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 notarization, 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, electronic notarization, electronic promissory note, asset vaulting, and our secure, digital workspace, DocuSign Rooms for Mortgage.
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 faster, reducing time to close, and get paid faster with eMortgages that are GSE-approved for sale in the secondary market.
Use cases
DocuSign can be used for many of the document-intensive tasks your organization tackles every day, such as:
1003 loan application
4506T Request tax transcript
Initial Disclosure packet
Good Faith Estimate
Loan packet
RESPA packet
Letters of Explanation
Conditional approvals
Initial disclosures
Promissory notes
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"We called up a bunch of our wholesale lenders (United Wholesale, Franklin American, New York Community Bank, HomeBridge Financial) to see which electronic signature solutions they accept and DocuSign was the clear winner. In just a few clicks our clients can DocuSign their entire loan application and disclosures. DocuSign truly is a game changer for the mortgage industry!" -
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"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
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DocuSign for Mortgage Industry Brief
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