As an integrated solution for Compliance Concierge™, FIPCO eSign powered by DocuSign offers the convenience and security of electronic signature capabilities for your customers, with the reliability and compliance you demand. This innovative tool allows you to securely send documents to your customers for signatures at the account opening, and application and closing stages of the loan workflow, while they quickly and easily complete approvals and agreements from anywhere, and on any device. The process is simple:
- After retrieving and reviewing transaction data, simply select the “DocuSign List” option and select the documents that you’d like to prepare for electronic signature.
- Signers are authenticated using either an Authorization Code, SMS or LexisNexis verification tool, and are notified that they have been sent an envelope of documents for review and signature.
- After receiving a confidential code for accessing the DocuSign system, they can then provide their signature using their personal computer, iPhone, iPad, Notebook, Android, or other mobile device.
- As each signer completes their portion, you’ll receive an email notification, and when all are received, a Certificate of Completion is ready for download.
Getting started is easy! In fact, when you subscribe directly through FIPCO, your annual subscription will include an unlimited number of electronic envelopes that contain the documents for your customer to sign.
For more information, contact the FIPCO Sales Department via email or at 800-722-3498, ext. 258.