Document center
e-signatures - agreements - ID & income - letters generated
Demo dataGenerate document
Pending e-sign
1
signature envelopes and borrower review
Overdue - > 24h
2
redaction review before release
Documents generated - today
5
5 generated artifacts
Storage
1.4 MB
7 yr retention - encrypted
| Document | Loan | Customer | Activity | Size | State |
|---|---|---|---|---|---|
| Promissory notepromissory_note | #58044 | Marcus Reyes | 2026-04-03 | 184 KB | signed |
| Uploaded income letterincome-letter-renata-volkov.pdf | #57702 | Renata Volkov | 2026-05-03 | 312 KB | uploaded |
Generated artifacts
PDF outputs, packet artifacts, signature state, delivery, and redaction status
| Artifact | Loan | Redaction | Delivery | Storage |
|---|---|---|---|---|
| Loan agreement and Truth in Lending disclosure - 58044loan_agreement_til | #58044 | not required | delivered | demo/58044/loan_agreement_til.pdf |
| ACH authorization - 58044ach_authorization | #58044 | not required | delivered | demo/58044/ach_authorization.pdf |
| Payment schedule - 58044payment_schedule | #58044 | not required | delivered | demo/58044/payment_schedule.pdf |
| Adverse action notice - 58044adverse_action | #58044 | not required | delivered | demo/58044/adverse_action.pdf |
| Receipt of payment - 58044receipt_of_payment | #58044 | not required | delivered | demo/58044/receipt_of_payment.pdf |
Delivery evidence
notice sends, consent outcomes, provider status, and retained evidence keys
| Recipient | Template | Channel | Status | Evidence |
|---|---|---|---|---|
| Devon Ortega #57941 | ACH return notice ACH return notice for loan 57941 | queued | comms/deliveries/57941/ach-return-notice.json | |
| Devon Ortega #57941 | Promise confirmation Promise to pay confirmation | portal | delivered | comms/deliveries/57941/promise-confirmation.json |
Template library
tenant-approved PDF renderers, signature rules, and retention controls
| Template | Type | Version | Signature | Retention |
|---|---|---|---|---|
| Loan agreement and Truth in Lending disclosure | loan_agreement_til | v1 | Required | 7 yr |
| ACH authorization | ach_authorization | v1 | Required | 7 yr |
| Payment schedule | payment_schedule | v1 | No signature | 7 yr |
| Adverse action notice | adverse_action | v1 | No signature | 7 yr |
| Receipt of payment | receipt_of_payment | v1 | No signature | 7 yr |
| Right-to-cure notice | right_to_cure | v1 | No signature | 7 yr |
| Audit trail export | audit_trail | v1 | No signature | 7 yr |
Requested uploads
intake-driven evidence requests, borrower visibility, due dates, and resolution state
| Request | Applicant | Due | State |
|---|---|---|---|
| Income verification requestedemployment.income_evidence | Marcus ReyesAPP-58044 - #58044 | 2026-05-04 | uploaded |
| Identity verification requestedidentity.full_ssn | Renata VolkovAPP-57702 - #57702 | 2026-05-04 | requested |
Evidence history
request, upload, review, stipulation, and audit trail events
| Event | Applicant | Status | Evidence |
|---|---|---|---|
| Document request openedIncome verification requested | Marcus ReyesAPP-58044 - #58044 | uploaded | origination/APP-58044/document-requests/income-verification.json |
| Staff upload registeredUploaded income verification | Marcus ReyesAPP-58044 - #58044 | uploaded | documents/uploads/58044/99999999-2202-4999-8999-999999999999.json |
| document request acceptOperator accepted income evidence for underwriting. | Marcus ReyesAPP-58044 - #58044 | applied | origination/APP-58044/document-requests/income-verification/accept.json |
Document send shortcuts
send seeded notices tied to loan documents and borrower consent
ACH return notice - ACH return borrower notification evidence
Redaction queue
PII review before borrower, vendor, or evidence export delivery
Right-to-cure notice - 57941
in reviewReview state-specific account number redaction before mail vendor handoff
priority 20 - 2026-04-29 15:35:00+00
Audit trail - 58044
queuedRedact staff-only notes before borrower-facing export
priority 50 - 2026-05-03 14:05:00+00