e-signature feature within Infynity
e-signature functionality is available for the SOCA and Credit Quote documents. We are using Annature as the platform. e-sign is enabled on all brokers accounts.
Sending an eSign Document
- Create the document (available on the SOCA and Credit Quote) and generate it as normal
- On the ‘Client Form’s tab – Click on the button “Send for e-sign”
- A pop up will open showing the price and requires the broker to confirm the request
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- If successful, within the Client Forms tab, you will see the status of the document change to “Sent”
- An email is sent to each applicant in the document that requires to sign it. When they have, the status will change to “Signed”
- The Signed document will appear in the Client Documents folder for the associated loan
- The broker will receive an email from Annature notifying of the completed document
Training
You can view a short video on the e-sign feature within the Education >> E-Learning >>Infynity training page.
Important Additional Information
• e-sign is enabled on all brokers accounts
• It costs $2.20 per document to be signed
• Total usages are tallied on the 24th for a monthly charge automatically added to your
commission cycle and viewable via your RCTI
• We’re using Annature as the platform, so brokers/clients should be comfortable with communication coming from this company
Disclaimer: This information is current as at the time of each QRG publication. It is a general informationguide only