How to automate e-signature requests?

Effi is developing the technology and creating the infrastructure to make sure everything is seamless and easy for you to do your business.

E-signature request automation is now available to brokers who have Docusign accounts, which is convenient because your clients will receive automatic Esignature requests straight after they completed their fact-find. 

Here's how it works:

Please watch our video tutorial down below 👇

Step 1: Log in to your broker portal and go to 'Settings' on the top right corner.

Step 2: Jump to 'Integrations'

Step 3: Connect to your DocuSign account

Step 4: Choose a DocuSign template that you want your clients to sign

Step 5: Select the applicant role to receive the signature request

Step 6: Set the trigger to collect e-signatures upon the completion of the 'About You' section or the 'Financial Snapshot' section

Step 7: Save changes. Then, you can Click on a lead -> Go to Documents -> E-signature, to find an envelop has been created. Once signed, you can download it with a click. 

We hope that answers your question. Have an idea to improve Effi? If you could pop a message to support@effi.com.au or submit a proposal this way we'll be able to make things happen for you. Cheers.