auto draft go paperless page | 1 - vanderbilt mortgage and ... · if user wishes to enroll/update...
TRANSCRIPT
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• Auto Draft
• Go Paperless
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Electronic Verification
If user wishes to enroll/update their AutoDraft information OR enroll in Paperless
they must follow the Electronic Verification steps first.
Electronic Verification is a one (1) time process.
Electronic Verification:
• Verify Adobe Reader
• Verify Email Address
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Electronic Verification:
• If user answers “No”
Electronic Verification:
• User is prompted to download in
order to continue.
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Electronic Verification:
• If user answers “Yes”
Electronic Verification:
• User is prompted
to enter 7 digit
code.
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Electronic Verification:
• User has entered the wrong 7 digit code.
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Electronic Verification:
• User is prompted to enter a new one if “Yes” is selected again.
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Electronic Verification:
• Message page after sending the
email to confirm
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Electronic Verification:
Message page if user tries to continue
without email confirmation.
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Electronic Verification:
Email user will be getting with link to confirm
email.
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Electronic Verification:
• User must agree to the “online terms and
conditions” agreement
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Go Paperless
Go Paperless
• User must agree to “Consent to receive
electronic communications”
Page | 12
Go Paperless
• Page to opt in or to Stop
Paperless
Page | 13
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Locations for Paperless
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All agreements have been imaged….
Content Manager
E-Sign Certificate has changed to Electronic Signature Verification