Step 1

• Open the Extension Agreement. 
• Complete the fields with the correct information.
• Once fields are completed and BEFORE client signs do the following:    
  • File- Print (Ctrl + P)
  • Select IMM Virtual Printer from the Printer Drop Down Menu
  • Select Print (bottom right hand of pop up window) 
  • You may close the form or save to file. You are done with creating the form and it is sent to eSign, awaiting signatures.

Step 2 

• When the client is ready to sign, right click on the IMM icon in lower right hand corner of the screen.
• Select show documents.
• Click on the Extension Agreement from the Documents List
• Click Continue
• Select Process Documents.
• Have the client sign the document.

Step 3 

• Credit LIP to offset client check/debit for interest and fees
• In Synergy > Pending Loans, attach copy of LIP Ticket with breakout of interest, extension fee, etc. under Disbursement Documentation, using the Loan # only
• Transfer to Loan Servicing.

** If you do not see the IMM icon. choose Start/All Programs/iMM/TotaleSign/Client/ClientApplication