Automate and connect mortgage processes
Build a modern mortgage
Create a modern customer experience and accelerate your mortgage process with the DocuSign Agreement Cloud.
Whether guiding customers through an application, requesting electronic signatures or witnessing, or assembling closing packages in a secure, digital workspace, DocuSign can help you make an end-to-end digital mortgage process a reality.
Benefits
End-to-end digital mortgage solutions
No matter where you are in making your mortgage process digital, DocuSign has the solutions you need to eliminate the time and money spent on slow, error-prone, paper-based processes. The DocuSign Agreement Cloud for Mortgage offers electronic signature and electronic witnessing.
Meet 72-hour delivery requirements
With DocuSign, you can send out loan documents and disclosures quickly and have your clients acknowledge receipt on almost any device, making the 72-hour delivery requirement a breeze to manage.
Close loans faster, get paid sooner
With purpose-built solutions for mortgage, DocuSign helps you keep up with evolving regulations while delivering a user- and employee-friendly experience. You can assemble, send, and sign agreements faster, reducing the time to close.
Use case
DocuSign can be used for many of the document-intensive tasks your organisation tackles every day, such as:
Declarations of Income or Expenses, assets and liabilities
Credit History Explanation Letter (if have bad credit)
Property Valuation (done by banks or 3rd parties)
Gift Letters (declaration of significant gifts / deposits)
Rental Reference Letter (prove savings)
Statement of Warranty (in some commercial or rented buildings)
Guarantor Forms
Statutory Declarations (Very common)
Accountant Letters (proof of accounts)
Contract of Sale (Seller and Buyer contract)
Loan Offer Documents
Loan Contract
Evidence of Insurance
Mortgage Document to register the mortgage
Grants application forms (First home buyers etc)
Repayment form (Direct debit etc)
Borrower Certificate / Declaration by Borrower
Certificate of independent legal advice (For complex Loans)
Discharge form (to when changing lenders)
Non Resident Documents (different forms for non residents)
And many more
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"Our record growth over the last six months would not have been possible without DocuSign and the improvement it has made to our end-to-end automation." -
"I extract my loan documents from Calyx Point, arrange my PDFs into one document, upload into DocuSign, hit send and BAM— I’m done! It’s so easy. The initial set up was pretty quick too. DocuSign has been life-changing for me!" -
"What used to take 5+ days now only takes 2+ days with DocuSign AND the pages are more legible. Without a doubt, I would highly recommend DocuSign to loan processors and loan officers." -
"DocuSign provides us with full audit trail on each document which makes my compliance reviews painless. Plus, our clients love how easy and convenient it is to use. I would definitely recommend DocuSign to other lenders."
Mortgage resources
DocuSign for Mortgage Industry Brief
