Transfersafe: Secure document upload
Through our secure document imaging system, Transfersafe, you can upload all your documents and financial statements, and ensure they’re collected in one, safe, easy-to-access place. Our automation tools then allow for digital verification of data with automated bank statement, income, and tax return gathering. No collecting paystubs or digging up old files.
Secure document upload via Transfersafe: Step-by-step instructions
- Log in with the username and password you created when you first applied for your loan. Go directly to your Transfersafe account page to log in, or use the link your loan officer sent you via email.
- Next you’ll arrive at the loan center. To enter Transfersafe, click on the “Complete Your To-Do List” button.
- Here you’ll see your to-do list of required tasks. These include electronically signing and uploading important documents, ordering for your appraisal and providing your insurance information and employment verification.
- To complete an item on your list, click on a task. There will be a description of which documents need to be uploaded for each task. Upload the appropriate files by clicking in the upload box or dragging and dropping them from your computer.
Sometimes there are tasks that need to be completed first before you continue with others. These tasks are highlighted. There will only be one highlighted task at a time.
How to upload documents: reviewing and approving your application kit
To start this process, click on the highlighted task. This will show the name of the document that needs to be reviewed.
- First, you’ll be asked to agree to our terms and conditions and to provide e-consent. Then you will be redirected from our site to a DocuSign secure e-signature website on the same tab. Fill out the form there.
- If you’re ever unsure about the form or have questions for your loan officer, you can always click the back button to return to the Transfersafe page.
- If you’re paying for an appraisal with a credit card, this task is also always highlighted.
- When you’re finished with the highlighted tasks, continue with the others in any order you wish. When a task is complete, there will be a check mark next to it.
- Always remember to read each direction carefully. Sometimes a task requires you to upload multiple documents. For example, you might have to upload two pay stubs instead of one. Be sure to upload everything before marking a task as complete.
- When you’re finished with your tasks, click save and log out. If you need to complete more tasks as you get further into the loan process, you’ll be notified via email.
Once the Transfersafe process is complete, keep your eyes on your inbox for next steps.
Always feel free to reach out to your loan officer, who will be happy to answer any questions.
