Attach signed eSign PDFs to application record instantly
Attach signed eSign PDFs to application record instantly
Your completed eSign envelopes aren't attached to applications, delaying enrollment and funding decisions for dealer teams. Link signed PDFs to the application and update status so coordinators can proceed same day.
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Overview
Signed contracts are a gating item for enrollment and funding, and manual attachment creates needless delays. This flow gives dealer management and enrollment coordinators instant access to PDFs and status updates, so cases can move forward within minutes and often the same day.