Define the cast once. Reuse forever.
Build a template with role-based fields: Borrower, Guarantor, CFO, Accountant, CEO. Each role sees only the fields that belong to them. Drag to reorder when the deal structure changes.
For lenders
Borrowers. Guarantors. CEOs. Accountants. The deal doesn’t close until everyone signs, and chasing those signatures across DocuSign, email threads, and PDF uploads is where deals slow down. SignIQ is e-sign built for the way lending actually works.
A loan rarely needs one signature. Borrower, guarantor, CFO, accountant, CEO, broker. Each one has to receive, review, and sign before the next. DocuSign supports this on paid tiers; SignIQ does it at every tier with a drag-to-reorder signing flow.
When regulators or counterparties ask for a complete record, you need: who signed, when, from what IP, and what document version. SignIQ logs every event with timestamps and IP. Pull a Certificate of Completion in one click.
When your borrower opens a signing email and the sender is “DocuSign,” not your firm, you’ve given a third-party brand the most important moment of your customer relationship. SignIQ puts your brand on the email, the page, and the document.
Generate doc → upload to DocuSign → tag fields → send → wait → download signed PDF → upload to your LOS or platform → mark complete. SignIQ for Onyx IQ collapses that to one step: send for signature from the deal record.
Build a template with role-based fields: Borrower, Guarantor, CFO, Accountant, CEO. Each role sees only the fields that belong to them. Drag to reorder when the deal structure changes.
Standard tier includes supporting document collection. Ask the borrower to upload a tax return, a P&L, or a license alongside the signing flow, not as a separate email thread.
Multiple brand profiles let you send under your firm’s identity, your fund’s identity, or a partner’s identity, whichever the deal requires. Custom signing domain on Standard.
Tamper-evident audit trail captures every event with timestamp and IP. Certificate of Completion attaches to every signed document. ESIGN Act and UETA compliant on every tier.
If you run lending on Onyx IQ, SignIQ goes further. Send for signature from the deal record. Signed documents auto-attach. Status updates in the same place you track every other deal milestone.