Client Consent for Credit - Newton Connectivity Systems
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  • Client Consent for Credit

Client Consent for Credit

Generating your consent form and sending it out to sign is super easy! Just follow the step-by-step instructions below.

Before starting: Make sure you have your preferred email address listed in the Borrower’s section as this is where the eSign request will send.

  • First we add the Client Consent for Credit by selecting it on the left side menu bar shortcut in the deal
  • Scroll down to find it, and click the orange Create PDF button
  • To send out for eSign, select the conditions by checking the box and selecting the eSign symbol
  • At the top of Conditions and Documents, click Actions > Send selected eSign documents
  • Click Submit

That’s it!

(Note: this document along with the other compliance documents generated in Velocity are templated for eSign, so all of the signature, date and text fields are already placed for you.)

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Step-by-Step Guide

  1. Client Consent for Credit