BrokerEngine + SignerX.com

BrokerEngine + SignerX.com integrations

Pre-fill templates and send for signatures in SignerX.com for new FinanceVault document requests in BrokerEngine

When a new finance document request is initiated in BrokerEngine, streamline your workflow with this Zap by automatically generating the document from a template in SignerX and sending a role-based invite. This smooth integration is perfect for financial organizations looking to maintain efficiency and accuracy in their document management processes.

When this happens...
New Financevault Document RequestTriggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
TriggerInstant
automatically do this!
Pre-Fill a Template and Send for SignaturesUse any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
ActionWrite

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More things you can do with BrokerEngine and SignerX.com

Discover other triggers and actions you can use with BrokerEngine and SignerX.com

- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- Card Name
  Required
- Broker
  Required
- Board
  Required
- Stage
  Required
- Assigned Team
- Brand
  Required
- Loan Purpose
- Lender
  Required
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
  Required
- Last Name
  Required
- Preferred Name
- Email
  Required
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
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- Package or Template ID
Trigger
Polling
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- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search
Template Published
Triggers when a template has been published.
Trigger
Polling
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Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
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- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.

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About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

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Related categories

Documents

Related Zap Templates

Create SignerX signature requests for new BrokerEngine stage changes

Related Zap Templates

Create SignerX signature requests for new BrokerEngine stage changes