For the complete documentation index, see llms.txt. This page is also available as Markdown.

DocuSign

DocuSign

Borrower Hub Integration

  • Blueprint or Custom Tasks can be created in the Borrower Hub

  • A button will display in the task that will launch a popup to display the document and navigate the borrower through eSigning of the document(s)

Lender Hub Integration

  • Loan Officer can add custom eSign tasks using the Custom Tasks menu

  • Documents for custom tasks must be uploaded and signature blocks placed to create the custom eSign task

Additional Information

Service is available to all Maxwell clients

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