Loan documents

Once your loan is formally approved, loan documents typically take 1-3 business days to be issued. You can refer to your Back Channel Message (BCM) or contact the panel solicitor assigned to the application for updates. 

If your client hasn’t received loan documents within that timeframe, they should contact their solicitor. If you require further information, you can use live chat in Broker Portal. Ensure you have the application ID ready before starting the chat.

Signing documents

Your client can electronically sign loan documents with DocuSign. If your clients do not wish to electronically sign their loan documents, you can print the documents and arrange for them to physically wet sign the documents. All borrowers must use the same method of signing and their signatures must match their photo ID. 

All original signed documents (including for example guarantor documents) will need to be returned to our panel solicitor’s office. Their details can be found on the formal approval letter and on the cover sheet of the loan documentation pack.  

You will receive an email notification once all parties have signed the forms in DocuSign. The email contains a link to download the signed loan documents and this link is valid for 7 days only. 

For more information on what happens after formal approval of your client’s loan application, see:

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