Update signed application records with stored PDFs online
Update signed application records with stored PDFs online
Your e-signature PDFs arrive unlinked, leaving brokers unable to confirm signed applications. It attaches the signed PDF and updates the record so onboarding continues within minutes.
Overview
E-signatures that land detached from records force brokers and operations to hunt for final PDFs and delay client onboarding. This flow centralises signed files and writes signature metadata straight into the application record so teams can verify completions and continue onboarding within minutes.