

Page 2: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

In This Training We Will Discuss

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

• E-Signing Disclosures

Page 3: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

E-Signing Disclosures

Page 4: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

The Loan Officer and all Borrowers will receive the Disclosures through email.1.

Page 5: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Within the email, click “e-Sign Portal”.2.

Page 6: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

The Secure Sign In will appear.3.

Page 7: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Enter the Last Name (Borrower’s Last Name).4.

Page 8: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Enter Property Zip (5 Digit Subject Property Zip Code).5.

Page 9: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Click “Sign In”.6.

Page 10: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

The Electronic Records & Signatures Agreement will appear.7.

Page 11: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

If DeclinedThe E-Signature process cannot be completed and the link will no longer be valid. The Disclosures will have to be signed by hand. Contact your Production Coordinator for more information.

8-A.

Page 12: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

If AcceptedThe Disclosures will appear.8-B.

Page 13: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Review the Disclosures.9.

Page 14: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

For Documents Requiring E-SignaturesClick “Sign” on the signature line or yellow flag.

Page 15: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

For Documents Requiring InformationSelect the appropriate Checkboxes or type in the appropriate information.

Page 16: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

Once the Disclosures have completely been Reviewed/Signed, click “Continue”.10.

Page 17: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

The E-Signing process is complete.11.

Page 18: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

The option to Download or Print the signed Disclosures is available.12.

Page 19: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

Important Information

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures

• To view the E-Signed Disclosures in B.O.L.T., all parties must Consent, E-Sign and Complete the E-Signing process, meaning:

• The Loan Officer must Consent, E-Sign and Complete the E-Signing process within 10 Days of the email link being sent.

• After 10 Days, the email link will expire and the Disclosures will need to be printed and hand-signed.

• All Borrowers must Consent, E-Sign and Complete the E-Signing process within 10 Days of the email link being sent.

• After 10 Days, the email link will expire and the Disclosures will need to be printed and hand-signed.

Page 20: B.O.L.T. TRAINING2018/08/15  · Mountain West Financial, Inc. - B.O.L.T. Training - Lesson 15 E Signing Disclosures 01- JAN 19 If Declined The E-Signature process cannot be completed

THANK YOU FOR VIEWINGFor further B.O.L.T. Training, please visit https://www.mwfwholesale.com

Mountain West Financial, Inc. - B.O.L.T. Training - 01-JAN-19Lesson 15 - E-Signing Disclosures