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Certificate verification

Look up a certificate of completion to confirm who signed a package and when.

Written by Jarrett White

Overview

When every recipient has signed a package, Broki issues a certificate of completion with a unique certificate ID (for example "BKI-61C6FD6D-123456"). Anyone with the ID can look it up on Broki's verification page to see the package subject, the completion time, who signed and when, and which documents were included.

Use it when a lender, auditor or client asks for proof that a package was signed through Broki. The certificate is a summary for verification. It doesn't replace the signed documents.

Also called: certificate of completion.

At a glance

Certificate verification is how you confirm a completed signing package from its certificate ID.

  • A certificate is issued only after the last recipient signs and the package is Completed.

  • The certificate ID is on the package history, the Certificates section, the certificate PDF, and the top of each signed page.

  • The verification page shows Valid certificate with the subject, completion time, signers, and document titles.

  • Anyone with the ID can open the page. It does not require a Broki account.

Before you begin

Before you verify a certificate, the package must be completed and you need the certificate ID.

  • The package must be Completed. Certificates are only issued once the last recipient signs.

  • You need the certificate ID. It appears on the package in the history, in the Certificates section of the E-Sign page, on the certificate PDF, and at the top of every page of the signed documents.

Step-by-step instructions

These steps find a certificate, read the PDF, and check it on the verification page.

Find a certificate

Find a certificate on the E-Sign page or on the mortgage file's E-Sign tab.

  1. In the left sidebar, select E-Sign, then Certificates. The table lists Certificate ID, Subject, Completed, Signers and Actions.

  2. Select Certificate to download the certificate PDF, or Signed docs for the signed documents. Select Refresh if a just-completed package isn't listed yet.

  3. Alternatively, on the mortgage file's E-Sign tab, open History and expand the completed package. It shows "Signing certificate available" with the ID and a Download certificate (PDF) button.

Read the certificate PDF

Read the certificate PDF for the ID, the signers, the documents, and the verification link.

  • Certificate of Completion heading with the CERTIFICATE ID

  • SUBJECT, COMPLETED date and time, and TOTAL SIGNERS

  • Signers: each signer's name, email, the fields they completed by type (for example "Signature" and "Date signed"), and when they signed

  • Documents included: the title of each document

  • Attestation text and a VERIFY THIS CERTIFICATE link to the verification page

Verify a certificate

Verify a certificate by opening the printed link or by pasting the certificate ID.

  1. Open the verification link printed on the certificate or at the top of a signed document. It opens the Verify E-Sign Certificate page with the ID already filled in.

  2. If you open the page without an ID, paste the ID into the box and select Verify certificate.

  3. A valid ID shows Valid certificate with the Certificate ID, Subject, Completed time, the Signers with their signing times, and Documents included.

  4. From there you can select Copy validation text or Download certificate (PDF).

Practical examples and other ways to use it

These examples cover a lender request, a compliance file, and a client checking a document.

  • Lender asks for proof of signing. Send the certificate PDF with the signed documents. The lender can open the verification link to check the record independently.

  • Compliance file review. One way to keep records together: download the certificate and the combined signed PDF from the package and save both to the mortgage file.

  • Client asks whether a document is genuine. Ask them for the certificate ID printed at the top of the page and verify it with them.

Common mistakes and how to avoid them

These mistakes are looking for a certificate too early, mistyping the ID, or treating the certificate as the signed document.

  • Looking for a certificate before the last signature. No certificate exists until every recipient has signed. Check the package status first.

  • Mistyping the ID. Paste the full ID including the "BKI-" prefix rather than typing it.

  • Treating the certificate as the signed document. The certificate says "For verification only. This document does not replace the signed originals." Always keep the signed documents too.

Troubleshooting

This troubleshooting section covers a certificate that isn't found yet and a download that asks you to sign in.

"Certificate not found. If you just finished signing, it may still be processing…"

The message "Certificate not found. If you just finished signing, it may still be processing…" means the ID isn't available yet or was entered incorrectly.

Possible causes

  • The package was completed a few seconds ago and the certificate is still being created. The page checks again automatically several times before showing this message.

  • The ID is incomplete or mistyped.

To fix

  1. Select Try again.

  2. Copy the ID again from the certificate PDF or the package history, and paste it in full.

Confirm it worked

  • Valid certificate appears.

Contact support if a completed package's ID still isn't found. Include the loan code or borrower name, the package title, and the certificate ID.

"Authorization required. Try again while signed in."

The message "Authorization required. Try again while signed in." means your Broki session ended before the download.

Possible causes

  • Your Broki session ended while you were on the E-Sign page.

To fix

  1. Sign in to Broki again.

  2. Select Certificate or Download certificate (PDF) again.

Tips and best practices

These tips make the certificate ID easy to find later and let someone check the live record.

  • Keep the certificate ID with the file notes. It's the quickest way for anyone to find the signing record later.

  • Share the verification link rather than screenshots. The verification page shows the record as Broki holds it.

Limitations and important behavior

These limits cover what verification proves, who can see signer details, and when a certificate is issued.

  • Verification confirms that a certificate with that ID exists and shows the recorded signers, times and document titles. It doesn't compare a PDF you have against the original. To check a document's content, compare it with the signed copy downloaded from Broki.

  • Anyone with the certificate ID can open the verification page and see signer names, email addresses and document titles. Share IDs only with people who should see that information.

  • The certificate doesn't record IP addresses or the device used.

  • A certificate is issued once per completed package. Voided packages don't get one.

Frequently asked questions

These answers cover verifying without an account and where a signer gets the certificate.

Can I verify a certificate without a Broki account? Yes. The verification page doesn't require a Broki account.

Where does my client get the certificate? The recipient who signs last can download it from the completion screen. Anyone else can get it from you or from the verification page.

Related articles

These articles cover sending a package, the signing page, and a signed PDF that won't open.

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