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Adding Documents For Signature

Import any PDF. If it has editable fields, we auto-populate them. If not, use the in-built editor to add fields.

Portals can include documents the borrower needs to sign - commitment letters, FINTRAC declarations, custom disclosures, you name it. Just import any PDF and we handle the rest.

Importing A PDF

  1. Open the template editor (or open an existing portal session).
  2. In the Signable Documents section, click + Add Document.
  3. Pick a PDF from your computer.
  4. The PDF is uploaded and processed.

Auto-Populating Editable Fields

If your PDF already has editable fields (most professionally-produced PDFs do - FINTRAC forms, lender commitment templates, etc.), we auto-populate them with the data we already have on the client.

You don't have to manually map anything - we use the field names in the PDF to figure out what goes where.

Using The In-Built Editor (When There Are No Editable Fields)

If your PDF is a flat scan or doesn't have editable fields, the in-built editor lets you add them.

  1. After upload, click Edit Fields.
  2. The editor opens with the PDF on canvas.
  3. Drag field types onto the canvas:
    • Text field (for typed input - name, address, etc.).
    • Date field.
    • Checkbox.
    • Signature field.
  4. Resize each field to fit the spot on the PDF.
  5. Label each field so we know what it's for.
  6. Save.

Once saved, the fields will auto-populate from portal data the same way as native fields do.

What The Borrower Sees

In the portal, signable docs appear in a dedicated section. The borrower:

  1. Taps the doc to open it.
  2. Reviews any auto-populated info.
  3. Fills in any remaining fields.
  4. Signs by drawing or typing their signature.
  5. Submits.

The signed PDF is available to you immediately in the portal session.

Common Doc Types

What To Do Next

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