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Mosaic Loan Documents are now part of the convert to a project DocuSign workflow.
Once a loan application is approved in Aurora, the loan docs will automatically be added to the sequence of documents sent to the customer’s email.
New vs old process.
Loan documents are now generated in the DocuSign Workflow
Walkthrough & Live Demonstration
The software has been updated to use a vertical scroll instead of a paginated view. 9 minutes of good content. Jump to Minute 4:58 to start and the presentation ends at 13:48.
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