How to use Adobe Sign?

How to use Adobe Sign?

Step 1- You will receive an email from Adobe Sign with a blue box to click to review and sign a
list of documents you need sign and others you need to send in order to start the process. The list
will have a link next to the documents needed where you click to sign or attach.

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How to use Adobe Sign?

Step 1 (continuation)- You will receive an email from Adobe Sign with a blue box to click to review and sign
a list of documents you need sign and other you need to send in order to start the process. The list will have a link
next to the documents needed where you click to sign or attach.

o To create your signature you have to click on the yellow fields.

The first time you will get a box where you can sign. You can
type your name, draw, put an image of your signature you
already have or if using mobile press Mobile and use your finger.
When you press Apply you will automatically upload that
signature and the next fields you only have to double click and
signature will appear.

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How to use Adobe Sign?

Step 1 (continuation)- You will receive an email from Adobe Sign with a blue box to click to
review and sign a list of documents you need sign and other you need to send in order to start the
process. The list will have a link next to the documents needed where you click to sign or attach.

o Make sure to click and sign in all required

fields, you will not be able to send if the
required fields are not signed.

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How to use Adobe Sign?

Step 2- Branch will review the documents you sent and the ones signed and continue the approval
process. Once your loan is approved, you will receive a 2nd email from Adobe Sign with the following
documents to be reviewed and signed in the correspondent signature fields.
o Loan Contract
o Trinidad Promissory Note
o Customer Credit Disclosure
o Notice to Co-signer (if applicable)
o Digital Disbursement Consent

Example:

o When done signing press Click to Sign.

o You cannot send if the required fields
are not signed.

o You will see a confirmation that you are

all set!

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How to use Adobe Sign?

Step 3- Once signed documents are been sent to us, you will receive an automatic email from Adobe Sign
with confirmation and copy of the signed documents sent. This are not your final copies.

o Example of signed contract.

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How to use Adobe Sign?

Step 4- When the branch receives all signed documents and the loan had been disbursed, you will receive
a notification by email that loan process is complete and the money (if applicable) will be deposited directly
into your bank account through ACH and will be available over the next few working days.