MBP: Get Rid of Docusign With This FREE eSign Feature!

As a mortgage broker, you know the importance of streamlining document workflows and improving client communication. That's why we're excited to introduce the eSign feature, a cost-effective and easy-to-use addition to existing platforms like FINMO, DocuSign, or OneSpan.

Navigate to the eSign Section in Your CRM

Accessing the eSign feature in your CRM is simple. Just click on the eSign tab and you'll be taken to the document settings page. From here, you can configure email subject lines and SMS notifications for clients, making your communications more professional and clear.

Create and Customize Documents

With the eSign feature, you have the ability to create new documents from scratch or upload existing PDFs. You can add signature fields, text fields, date fields, checkboxes, and other dynamic elements like mortgage amounts or closing dates. Plus, you can customize your documents with images, videos, branding colors, and templates from our content library to create professional-looking documents.

Manage Recipients and Signing Order

The eSign feature also allows you to easily manage recipients and signing order. This includes multiple signers and the ability to automate cross-sales or other workflows based on document completion. With this feature, you can ensure that all parties involved in the document signing process are on the same page.

Utilize the Template Library

Our eSign feature also includes a template library, making it even easier to create and send documents. You can even convert a document into a reusable template, saving you time and effort in the future. And don't forget to preview your documents before sending to ensure everything looks perfect.

Optional Features for Added Convenience

In addition to the core features, the eSign feature also offers optional features for added convenience. This includes expiry warnings, team notifications, and customization of email notifications. These features ensure smooth client communications and help you stay on top of important deadlines.

Streamline Your Workflows with Automation

One of the biggest benefits of the eSign feature is automation. You can set up the feature to automatically send documents when a new application is received, reducing manual work and improving the overall client experience. Plus, with the ability to customize email notifications, you can ensure that your brand is consistent throughout the entire process.

Try Out the MBP Demo

Ready to see the eSign feature in action? Try out the MBP Demo today and see for yourself how it can simplify your document workflows and improve client communication. Click here to get started: https://mybrokerpro.ca/essentials-demo

We encourage all mortgage brokers to experiment with the eSign feature, integrate it into their workflows, and think creatively about ways to automate document sending, cross-sales, and client communications. With this powerful tool at your disposal, you can take your business to the next level and provide an even better experience for your clients.

Don't wait, try out the MBP Demo today and see the benefits of the eSign feature for yourself. Your clients will thank you!