01 / Brand
Your firm on every signature.
Custom logo, colors, custom email body, custom signing domain (Standard). When a borrower opens the email, they see you, not a third party they have to Google.
For brokers
From application to close, signed.
Loan applications. Fee agreements. Broker disclosures. Funding instructions. Every document in your pipeline needs a signature, and every one is a chance to either show your brand or DocuSign’s. SignIQ makes it yours.
Documents your brokerage moves every week.
Loan applications
Multi-page apps with borrower data, business detail, financial summary, and authorization. Build a template with role-based fields once; send hundreds.
Fee agreements
Broker fee agreements with calculated fields for percentages, base amounts, and totals. Standard tier includes formula fields so the math fills in.
Broker disclosures
Required disclosures with mandatory acknowledgement fields. Decline tracking when a borrower refuses. Audit trail for every event.
Funding instructions & UCC
Final-stage docs that need CEO, CFO, and borrower signatures in a specific order. Configurable signing order on every tier.
White-label is the headline feature.
You spend years building broker brand equity with borrowers and lenders. White-label e-sign is how you keep that brand on the most important customer touchpoint, the moment they sign.
02 / Templates
Build once, share across offices.
Multi-office or franchise brokerages use shared templates so every office sends the same compliant docs. Standard tier includes cross-organization template sharing, build the master version once.
03 / Brands
Multiple brand profiles per account.
If you operate under multiple DBAs, work with multiple lenders, or run a partnership, set up brand profiles for each one. Pick the right brand per template or per send.
04 / Compliance
Disclosure-ready audit trails.
Every event timestamped and IP-logged. Certificate of Completion on every signed doc. ESIGN Act and UETA compliant. When the lender, regulator, or counterparty asks, you have it.