Adding a Lender Signature for Commercial Notes or Loan Agreements

Certain loan documents require signatures from specific parties to be completed. These vary by document type and financial institution.

Ensure you are in IE mode and using Microsoft Edge™.

Navigate to OnBoard Loans.
Select Administration > Vendor Tools > OPSA.
Navigate to Lending Policy Setup.
Highlight the appropriate policy and select Edit.
Select Signatures and review the settings.
Select the Include a Signature Line for a Representation of This Organization on Close End Contract Documents option, if applicable.

Note If this option is selected, the user must select the Exclude Lender's Signature and Acknowledgment from Security Instruments option.
Select Save and Exit.
Select Exit.

Consult with your Compliance department to determine the signature requirements for your documents.