Automate your mortgage workflow with electronic document signing, management, and storage.
Control, access, and store your electronically signed loan documents inside a secure digital environment.
Send
Borrowers electronically read and review documents prior to execution
Sign
Easy and intuitive eSign process for desktop, tablet, or mobile
Access
You'll know the status of every loan package with access to a PDF copy of the documents
Store
Long-term storage of the authoritative copy in our secure, certified eVault
Manage
eDeliver signed documents anywhere in any format
The fastest, easiest way to get documents signed.
Manage workflow from anywhere - follow the process of active documents and then keep signed documents secure and encrypted with a tamper-evident seal, ready whenever you need them.
Your documents are signed, secure, organized:
- Capture any additional documents uploaded from the borrower
- Track your active documents - sorted by both type and status
- Keep signed documents secure & encrypted
- Date & time stamped versions of documents provide a clear record of eSignatures
- Secure, long-term storage and management for the mortgage document lifecycle
Easy for Borrowers... Convenient and Compliant for you!
Borrowers simply use the ClickSign® electronic signature platform, and you'll easily track the entire process step-by-step. You’ll know the current status of loan documents instantly... where they are, who has signed, and who hasn’t. ClickSign® notifies you and keeps a date and time-stamped record of each and every step of the process. This simple, brandable solution also keeps you compliant with documented audit trails.
