User-facing tasks

The screens each signing option shows to the borrower and to the back office:

Signing option (product group) Borrower Portal screens Back Office screens
OTP Wait for an offer → Review the contract → Sign contract (OTP) → Thank you —
E-signature (pandaDoc) Wait for an offer → Sign contract (iframe) → Thank you —
E-signature (pandaDocEmail) Wait for an offer (the borrower signs in their email outside the portal) —
Outside the system Wait for an offer (until the credit officer finishes the upload) Upload the signed contract

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