User instructions

Sign up for a user account to create a session – this username and password will keep track of all the LOIs you create with the system, and will enable you to retrieve documents.

Fill out the form for the LOI – see here to download PDF sample that's blank.

When complete click “Generate LOI” and you will be redirected to a payment link, where you must pay $20 to have your funds verified and complete the docusign process.

Once you have paid, the Plaid funds verification will begin, login to your bank account to verify the funds.

Once verified, you will be able to electronically sign the document and it will be then sent via docusign to the other party for counter-signature.

Once completed, you should receive a fully executed copy by email.

If you have any questions or issues with the process please report them to support email.