Overview
When you send a signing package, each recipient gets an email with a Review and sign button that opens their own signing page in the browser. They don't need a Broki account or an app. They review the documents, fill in their fields, agree to sign electronically, and select Complete & finish ✓.
This article walks through what your client sees, so you can guide them by phone or answer their questions. Signing works on desktop and mobile browsers.
Also called: signing link.
At a glance
The client signing experience is what a recipient sees after they open Review and sign.
The recipient doesn't need a Broki account. The link opens in the browser and expires after 30 days.
They pass the Signing lobby, fill their fields, tick the consent box, and select Complete & finish ✓.
If they are the last signer, they can download the certificate. They can't download the signed documents from the signing page.
Selecting I don't agree stops the process, and Broki does not email you.
Before you begin
Before the recipient signs, they need the email you sent and a link that has not expired.
The recipient needs access to the email inbox you sent the package to. Each recipient has their own link. Links can't be shared between co-borrowers.
Signing links expire after 30 days. The expiry date is shown on the signing page.
The page is available in English and French. The recipient can switch with the EN / FR buttons on the first screen.
Step-by-step instructions
These steps are what the recipient does on the signing page, and what they see when they finish.
Sign the documents
Sign the documents from the Review and sign email, filling each field and then selecting Complete & finish ✓.
In the email, the recipient selects Review and sign. If the button doesn't work, the email also includes the link to copy into a browser.
The Signing lobby opens. It shows the package title, "You are signing as:" with their name, the number of documents, the number of Required fields, and the Expires date. A View full Terms and Consumer Disclosure link is also available.
They select Next to continue. Selecting I don't agree stops the process (see the FAQ below).
The signing page shows each document page by page, with tabs to jump between documents. A progress bar shows, for example, "2 of 6 fields complete".
Tap to sign or Tap for initials opens Add your signature or Add your initials. They can Draw, Type (choosing a style), or Upload image (PNG or JPG only), then select Apply signature or Apply initials.
Tap for today's date fills in today's date. Tapping the date again lets them change it and select Apply.
Text fields show Tap to fill and open a box to type in.
Checkboxes are ticked directly on the page.
Next required → and ← Previous jump between required fields that are still empty. Skip field moves on without filling the current one.
At the bottom, they tick "I have reviewed the documents above and agree to sign them electronically…" and select Complete & finish ✓.
Finish on the completion screen
Finish on the completion screen to see "You're all done!" after Complete & finish ✓.
If other recipients still need to sign, the recipient sees "You're all done!" and "Other signers may still need to complete their steps."
If they're the last to sign, they first see "Preparing your certificate" for a few seconds. Then "You're all done!" appears with "All signers have completed this package.", a Download certificate button, and the certificate ID. The certificate also downloads automatically.
Save and close closes the page.
On your side, the package history shows the recipient as Complete. If the package is attached to a mortgage file, the file owner also gets an email.
Practical examples and other ways to use it
These examples cover a phone walkthrough, co-borrowers on different devices, and reusing a signature.
Guiding a client by phone. Ask them to open the most recent email from you and select Review and sign, then use Next required → to jump straight to each field.
Co-borrowers on different devices. Alex Sample signs on a laptop and Jordan Example signs on a phone, each from their own email. Both can sign at the same time.
Client wants to use the same signature everywhere. After drawing or typing it once in Add your signature, they apply it to each signature field as they go.
Common mistakes and how to avoid them
These mistakes are opening the wrong person's link, looking for the finish button too early, or using an older email.
Opening a co-borrower's link. The page says "You are signing as:" with the recipient's name. If it's the wrong person, they should close the page and use the email addressed to them.
Looking for the finish button before all fields are done. Complete & finish ✓ stays disabled until every required field is filled and the consent box is ticked. The footer shows how many fields remain.
Using an older email after you sent new links. If you used Send new links, earlier links stop working. Tell the client to use the newest email.
Troubleshooting
This troubleshooting section covers an expired link, a replaced link, and documents that didn't load.
"Cannot sign" with "This signing link has expired."
The message "Cannot sign" with "This signing link has expired." means the link is past its 30-day expiry.
Possible causes
More than 30 days have passed since the link was issued.
To fix
On the mortgage file's E-Sign tab, open History and select Resend next to the recipient. This extends the link's expiry.
Ask the client to open the new email.
"Cannot sign" with "Invalid or expired signing link."
The message "Cannot sign" with "Invalid or expired signing link." means the link was replaced or copied incompletely.
Possible causes
The link was replaced by Send new links.
The link was copied incompletely.
To fix
Ask the client to use the most recent email and select Review and sign rather than copying the link.
If needed, select Resend next to the recipient.
"You must view the documents before signing"
The message "You must view the documents before signing" means the document preview didn't load.
Possible causes
The document preview didn't load, so signing is blocked until it does.
To fix
Ask the client to select Retry loading documents.
If it still fails, send them a new link with Resend.
Contact support if the documents still don't load. Include the loan code or borrower name, the package title, the exact message, and the approximate time.
See Client cannot sign documents for more cases.
Tips and best practices
These tips help the client recognize the email and see long packages more easily.
Tell clients to expect an email from you before you send. Signing emails come from your connected mailbox when you have one, so clients recognize the sender.
Recommend a phone in portrait mode or a computer for long packages. The page shows every page of every document, so a larger screen means less scrolling.
Limitations and important behavior
These limits cover who can open the link, what happens after finishing, and what the recipient can download.
There's no separate identity check, such as a code sent by text. Anyone with the link can open the signing page, so send links only to the recipient's own email address.
Once a recipient selects Complete & finish ✓, their signature is recorded and the link can't be used to sign again. Opening it again shows the completion screen.
The recipient can't download the signed documents from the signing page. The last signer can download the certificate.
Recipients can't decline through Broki in a way that notifies you. See the FAQ below.
Frequently asked questions
These answers cover declining, accounts, signed copies, and whether the signature is binding.
What happens if my client selects I don't agree? They see "No problem—without consent we can't complete this electronically. You can request a paper copy or contact the sender." and a Back button. Broki doesn't notify you, so follow up if a recipient hasn't signed.
Does my client need a Broki account to sign? No. The signing link opens without signing in.
How does my client get the signed documents? Download them from the package history (Download or Download combined (PDF)) and share them, for example through the client portal.
Is the signature legally binding? The consent text the client agrees to says so. Lenders and specific documents may have their own execution requirements, so check with the lender when in doubt.
Related articles
These articles cover sending a package, certificates, and signing or PDF problems.