Mortgage Lenders - Digital Delivery with Proof of Viewing
  •  Initial RESPA disclosures (must provide within 72 hrs of application)
  •  ReDisclosures (must be proven received 72 hours before the signing of loan closing documents)
  •  Appraisal (must provide 3 days prior to signing final docs)
  • -Digital Delivery with Data/Signature Required
  •  Consent to order a Credit Report
  • -Digital Delivery with Notarial Act Required
  •  Spousal Consent Form

Title Companies - Digital Delivery with Proof of Viewing
  •  Revised TIL
  • -Digital Delivery with Data/Signature Required
  •  Acknowledgement of Opened Escrow Conditions/Responsibilities
  •  Most post close documents & any missed documents
  • -Digital Delivery with Notarial Act Required
  •  Identification verification
  •  AKA statements

Other Industries and Typical Documents

Certified Public Accountants
  •  Engagement Contracts
  •  Tax Statements
  •  CLIENTS SIGNATURE PAGES NEED TO BE KEPT ON FILE

Bookkeeping Firms
  •  Quarterly State & Federal Reports
  •  Sales Tax Certifications
 Contractors
  •  Bid Acceptance
  •  Change Orders
 Legal Firms
  •  Engagement Letters
  •  Statements of Fact
 Para-Legals
  •  Prepared Filings
  •  Document Completions
 Engineering
  •  Acknowledgement of Specifications
  •  Test Results
 Trucking Companies
  •  Acceptance of Manifests
  •  Submission of Driver Logs
 Document Preparation Companies
  •  Delivery of Forms
  •  Completion/Signing of forms
 Design Firms
  •  Receipt of Proprietary Designs
  •  Signature of Work Order

 Advertising Agencies
  •  Design & Copyright Acknowledgement
  •  Proofs
 Business Services & Consulting
  •  Contract for Work
  •  Liability Release
 Financial Planners
  •  Release of Liability
  •  Spousal Acknowledgements
 Real Estate Agents
  •  Listing Modifications
  •  Request for Work/Inspections
 Trade & Instructional Schools
  •  Enrollment Forms
  •  Acceptance & Engagement contracts

 ANY BUSINESS THAT!!!
  •  Requires proof of delivery of a document
  •  Signatures on a document
  •  Data and signatures on a document
  •  A witness/investigators/observers/notaries, signature/seal

For more information:
Sergio Musetti 707.332.5622






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