Digital signing – designed with you and your customers in mind. Feel comfy knowing you can review home loan contracts for accuracy before they're sent to your customer, who can conveniently sign from the comfort of their couch.
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Less home loan hassle with digital signing
Less paperwork and less waiting
Your customers can experience a speedier time to settlement by digitally signing most of their home loan documents from anywhere.
Financing a property in NSW, QLD, VIC or SA?
Customers taking out a home loan with properties in these states can access a full digital signing experience, including their Mortgage Forms – making applications quicker and easier.
How it works
The process is simple – just follow the steps below.
Some exclusions apply. Due to state laws, restrictions apply to digitally signing the Mortgage Form in some States and Territories. Customers must have access to a device (computer or tablet recommended) with internet and email access.
How to explain digital signing to your customer
Before you submit an application
- Check they’re eligible for digital signing
- Tell them that their documents may be issued digitally once their home loan’s been approved
- Talk about the benefits of digital signing, including how secure, fast and easy it is.
Once their home loan’s been approved
- Use the 12 hours window between your read-only email and their automatic email to explain that they’ll get an email with a link to their home loan documents
- Tell them they’ll need to sign in using an SMS secure code.
Things to know and do
Info at your fingertips
To be able to sign documents digitally you customer should meet the below criteria:
- Applying for a personal home loan (including construction loans) or home loan increase
- Possess a valid email address and an Australian mobile number. For multiple applicants, mobile numbers need to be unique, email addresses can be shared between applicants
- Home loan application does not fall into one of the following scenarios:
- Guarantor
- Power of attorney
- Where an interpreter is required
- Where manual document preparation is required
- Home loan transfers
- Personal loan or credit card applications (credit card products on a home loan application are eligible)
- More than four borrowers
- More than five home loan products and/or securities
- Interest in advance products.
There may be instances not listed above that prevent the document from being digitally signed. In these cases, the case owner will notify you of the changes to the delivery method.
Make sure their email and Australian mobile number are correct when submitting their application. If they’re not, it’ll mean delays and rework for you and your customer. Your customers should also be able to check their details in the Application Tracker.
If everything’s correct and you’ve spoken to your customer, select the option to send loan documents to the customer and click ‘finish’ to trigger an email to the first customer. If you notice something that needs to be changed, contact the case owner to have it updated as some errors do not require new documents to be issued.
Due to state laws, the Mortgage Form can’t be signed online if any of the properties on the application are in ACT, NT, TAS or WA. All Mortgage Forms on that application will need to be printed, signed and posted back to us instead.
Other than all Mortgage Forms for applications with at least one property in ACT, NT, TAS or WA, documents need to be completed online.
If any of the properties on the application are in NSW or SA, the documents won't be complete until a representative from Bankwest reviews and e-signs them after the customer has signed – so they might take an extra day or two to be processed and sent for download.
Helping you and your customers feel home loan comfy
Check out other ways to get comfy with less home loan hassle.
Enjoy just one point of contact at each stage of the application process.
A handy online tool that keeps you up-to-date on your customers' applications.
We’d love to have you on board
Want to check it out for yourself? Get accredited with us.
Fill out our Broker accreditation form (PDF), and send it to your aggregator for approval, along with your supporting documents. Your aggregator will then send it on to us for processing.
Once we verify you, we'll be in touch with your next steps.
Need help?
Our retail support teams are here to help.
Lending criteria, fees and charges apply.
Terms and conditions apply and are available on request.
App Tracker — Some exclusions apply.
DocuSign is a registered trademark of DocuSign, Inc.
Some exclusions apply. Due to state laws, restrictions apply to digitally signing the Mortgage Form in some States and Territories. Customers must have access to a device (computer or tablet recommended) with internet and email access.