Reuse Your Prepared Loan Document
Upload your prepared loan agreement and, if your plan supports reusable templates, save your own
document for future signing requests. Review each copy to confirm its terms remain appropriate.
- Ensure consistency across all loan documents.
- Onboard new team members with standardized templates.
Advanced Form Fields
Capture all necessary information accurately. Drag and drop text fields, date fields, checkboxes, and
signature blocks onto your document. Set fields as required to prevent incomplete submissions and use data
validation to ensure correct formatting.
- Eliminate errors and missing information.
- Reduce document rejection rates.
- Accelerate the entire data collection process.
Electronic Signature Workflow
Send the prepared agreement for electronic signature. Legal effect depends on the transaction,
applicable requirements, and circumstances.
- Organize signing steps for the relevant parties.
- Mitigate risk of contract disputes.
- Review applicable legal requirements for your transaction.
Comprehensive Audit Trail
Every action taken on a document is tracked and time-stamped, from creation to final signature. This
generates a detailed, tamper-proof audit trail that is appended to the final document, serving as powerful
evidence of the signing process.
- Keep a record of signing activity.
- Maintain a complete history for compliance.
- Help document the signing process.
Automated Reminders & Notifications
Put your follow-up process on autopilot. Configure automatic email reminders for signers who haven't
completed the document. Receive instant notifications yourself once the agreement is fully executed.
- Reduce document turnaround time significantly.
- Eliminate manual chasing and follow-up tasks.
- Improve your relationship with signers by being professional.
Bulk Sending
Send the same loan document, such as a standardized employee loan offer, to a large list of recipients at
once. Each person receives a unique, individual copy to sign, and you can track the status of all of them
from a single dashboard.
- Save hours of administrative time on mass mailings.
- Ensure every recipient gets a personalized document.
- Track completion rates for large groups easily.
Custom Branding
Reinforce your brand identity and build trust. Customize the signing experience with your company's logo,
colors, and email templates. Present a professional, branded interface to every client and partner.
- Increase trust and signer confidence.
- Provide a seamless, professional brand experience.
- Differentiate your business from competitors.
API & Integrations
Automate your entire lending workflow by connecting eSignly to your core business systems. Use our robust
REST API to generate, send, and manage loan agreements directly from your CRM, lending platform, or custom
application.
- Create a fully automated, end-to-end lending process.
- Eliminate manual data entry between systems.
- Scale your operations with powerful automation.
Secure Cloud Storage
Forget filing cabinets and scattered digital folders. All your executed agreements are stored in a
centralized, secure cloud repository. Search and retrieve any document in seconds with powerful filtering
tools.
- Access any agreement, anytime, from anywhere.
- Simplify audit preparation and record-keeping.
- Protect documents from physical damage, loss, or theft.
Team Management & Permissions
Control who on your team can do what. Set user roles and permissions to manage who can create templates,
send documents, and view signed agreements. Maintain security and control as your team grows.
- Ensure internal security and data privacy.
- Delegate tasks without losing oversight.
- Standardize processes across your entire organization.
Mobile-First Signing
Meet your signers where they are. Our signing experience is optimized for any device, especially mobile
phones. Signers can review and sign documents with a few taps, without pinching or zooming, leading to
faster completion rates.
- Get documents signed faster, even on the go.
- Provide a modern, convenient experience for all users.
- Reduce friction for signers, increasing completion rates.
Two-Factor Authentication (2FA)
Add an extra layer of security for high-value loan agreements. Require signers to verify their identity
by entering a one-time code sent to their mobile phone before they can access and sign the document.
- Enhance identity verification for signers.
- Add protection against unauthorized access.
- Meet stricter security requirements for financial transactions.
Certificate of Completion
Receive undeniable proof of execution. Attached to every signed document is a detailed certificate
containing the full audit history, including signer names, email addresses, IP addresses, and timestamps
for every event.
- Obtain a standalone document proving legal execution.
- Strengthen your position in any potential dispute.
- Automate the collection of critical evidentiary data.
In-Person Signing
Capture signatures face-to-face on a tablet or computer. Ideal for closing loans in your office, this
feature allows you to host the signing session while maintaining a complete digital audit trail, combining
personal service with digital efficiency.
- Digitize in-office paperwork processes.
- Provide immediate assistance to signers.
- Maintain a single, secure digital record for all agreements.
Data Validation Logic
Ensure the data you collect is always in the right format. Apply validation rules to form fields, such as
ensuring a loan amount is a valid number or a date is in the correct format, preventing bad data from
entering your system.
- Drastically reduce data entry errors.
- Improve the quality of data for downstream systems.
- Save time correcting mistakes from incomplete forms.
