Use this guide to understand why the eSign option may not be available for your ANZ application and what triggers this restriction.
When eSign is not available for ANZ applications
ANZ business rules prevent the use of eSign when certain features or products are included in the application. If these apply, the eSign option will not appear in the Supporting docs tab.
This happens because additional ANZ forms are generated and included in the print package, making the application ineligible for eSign.
ANZ business rules that disable eSign
eSign is not available when a CRS or Rate Lock form is generated for the application. This occurs if any of the following apply:
A new credit card is selected with a Breakfree package
The product selected is an Equity Manager product
Rate Lock is selected as a loan feature
Important: If any of these conditions apply, the supporting documents must be printed and signed manually. eSign cannot be enabled later for the same application.
What to check before sending documents
Before preparing documents for your client, confirm whether:
A Rate Lock has been selected
A Breakfree package credit card is included
An Equity Manager product has been chosen
If so, plan for wet signature documents and allow extra time for signing and return.
What happens next
Once documents are manually signed:
Upload the signed documents via the Supporting docs tab
Submit the application as normal
Need help?
If you need help confirming whether an ANZ application is eligible for eSign, contact your Partnership Manager or email [email protected].