For mortgage brokers.
Get consents and disclosures signed fast, and stop chasing payslips through email.
What firms like yours send
- Privacy and credit check consents, signed before you start.
- Disclosure documents and your terms of business, with a record of when each client signed.
- Authorities for you to talk to lenders for the client.
- Loan documents your lender lets you sign online. Check each lender's rules first.
- Document requests for payslips, bank statements and ID, with one list of what is still to come.
Couples, guarantors and trusts
A loan often needs two borrowers, a guarantor and the trustees of a family trust. Add each one as a signer with the capacity they sign in. Reminders go out by themselves, and you can see at a glance who has signed.
Sign from anywhere
Clients sign on their own phone or laptop without making an account. You can send from your phone between meetings.
Under your name
Clients open docs.yourfirm.co.nz or docs.yourfirm.com.au, see your
logo and colours, and get emails from your firm with replies coming back to you. A small
"Secured by Signpane" line sits in the footer.