Updating an email address on initial edisclosure package

Updating an email address on initial edisclosure package



  1. Loan Officer emails stating the borrower/co-borrower email address is wrong
  2. Update new email address in LOS
  3. Create NEW email message
  1. Input NEW borrower email address in the TO field
  2. Copy/paste draft below into new message

Good Evening,


We have corrected your email address so that you can receive your initial documents.   Please click on the link(s) so that you can access your documents.


If you have any problems, please contact your loan officer.


Thank you.



(BorrowerName) – 



Loan Officer:  

Processor:  


First State Mortgage
Your Easiest Path to HomeownershipSM

502 N. Hershey Rd  |  Bloomington, IL  61704



  1. Open DocMagic/log in
  2. Click on eSign Console/Search for loan#/click on loan# hyperlink to open
  3. Click on Borrower Link that states:  Sign Documents
  1. New window will open
  2. Copy the URL
  1. Paste the URL into the NEW message draft where it states:   Borrower – 
  2. Change Borrower label to:  borrower’s name
  3. Input the LO’s name and Processor’s name
  4. Send Email to borrower(s)
  5. Reply to all on the LOS email including the Loan Officer in cc field
  1. Email updated in LOS
  2. Link has been sent to (borrower’s name)