Give your customers the digital experience they expect
Digital & Easy
Eliminate re-key and time-consuming document collection
Sellers, buyers, borrowers, and real estate agents complete digital questionnaires
All fields and questions can be customized
Fields and document attachments can be dynamically displayed based upon selections
Add a document uploader to any question
Customers can securely complete the questionnaires on any device.
eSign your documents
Avoid explaining how to download, sign, scan and email your dated infosheets and documents. Your custom questionnaire and documents are eSigned using DocuSign eSignatures.
Data returns to your software as a note and can fill empty fields
The signed documents return to the document section of your software
Watch how easy it is.