Transfersafe: Digital document upload
Now that you’re ready to begin uploading documents, we’ve provided step-by-step instructional video to make it easy. You can either watch the video or read the video transcript below.
Transfersafe Consumer Video
“Thank you for choosing Guaranteed Rate for your loan!
You won’t believe how easy it is to use Transfersafe to upload documents and DocuSign to manage and sign off on important loan materials.
First, log in to with the username and password you created when you first applied for your loan. Go directly to the Guaranteed Rate homepage to log in or use the link your loan officer sent you via email.
Next you’ll arrive at the loan center. To enter Transfersafe, click on the blue “Please Complete Your To-Do List” button.
Here you’ll see your to-do list of required tasks. These include electronically signing and uploading important documents, ordering for your appraisal and providing your insurance information and employment verification.
To complete an item on your list, click on a task. There will be a description of which documents need to be uploaded for each task. Upload the appropriate files by clicking in the upload box or dragging and dropping them from your computer.
Sometimes there are tasks that need to be completed first before you continue with others. These tasks are always highlighted in blue. There will only be one highlighted task at a time.
One example of this type of task is when you need to review and approve your application kit.
To start this process, click on the blue task. This will show the name of document that needs to be reviewed.
First you’ll be asked to agree to Guaranteed Rate’s 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 in blue.
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.
Thanks again for choosing Guaranteed Rate!”