Help

Expedite Portal Help Section

Login Page

This is the initial page you will reach when clicking on the link in your email.

Access Your Account

To login, you must first provide your username, which is the email address used to establish your account. This is the email address that received your initial registration invitation.

Users with Shared Email Address

If you share an email address with another user, the system will ask you to specify which account is yours. The system will provide the first and last names associated with the email address. Select your name to enter your account.

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Password Page

Here you will enter your password.

Password

This is the secure, case sensitive password you created during registration. Please pay careful attention to password protocols listed on this page to ensure your password is secure.

Account Lock

After five unsuccessful attempts at providing your password, your account will be locked. The account will remain locked for 15 minutes. After that time, you may return to your account to try again.

Forgot password?

If you do not remember your password, click Having trouble? Click Send Email to have your password emailed to you.

Clicking Cancel Button

If you click the Cancel button, you will be taken to the Cancel page. Click OK to return to Login Page. No information entered on the page will be saved. You can click your financial institution's logo in the upper left-hand corner to return to the Login page.

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Registration Process

The Expedite Portal registration process should be straight-forward. This registration process ensures that your identity and information are protected. Below, you can view page-specific help on how best to complete the process, as well as extra tips.

Clicking Cancel Button

If you click the Cancel button, you will be taken to the Cancel page. Click OK to return to the Login page. No information entered on the page will be saved. You can click your financial institution's logo in the upper left-hand corner to return to the Login page.

Instructions Page

To protect your information, you are required to authenticate your identity prior to creating an account. To do so, you must answer specific questions provided by the sender and/or enter a security code received via text message or voice call. If you do not know the answers to questions presented to you, please contact technical support or the sender which should be included in the email notification you received.

Create Password Page

Create Password

Enter and re-enter a password that meets all listed requirements.

Multifactor Authentication

Expedite Portal offers three options for authentication as listed below. You may select one, two, or all three options. You will be presented with screens to complete each option selected.

Security Codes

You can enter a phone number that can be used to receive an SMS text message or voice call with the security code.

Google Authenticator

If Google Authenticator was chosen, select the appropriate phone type (Android, iPhone, BlackBerry) and follow the displayed instructions and prompts.

Backup Codes

If Backup Codes were chosen, print the codes and store in a safe place. Each code can only be used once.

Private Device

Check the box if you are accessing your account on a private device to save your credentials. This is not recommended if you are accessing your account on a public or shared computer.

Consent Page

You must provide consent to receiving electronic document deliveries. If you do not provide consent, you will not receive electronic deliveries going forward. If you provide consent and wish to change this at a later time, it can be updated through the User Info > Preferences option.

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Dashboard Page

The Expedite Portal Dashboard is the hub of all your electronic deliveries and accounts, where high-level account information, items / to-dos you need to complete, and getting started resources are located. Although you will receive email notifications when anything new is delivered, it's recommended that you visit this page often to keep up-to-date with your account. Below, you can find detailed information about all the different sections of your Dashboard. (Items displayed will depend upon what your lender has enabled.)

Your To-Do List

Often the package sender will ask you to read, sign, or provide documents for an account. These different types of to-dos will come to you as packages. Just think of packages as an electronic grouping of document(s). A package is essentially the electronic envelope that will hold together all items being sent to you. Here, each of those package types is broken out for easy reference. Numbered notifications show how many to-dos you have grouped by type (New, Due, Sign, Upload, and Read).

To Complete To-Dos

Click any active icon. If you only have one to-do for a specific type of package, you will be taken to the Documents page, where you can see and select which specific package you'd like to fulfill.

Your Accounts

Conversation Bubble Icon

Opens the Account page.

Documents Button

You can access documents or document to-dos by account type. By clicking the Documents button, you will be taken to a grid display of all document to-dos for that account.

Account Activity

Activity History

The Dashboard provides a detailed history of what actions you've taken using the system. These activities are listed in chronological order.

Associated Recipients

If your account requires documents to be signed by more than one individual, the actions of all signers may be provided for reference purposes. This way you can see how far along others are on documents that affect you.

Get Help

This section contains information for requesting help.

Tips

This section contains useful tips, click on the arrow to see more.

Quick Start

This section contains useful quick start videos, click one to see more.

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Documents Page

Here you can see a list of all documents and packages you have in your Expedite Portal. At a glance, you can see how many documents and pages you will have to go through and what type of action you must complete (for example: read, sign, upload). Your lender can also provide a personalized message with extra information to help you understand what to do.

Package Filters

All

Shows all documents for all accounts.

New

Shows new documents for all accounts.

Due

Shows all documents due for all accounts.

Read

Shows documents that need to be read for all accounts.

Sign

Shows requests for extra documentation from you to satisfy a condition or stipulation. For example, you may be asked to provide a copy of your driver's license as proof of residency.

Upload

Shows documents that will be, or have been, mailed. If you prefer receiving your documents via mail, rather than electronically, or if a to-do is not completed by a specific time, the system can mark documents as Mailed. The system will only mark items as Mailed if it is set up for this special type of notification. In this case, mailed documents will be available in Expedite Portal for your review only; however, you will only be able to complete required to-dos on the mailed copies. You can print these documents for your reference; but because the document will be, or has been, "mailed", it will be watermarked. The watermark will also appear on printed documents.

Mailed

Viewing/Filtering Documents

View by Account

To view by account, select which account you would like to see to-dos for from the Account drop-down list, located in the top left-hand side of your screen.

Filter by Type

To filter by to-do, select which type of package you'd like to view from the horizontal filter list (All, New, Due, Read, Sign, Upload, Mailed), located underneath the Account drop-down list.

Associated Recipients

If your loan involves multi-recipient documents (where more than one person has to take actions on document to fulfill a to-do), the progress toward completion for any associated recipients will be provided in the Status column, so you can see how far along others are on documents that affect you.

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Accounts Page

Here you will find a list of all accounts related to your account.

Contact Information

Here, you can find your lender's contact information, as well as what contact information your lender has listed for you, by account. If you see any errors, please contact your lender.

Documents Button

You can view all the documents and packages you've received for an account by clicking the Documents button for that account.

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User Info Page

Here you will find all the pages reviewed or entered during registration. You can update or change the information provided at any time. Below, you can find detailed information about each of these pages, and some extra tips on how best to make changes.

Preferences Screen

Alternate Email

If you would like to receive notifications at a secondary email address, in addition to the primary email address that established your account (your username), you can enter it on this page. This is an optional step - you are not required to provide an alternate email address.

Consent for Use of Electronic Signatures and Documents

Your consent preference is listed and may be changed at any time. Click the Change Consent link at the bottom of the page for the applicable account.

Clicking Cancel Button

If you click the Cancel button, you will be taken to the Cancel page. Click OK to return to the Documents page. No information entered on the page will be saved. You can click your financial institution's logo in the upper left-hand corner to return to the Dashboard.

Change Password Screen

To change your password, enter old (current) password and new password in both fields. Password must meet the requirements shown on the screen.

Clicking Cancel Button

Security Options Screen

Here, you can add or remove authentication options.

Clicking Cancel Button

If you click the Cancel button, you will be taken to the Cancel page. Click OK to return to the Dashboard. No information entered on the page will be saved. You can click your financial institution's logo in the upper left-hand corner to return to the Dashboard.

Profile Information Screen

All information shown on this page is provided by your lender. If any information is incorrect, please contact your lender so the information can be corrected. This is the only way to update this information.

Clicking Cancel Button

If you click the Cancel button, you will be taken to the Cancel page. Click OK to return to the Security Options page. No information entered on the page will be saved. You can click your financial institution's logo in the upper left-hand corner to return to the Dashboard.

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Consent Page

The first time you attempt to access a document package, you will be presented with a Consent Form. Providing your consent preference is essential to ensuring a valid, compliant transaction between you and the sender occurs. You may be asked to provide consent each time you receive a package, giving you the ability to change your consent to your preferred way of receiving documents. Below, you will find specific information about your consent options.

Agree To Receive Documents Electronically

Signing documents electronically is faster, easier, and more secure than signing on paper. Furthermore, you don't need any special hardware or software to sign. According to US law, electronic signatures are as binding as a handwritten signature or initial on a paper version of the same loan application document. If you would like to receive documents electronically, click the I Agree button at the bottom of the Consent page.

Do Not Want Documents Electronically

You are not required to receive documents electronically. If you prefer your documents be mailed to you via standard courier or mail service, you can click the I Disagree button at the bottom of the Consent page. Please note that if you do select this option, all documents in your Expedite Portal system will be for your reference only, and actions to complete your to-dos will only be valid on mailed copies. You can print these documents for your reference; however, after a document receives the status of Mailed, it will be watermarked. Even if you try to print this document, the watermark will still be visible.

Global Consent

If your Expedite Portal is set up for Global Consent, you will only be asked for your consent preference the first time you receive a document package. Your decision will affect how all subsequent document packages are delivered to you. At any time, you can change your consent preference by visiting the Preference page, which is located under the User Information section within the main navigation bar.

Demonstration of Access

To demonstrate that you have the right hardware and software installed on your device, you may be required to type in a number displayed on your screen. This randomly generated number will display in a small PDF file. If available, please click the link to view your unique access code and then enter it in the provided place.

Downloading Adobe Reader: If you have any problems viewing our unique access code, you might need to download Adobe Reader. The installation is free, and can be completed in a few easy steps. To download Adobe Reader, visit the Adobe website.

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Interacting with Documents

Expedite Portal is a one-stop portal for you to interact with document packages that are sent to you. Whether you are reading or signing documents, you'll experience a similar user interface that's easy to navigate. All information about how to complete these specific to-dos is broken up below by type of package. Please scroll below to find package-type specific information that will help you through these different to-dos.

Documents Page

Modifying Document

You cannot alter the online documents. If you find an error in one of your documents, please contact your lender. After your lender has corrected the error, you can return to the updated documents to complete the initial to-do.

Navigating Package

You may use the left navigation panel to move through your document package. You can also use the browser scrollbar on the right-hand side of the page.

Reference Documents

If applicable, these documents are provided to give extra information and best practices that relate to a specific document set. You are not required to view these documents.

Meeting Deadlines

Package data, including the due date is provided.

I Don't Want This Electronically

You are not required to receive documents electronically. If you prefer your documents be mailed to you via standard courier or mail service, you can select this link. Please note that if you do select this option, all documents within the package in your Expedite Portal system will be for your reference only, and only the paper copy will be valid. You can print these documents for your reference; however, after a document receives the status of Mailed, it will be watermarked. Even if you try to print this document, the watermark will still be visible.

Print Documents

Copies of your documents may be printed by clicking the Print icon, located directly underneath the Document Name. All documents in the package will be displayed in Adobe Reader, where the entire package or specific pages can be printed. Please see the Help option within Adobe Reader for more information.

Save Copies of Your Documents

Click the Print icon, located directly underneath the document name. All documents in the package will be displayed in Adobe Reader, where you can select the File - Save As option.

Downloading Adobe Reader

If you have any problems printing or saving your documents, you might need to download Adobe Reader. The installation is free, and can be completed in a few easy steps. To download Adobe Reader, visit the Adobe website.

Status

For read-only documents, after you have accessed the document, the status will change to Complete. You should also see this change in status reflected on the Document List.

Signature Documents Page

Watermarked Documents

Signature documents will be watermarked until you complete all required actions. Even when trying to print this document type, the watermark will still be visible, until these actions are completed.

Modifying Documents

Reference Documents

If applicable, these documents are provided to give extra information and best practices that relate to a specific document set. You are not required to view these documents.

I Don't Want This Electronically

Navigating Package

You may use the left navigation panel to move through your document package. You can also use the browser scrollbar on the right-hand side of the page.

Navigating By Action

In the left navigation panel, you will see a Pencil icon on any document or page on which you need to take action. You can also use your browser scrollbar, and quickly scroll down, looking for the easy-to-see flags.

Next button

If configured for your Expedite Portal, you can use this button to navigate quickly to the next place you need to provide signature information.

Signing Documents Electronically

Signing happens by clicking the Sign Here or Initial Here fields. By doing so, the fields should be replaced with your electronic signature. This process creates an electronic version that is as binding as a handwritten signature or initial on a paper version of the same document.

I Don't Want to Sign Electronically

If you do not wish to sign the documents electronically, you can print the documents and then return via upload or fax.

Exiting Document Before Completed

You can exit a signature document at any time in the process. As you complete actions, those actions are being saved in the system. Feel free to return to the document and start where you left off.

Meeting Deadlines

Package data, including the due date is provided. Please remember that the Expedite Portal runs on US Eastern Standard Time, and plan accordingly so that all necessary to-dos are completed on time, no matter where you are.

Entering Data

In addition to providing your signature or initials, you may also have to provide data in form fields or make selections via check boxes. You will be able to update any of these fields until you complete and submit the package. After you have officially submitted your documents, you will no longer be able to edit any signing information.

Completing Signature To-Dos

After you've completed all necessary signature actions (like signing, initials, entry forms, check boxes), a pop-up will give you the option to submit your package or continue to review it. Please note that your package will not be classified as complete until you have submitted it to your lender via the Submit button. Once submitted, a signature package cannot be updated.

Documents Submitted with Incorrect Information

If you feel that, after submitting a document, you've entered some incorrect data, contact your lender. That way, you can be sent a new document to complete with correct data.

Print Documents

To Save Copies of Your Documents

Click the Print icon, located directly underneath the Document Name. All documents in the package will be displayed in Adobe Reader, where you can select the File - Save As option.

Downloading Adobe Reader

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Upload Document Page

Your Expedite Portal may offer up to three ways for you to provide documentation back to your lender when requested: upload, fax, or mail, depending upon configuration. Below, you'll find more information about these options so you can decide which you prefer.

Upload

If you have an electronic copy of the requested document on your device, you can upload it directly into your Expedite Portal where it will be returned to your lender.

Acceptable File Types

You can upload PDFs, images (GIF, TIFF, JPEG, PNG, etc.), Microsoft Office files (DOC, DOCX, XLS, XLSX, etc.), and other text files (RTF and TXT).

Add Documents

You can add as many documents as you'd like to fulfill a specific request. Please note that files over 100MB will not be accepted.

Remove Documents

If, as you are adding documents, you have made a mistake and would like to remove a document, you can click the Cancel button. By doing so, you will remove all documents listed in the Document Upload box, located below the Add button.

Upload Documents

After you have added all necessary documents, select the Upload button. All uploaded documents will be scanned for viruses. If a document contains a virus, it will not be uploaded and a warning message will display. After your documents have been uploaded, they will be displayed in the left navigation panel. You can click to view any document in its native format so you always have a record of what you provided to your lender.

Trouble Viewing Documents

If you have any problems viewing uploaded documents, you might need to download Adobe Reader. The installation is free and can be completed in a few easy steps. To download Adobe Reader, visit the Adobe website.

Fax

If you have paper copies of the requested documents, you can print a fax cover page and use it to return the requested documents to your lender.

Fax Documents

Click the Print Cover Page button to produce a fax cover page with the fax number and all related information. Print the cover page using Adobe Reader. After you have faxed the documents to the number listed on the cover page, they will be displayed in the left navigation panel. You can click to view any faxed document in PDF format.

Trouble Viewing Faxed Documents

If you have any problems viewing faxed documents, you might need to download Adobe Reader. The installation is free, and can be completed in a few easy steps. To download Adobe Reader, visit the Adobe website.

Mail

If configured, you can mail the requested documents to the requestor at the address shown.

Help

Table of Contents

Login Page

Access Your Account

Users with Shared Email Address

Password Page

Password

Account Lock

Forgot password?

Clicking Cancel Button

Registration Process

Clicking Cancel Button

Instructions Page

Create Password Page

Create Password

Multifactor Authentication

Security Codes

Google Authenticator

Backup Codes

Private Device

Consent Page

Dashboard Page

Your To-Do List

To Complete To-Dos

Your Accounts

Conversation Bubble Icon

Documents Button

Account Activity

Activity History

Associated Recipients

Get Help

Tips

Quick Start

Documents Page

Package Filters

All

New

Due

Read

Sign

Upload

Mailed

Viewing/Filtering Documents

View by Account

Filter by Type

Associated Recipients

Accounts Page

Contact Information

Documents Button

User Info Page

Preferences Screen

Alternate Email

Consent for Use of Electronic Signatures and Documents

Clicking Cancel Button

Change Password Screen

Clicking Cancel Button

Security Options Screen

Clicking Cancel Button

Profile Information Screen

Clicking Cancel Button

Consent Page

Agree To Receive Documents Electronically

Do Not Want Documents Electronically

Global Consent

Demonstration of Access

Interacting with Documents

Documents Page

Modifying Document

Navigating Package

Reference Documents

Meeting Deadlines

I Don't Want This Electronically

Print Documents

Save Copies of Your Documents

Downloading Adobe Reader

Status

Signature Documents Page

Watermarked Documents

Modifying Documents

Reference Documents