BrokerEngine + SignerX.com

Create SignerX signature requests for new BrokerEngine stage changes

When you need a document e-signed (for example, a credit guide or privacy consent), you can make it happen simply by moving an application to the deal stage in BrokerEngine. Your client will automatically receive a signature request from SignerX, and you can move on with your day. Simplify your workflow and ensure timely document signing with this seamless integration. Impress your clients with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.

When this happens...
Stage Changed
Triggers when an application's stage has changed.
TriggerInstant
automatically do this!
Send Template for Signatures
Send an existing template to a new recipient to fill out and sign.
ActionWrite

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Supported triggers and actions

- Date Field
Trigger
Instant
Try It
New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
Try It

- Subscribed Tags
Trigger
Instant
Try It
- Card NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- 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
Try It
Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
Try It
- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document TitleRequired
- PDF File URLRequired
Action
Write

Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
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
Try It
- Subscribed Tags
Trigger
Instant
Try It
- From Stage
- To Stage
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- Referrer Email
Action
Search
Template Published
Triggers when a template has been published.
Trigger
Polling
Try It
Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a TemplateRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- TemplateRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write

About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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!

Related categories

Documents

Related Zap Templates

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

Related Zap Templates

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

BrokerEngine + SignerX.com

Create SignerX signature requests for new BrokerEngine stage changes

Supported triggers and actions

Card Date Changed

New Card on Board

New Deal Created

New Lead Created

New Task Created

Contact Untagged

New Card

Package Created

Package Sent

Recipient Signed

Find a Template

Upload a Package

Financevault Document Request Done

New Contact Created

New Financevault Document Request

Contact Tagged

Stage Changed

Contact Updated

Search Referrer

Template Published

Package Complete

Pre-Fill a Template and Send for Signatures

Send Template for Signatures

About BrokerEngine

Related categories

Similar apps

Zapier Interfaces

About SignerX.com

Related categories

Related Zap Templates

Related Zap Templates