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eKeeper adds DocuSign eSignatures to CRM

Mortgage, lending and banking customer relationship management (CRM) system, eKeeper, has successfully integrated DocuSign’s eSignature functionality into its intermediary-focused CRM, MortgageKeeper.

The feature allows new and existing brokers to sign up with DocuSign directly and use their own credentials within eKeeper through a wide range of API plans.

As part of the integration, eSignatures can be made mandatory for every document or used for specific documents and clients. All documents that are generated as part of the MortgageKeeper workflow system also support eSignature capability, meaning that documents can be automatically generated and delivered through DocuSign to clients.

The inclusion of eSignatures aligns with research from DPR Group’s recent ‘Mortgage Industry Digital Engagement’ survey of 1,400 consumers, which found the vast majority were open to using technology to speed up the mortgage application process.

The survey also revealed that 80% of respondents would be comfortable electronically signing documents if provided from a broker.

David Bennett, commercial director at eKeeper, says electronically signing documents is fast becoming ‘a hygiene factor for intermediary CRM platforms’. “We were naturally keen, as with other integrations into eKeeper, for the broker to control the third-party relationship, choosing the plans that are relevant to their business and their client base.” 

“We’ve hit a perfect storm of eSignature functionality and uptake thanks to greater exposure and adoption of eSignatures across different sectors. The need is particularly pertinent given the new realities of remote and social distanced interactions.”

He concludes: “With our customer lead qualification platform, recent AML and credit report capabilities and now this integrated eSignature functionality our flagship CRM product is fast becoming the complete future proofed platform that advisers need.”

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