Edit document and restart E-signature

Sometimes when designing an E-sign document we may forget to add something important that is needed within the document. By selecting Restart E-sign the system will pull up the document to send with its original content that was added by the user requesting the signature. Please keep in mind, once the document has been fully executed…

Coming soon: Follow Up Boss CRM Integration

  In a few weeks, we will be releasing integration with Follow Up Boss CRM via Apination. It will let you synchronize your contacts, agents, lenders, create and automatically route to your transactions. Update transaction status in Follow Up Boss, all based on the rules you set-up. The best part is that it monitors your…

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