Welcome to a short Consumer Connect Introduction. This will help our clients understand the document portal and the DocuSign capabilities.
This is a secure system. The use of this system will protect your documents and privacy. It also will guide you through any outstanding loan related task that may need your attention. We're hoping that this system simplifies your loan origination process and creates a great experience for all our clients!
Initial Email To Establish eConsent: An email similar to the one below will go to the client to establish eConsent. Please go to CLICK HERE TO VISIT THE WEBSITE:
This will take the client to the sign-in screen.
Login Screen: This is what the client will see after clicking the link in the notification emails. Clients can create their account or reset their user name and/or password after it's created.
The system will retain their user name and password. The results from this system usage have been very good. The feedback has been positive from our existing clients.
Welcome to the Home Screen. The client can click HOME anytime and return here.
This is the home screen. Nothing is done here. The client will click Complete Tasks to move to the next slide below.
Pending Task Page
When Red Diamond requests a document or submits a request for DocuSign signatures this is where the client goes to complete those tasks.
Each time there are new tasks sent to the client those will show up in a new Task List. There is no limit to the number of tasks lists that can be setup for the client.
This is a screen shot of Task List 2 from above. This is an initial disclosure package so there are multiple tasks associated with it.
This is a view of the task list itself. The client sees this when they click View List.
This is a copy of Task List 2 above. It opens up and the client can complete their tasks.
Under the eSign Documents tab above I clicked the blue box Open Documents to get to this page:
If the documents had not been signed then the client could sign them next and the system will prompt them through the DocuSign process.
In this screen shot the documents have already been signed.
The client can download a copy of the documents or print them.
Back to Task List 2 from above: View Task List Page/Screen Shot
If they need to View Documents per the system requirements it will reflect that task is still open and have a dark blue box.
The Social Security Administration Forms require wet signatures. The task to the far right is how they show up for the client. This Social Security Administration task must be printed and signed and sent back to Red Diamond as an email or fax.
Completed tasks show up like this with a green check mark.
Completed tasks remain in the system. If they need to View Documents per the system requirements it will reflect that task is still open and have a dark blue box.
Back to the PENDING Tasks and the closed tasks go away, we're left with Task List 3, 5 & 6. Task List 2 was completed so it moves to the COMPLETED task section.
The Pending Tasks Show up in Pending and the Completed Tasks show up in Completed.
I clicked on Completed Tasks - you can see what's been done here and get to all the documents and open up any signed disclosures here.
Everything that's been completed by the client shows up here. Nothing is lost and they have a record of everything they have signed.
Back to Open Tasks: I clicked on Task List 6 above: Upload your HOA Statement.
The client can drag or go to the documents they need to upload. Having multiple task lists is not a bad thing. Sort of keeps things organized.
Now I clicked on Uploads: The client can see all the documents they have uploaded into the system.
Very simple to see what they have provided us.
Next is Summary: It summarizes the loan terms.
Very simple to see what they are working on. There should not be any confusion about this.
Next is Notifications. There are none for this client currently.
That's it! We hope you enjoyed your introduction to our Consumer Connect site!
Click below to reach out to any of our team members for assistance! We look forward to helping you with all your Home Loan needs!