Secure eSignatures for Financial Services That Demand Zero Compromise on Compliance

Loan Application & Origination Workflows

Digitize the entire lending process, from initial application and disclosures to closing documents. Eliminate paper-chasing and provide borrowers with a fast, modern, and transparent experience that accelerates funding.

• Reduce loan processing time by an average of 40%.
• Ensure 100% form completion with required fields.
• Improve borrower satisfaction and referral rates.

New Bank Account & Client Onboarding

Onboard new individual and business clients in minutes, not days. Securely send and sign account opening forms, signature cards, and compliance disclosures from anywhere, on any device.

• Drastically reduce client drop-off during onboarding.
• Meet KYC/AML requirements with a clear digital audit trail.
• Free up branch staff to focus on relationship-building.

Wealth Management & Advisory Agreements

Finalize advisory agreements, Form ADV disclosures, and investment policy statements instantly. Provide high-net-worth clients with the seamless, professional experience they expect, while ensuring regulatory compliance.

• Secure new assets under management (AUM) faster.
• Simplify annual compliance and disclosure distribution.
• Create a secure, centralized repository of all client agreements.

Insurance Policy & Claims Processing

Issue new policies, process renewals, and handle claims documents with speed and accuracy. Empower agents and customers to complete paperwork digitally, reducing administrative overhead and speeding up payouts.

• Bind policies faster and reduce 'Not Taken' rates.
• Accelerate claims cycle times for better customer outcomes.
• Ensure full compliance with industry regulations.

Compliance & Disclosure Form Distribution

Use our bulk sending feature to distribute critical documents like privacy policy updates, fee schedule changes, or annual disclosures to thousands of clients at once. Track who has opened, viewed, and signed in real-time.

• Prove delivery and acknowledgment for regulatory purposes.
• Save thousands on postage and administrative costs.
• Maintain a complete, auditable record of all communications.

Mortgage & Real Estate Closings (Hybrid)

Streamline the mountain of paperwork involved in real estate transactions. Handle initial disclosures, intent to proceed, and other non-notarized documents electronically to speed up the journey to the closing table.

• Reduce time-to-close and improve coordination with all parties.
• Minimize errors and ensure all required signatures are captured.
• Provide a more convenient experience for buyers and sellers.

Secure API for Core System Integration

Embed eSignly's functionality directly into your proprietary software. Our robust REST API allows you to trigger signature requests, check statuses, and pull back completed documents without ever leaving your native environment.

• Create a completely seamless, branded user workflow.
• Automate 100% of your document generation and signing processes.
• Get your first document signed via API in as little as one hour.

In-Person Signing for Branch Operations

Modernize your in-branch experience. Use a tablet or computer to have clients sign documents in person, combining face-to-face service with the efficiency and security of a digital audit trail.

• Eliminate paper and scanning from your front-office operations.
• Instantly store executed documents in your digital system.
• Impress clients with a modern, efficient process.

Advanced Signer Authentication

Add extra layers of security for high-value transactions. Verify signer identity using methods like SMS authentication, knowledge-based authentication (KBA), or by requiring an access code before viewing a document.

• Mitigate risk of fraud in remote transactions.
• Meet heightened security requirements for specific regulations.
• Provide undeniable proof of the signer's identity.

Tamper-Evident Digital Sealing

Every completed document is digitally sealed using Public Key Infrastructure (PKI). This provides a guarantee that the document has not been altered or tampered with since the moment it was signed.

• Ensure the long-term integrity of your legal agreements.
• Instantly validate document authenticity at any time.
• Exceeds the legal requirements for document security.

Custom Branding for a Professional Look

Reinforce your brand's identity throughout the signing process. Add your company logo, colors, and custom email text to create a trusted and professional experience for your clients.

• Increase client trust and signature completion rates.
• Provide a consistent brand experience across all touchpoints.
• Differentiate your service from competitors.

Reusable Templates for Standard Forms

Save hours of repetitive work by creating templates for your most-used documents, such as W-9s, ACH authorization forms, or standard loan agreements. Set up signer roles and fields once, then reuse indefinitely.

• Reduce document setup time from minutes to seconds.
• Ensure consistency and eliminate errors across all agreements.
• Onboard new team members faster with pre-built workflows.

Internal HR & Vendor Agreement Signing

Streamline your internal operations by using eSignly for HR onboarding documents, employee policy acknowledgments, vendor contracts, and non-disclosure agreements. Centralize all your business agreements on one platform.

• Improve internal efficiency and reduce administrative tasks.
• Maintain a secure, auditable record of all internal agreements.
• Simplify remote employee onboarding and management.

Data Validation to Ensure Accuracy

Prevent common errors and incomplete forms before they happen. Use data validation rules to ensure fields like account numbers, social security numbers, or dates are entered in the correct format, reducing rework.

• Drastically reduce 'Not In Good Order' (NIGO) submissions.
• Improve the quality and accuracy of the data you collect.
• Speed up downstream processing by ensuring clean data.

Data Residency & Sovereignty Solutions

For organizations with strict data locality requirements, we offer options to store your encrypted data in specific geographic regions, such as the USA or EU, to help you meet your data sovereignty obligations.

• Comply with national and industry-specific data storage laws.
• Provide assurances to clients and regulators about data location.
• Mitigate cross-border data transfer risks.

Regional Bank Cuts Mortgage Processing Time by 12 Days with eSignly

Client Overview: A mid-sized regional bank with over $15 billion in assets was struggling with a slow, paper-intensive mortgage application process. Their loan officers were spending countless hours managing paperwork, leading to delays, frustrated borrowers, and a competitive disadvantage against newer, digital-first lenders.

"eSignly transformed our mortgage workflow. We're closing loans faster than ever, our compliance team has perfect audit trails, and our borrowers love the convenience. It was the single best investment we made in our digital transformation initiative."

— Warren Doyle, SVP of Mortgage Lending, Keystone Financial Bank

Wealth Management Firm Onboards 200% More Clients with Compliant Digital Workflows

Client Overview: A rapidly growing independent wealth management firm with $2 billion AUM was facing a scalability crisis. Their manual, paper-based onboarding process for new clients was taking over a week and was prone to errors, particularly with complex advisory agreements and Form ADV disclosures.

"Before eSignly, onboarding a new client was a week-long paper chase. Now, it's a 15-minute digital process. Our advisors can focus on advising, not admin work. Our compliance officer sleeps better at night, and our clients are impressed from day one."

— Olivia Bishop, Founding Partner & CCO, Aspire Wealth Partners

Insurance Agency Binds Policies 85% Faster Using eSignly's API

Client Overview: A national insurance agency specializing in commercial lines was losing business to more agile, digital-native competitors. Their process for generating quotes, getting applications signed, and binding policies was slow and cumbersome, involving endless email attachments and follow-up calls.

"In the insurance world, speed wins. eSignly gave us that speed. Our agents can now get a policy application signed and bound while they're still on the phone with the client. Our 'quote-to-bind' ratio has improved dramatically."

— Parker Hudson, Head of Operations, Vanguard Insurance Group

CRM Systems

Connect with Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics 365. Automate document generation and signing directly from your lead and customer records.

Cloud Storage

Seamlessly pull and push documents to Google Drive, Dropbox, OneDrive, and Box. Maintain a centralized repository of all your executed agreements.

Core Banking & Loan Systems

Integrate directly with your Loan Origination Systems (LOS), Agency Management Systems (AMS), and proprietary core banking software for end-to-end automation.

Productivity Integrations

Leverage Zapier, Microsoft 365, and Google Workspace to create custom workflows that trigger signature requests based on your specific business events.

ESIGN & UETA Compliance

Ensures signatures are legally binding and admissible in court across the United States, providing the legal certainty you need for high-stakes agreements.

eIDAS Regulation

Provides legal validity for eSignatures across the European Union, critical for your international operations and compliance with EU law.

SOC 2 Type II Compliance

Third-party validation of our security, availability, and confidentiality controls, a non-negotiable requirement for enterprise financial buyers.

ISO 27001 Certification

An international benchmark for information security management, demonstrating our commitment to protecting your data at the highest global standards.

PCI DSS Compliance

Required for securely handling any payment information within document workflows, such as on authorization forms or service agreements.

GDPR & Data Residency

Ensures compliance with EU data privacy laws and offers data storage options in specific regions to meet strict data sovereignty obligations.

HIPAA Compliance

Necessary for any workflows involving Protected Health Information (PHI), which is essential for our partners in the life and health insurance sectors.

21 CFR Part 11 Compliance

Meets FDA requirements for electronic records, relevant for organizations in or serving the life sciences and specialized insurance sectors.

REST API & Webhooks

The foundation for integrating eSignly into your core systems, enabling full workflow automation and real-time status updates.

AES-256 Encryption

Bank-grade encryption that protects your data both in transit over the internet and at rest on our servers, ensuring absolute confidentiality.

Tamper-Evident Sealing (PKI)

Guarantees the integrity of a signed document by using PKI to ensure it has not been altered since the moment it was executed.

Samuel Gordon

Chief Compliance Officer, Midwest Community Bank

"eSignly's audit trail is exactly what we needed for our regulatory reporting. It's detailed, secure, and court-admissible. Our auditors were impressed, which gives us tremendous peace of mind. The security and compliance features are second to none."

Aaron Welch

CFO, Summit Financial Group

"The ROI was almost immediate. We've cut our spending on paper, printing, and overnight shipping by over 80%. More importantly, by accelerating our loan cycle, we're collecting revenue faster. It's a clear win for our bottom line."

Thomas Lamb

IT Director, Apex Insurance Partners

"The API documentation is clean, and the integration was surprisingly straightforward. We had it connected to our core agency management system in a matter of days, not months. The reliability has been rock-solid, with zero downtime since we went live."

Mae Brooks

Senior Loan Officer, Pacific Mortgage Lenders

"I can now get initial disclosures signed in 30 minutes instead of waiting a week for the mail. My clients love how easy it is, and it lets me focus on building relationships instead of chasing paperwork. I'm closing more loans, faster."

Rachel Manning

Independent Financial Advisor, Manning Wealth Advisory

"As a small firm, eSignly gives me the same professional tools as the big players. It's affordable, easy to use, and makes my firm look modern and efficient. Onboarding new clients is now a seamless, impressive experience."

Fabian Hawthorne

Head of Client Experience, Global Trust Bank

"The simplicity of the signing process for our customers was our top priority. eSignly delivered. The feedback has been overwhelmingly positive. The multi-language support is also a huge advantage for our international client base."

Is eSignly compliant with US and international financial regulations?

Yes. eSignly is designed to meet the stringent requirements of the financial services industry. Our signatures are legally binding under the ESIGN Act and UETA in the United States, and eIDAS in the European Union. Furthermore, our platform infrastructure is compliant with SOC 2 Type II, ISO 27001, PCI DSS, GDPR, and HIPAA.

How secure is the data stored on eSignly?

Extremely secure. All documents and data are encrypted in transit and at rest using AES-256, the same encryption standard used by banks. Our security protocols are regularly audited by third parties to ensure we meet the highest standards for data protection and confidentiality.

Can we integrate eSignly with our own proprietary software?

Absolutely. Our REST API is built for seamless integration. You can embed eSignature functionality directly into your core banking systems, loan origination software, or CRM to create a fully automated, branded user experience. We provide complete developer documentation and a sandbox environment to get your first document signed in under an hour.

What is the experience like for my clients who need to sign?

The signing process is designed for maximum conversion. Your clients receive an email or secure link, click to review the document on any device—mobile, tablet, or desktop—and follow intuitive prompts to sign. There are no downloads, no app installs, and no account creation required, ensuring the highest possible completion rates.

How does your pricing work for high-volume transactions?

We offer tiered pricing tailored to your volume. Our enterprise plans provide significant discounts, bringing the cost per signature down to approximately $0.20 at scale. This allows you to maintain high margins while fully automating your document workflows.

What kind of support do you offer during implementation?

We don't just sell you software; we partner with you for success. Enterprise clients receive a dedicated account manager and prioritized technical support to guide you through workflow design, API integration, and team training to ensure a rapid go-live.

Does eSignly support in-person signing for branch operations?

Yes. You can use any tablet or laptop in your branch to facilitate in-person signing. This removes the need for physical paperwork entirely, keeps your records digital, and provides a modern, high-touch experience for your clients while they are physically in your office.

Can we use our own branding on the documents and emails?

Certainly. Our platform allows for full white-label customization. You can add your company logo, custom email templates, and brand colors to every signature request, ensuring your clients see a trusted, professional extension of your brand, not a third-party tool.

What happens if a document is tampered with after signing?

Every completed document is sealed with a tamper-evident certificate. If any part of the document is altered after it is signed, the digital seal breaks, and the document is instantly marked as invalid. This ensures the long-term integrity and court-admissibility of all your agreements.

How does eSignly handle data residency for global operations?

We prioritize data sovereignty. For organizations with strict compliance requirements, we offer options to store your data in specific geographic regions, including the USA and the EU. This ensures you meet your local data privacy and residency obligations without sacrificing functionality.

AI-Powered Data Extraction

Automatically identify and extract key data points (e.g., names, dates, loan amounts) from completed documents and populate them into your core systems, eliminating manual data entry forever.

Intelligent Form Completion

Guide signers to fill out complex forms more accurately with AI-powered suggestions and real-time validation, further reducing NIGO rates and improving data quality.

Predictive Compliance Analysis

Leverage AI to analyze signed agreements for potential compliance issues or missing information before they become a problem, providing an extra layer of automated risk management.

Workflow Automation Intelligence

Our platform will learn from your usage patterns to suggest new automation opportunities, helping you identify and eliminate bottlenecks you didn't even know you had.

SaaS Plans (Professional, Business, Enterprise)

Ideal for: Teams and organizations of all sizes, from independent advisors to large bank departments, who need a ready-to-use platform for sending and managing documents.

Includes:

• Secure document sending and signing
• Reusable templates and real-time audit trails
• Team management and custom branding (Business/Enterprise)
• Advanced security and compliance features (Enterprise)

eSignature API (Professional, Business, Enterprise)

Ideal for: FinTechs, large institutions, and any organization wanting to embed eSignature functionality directly into their own applications, such as a core banking platform, CRM, or client portal.

Includes:

• Full access to our REST API and webhooks
• Comprehensive developer documentation and SDKs
• Sandbox environment for testing
• Volume-based pricing and dedicated integration support (Enterprise)