Documents & Compliance
By Jarrett1 author8 articles
- E-sign overview for brokersSend documents for clients to sign online and download the signed copies when everyone is done.
- Certificate verificationLook up a certificate of completion to confirm who signed a package and when.
- Client signing experienceOpen the signing link from your email, fill in your fields, and finish signing in the browser.
- Creating and sending a signing packageBuild a signing package, place signature fields, and email each person their own signing link.
- PDF troubleshooting (toHex error)Fix a PDF Broki cannot open so you can place fields and create the signed copy.
- BC compliance, MSA, and consent docsHow BC clients sign Form 1A in the application, and how you add the official BCFSA forms to a file for signing.
- Document libraryReview, approve, or reject client documents from all your mortgage files in one list.
- Vault secure storageSave shared logins for lender portals and other sites, and reveal a password when you need it.