Transfersafe Secure Document Upload | How to Upload Documents

Sometimes there are tasks that need to be completed first before you continue with others. These tasks are highlighted. There will only be one highlighted task at a time.

How to upload documents: reviewing and approving your application kit

To start this process, click on the highlighted task. This will show the name of the document that needs to be reviewed.

First, you’ll be asked to agree to our terms and conditions and to provide e-consent. Then you will be redirected from our site to a DocuSign secure e-signature website on the same tab. Fill out the form there.
If you’re ever unsure about the form or have questions for your loan officer, you can always click the back button to return to the Transfersafe page.
If you’re paying for an appraisal with a credit card, this task is also always highlighted.
When you’re finished with the highlighted tasks, continue with the others in any order you wish. When a task is complete, there will be a check mark next to it.
Always remember to read each direction carefully. Sometimes a task requires you to upload multiple documents. For example, you might have to upload two pay stubs instead of one. Be sure to upload everything before marking a task as complete.
When you’re finished with your tasks, click save and log out. If you need to complete more tasks as you get further into the loan process, you’ll be notified via email.

Once the Transfersafe process is complete, keep your eyes on your inbox for next steps.

Always feel free to reach out to your loan officer, who will be happy to answer any questions.

Applicant subject to credit and underwriting approval. Not all applicants will be approved for financing. Receipt of application does not represent an approval for financing or interest rate guarantee. Restrictions may apply, contact Rate for current rates and for more information. All information provided in this publication is for informational and educational purposes only, and in no way is any of the content contained herein to be construed as financial, investment, or legal advice or instruction. Rate, Inc. does not guarantee the quality, accuracy, completeness or timelines of the information in this publication. While efforts are made to verify the information provided, the information should not be assumed to be error free. Some information in the publication may have been provided by third parties and has not necessarily been verified by Rate, Inc. Rate, Inc. its affiliates and subsidiaries do not assume any liability for the information contained herein, be it direct, indirect, consequential, special, or exemplary, or other damages whatsoever and howsoever caused, arising out of or in connection with the use of this publication or in reliance on the information, including any personal or pecuniary loss, whether the action is in contract, tort (including negligence) or other tortious action. Rate does not provide tax advice. Please contact your tax adviser for any tax related questions.

Transfersafe: Secure document upload

How to upload documents: reviewing and approving your application kit