Send Form to DocuSign

This request sends a form to DocuSign for signature.

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LoanPro's Loan Management System includes an integration with DocuSign for form signature:

• DocuSign's integration needs to be set up within the account beforehand. Your DocuSign account will need to be linked to your LoanPro account.
• Our DocuSign integration works in tandem with custom forms.
• A 200 response will include the link to the document to be signed. That URL can be then be opened in a browser to continue the process with DocuSign. LoanPro will not be involved in the process again until after the document has been signed by the customer. After a signature is collected, DocuSign will send a callback request to LoanPro’s API which will send the signed document as a PDF. The signed document will be attached to the loan account.

For an example of how the DocuSign integration works within the UI, take a a look at our DocuSign – Sending a Form article.

Database

For information on custom form database tables, see the following articles:

• Database – Custom Form Entity (custom_form_entity)
• Database – Custom Form Tool to Loan Map (custom_form_tool__loan)
• Database – Custom Form Tool Entity (custom_form_tool_entity)
• Database – Custom Form Section Entity (custom_form_section_entity)

Sample Payload

{
    "loanId": 10526,
    "customFormId": 158,
    "returnUrl": "https://loanpro.simnang.com/client/app/views/docusign_sent.html"
}