eKeeper integrates DocuSign signatures into CRM

eKeeper has integrated DocuSign’s eSignature functionality into its intermediary focused CRM, MortgageKeeper.

The feature will allow 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 and eKeeper announced that all documents that are generated as part of the MortgageKeeper workflow system also support eSignature capability. This will mean that documents can be automatically generated and delivered through DocuSign to clients.
eKeeper also suggested the inclusion of eSignatures aligns with research from DPR Group’s recent ‘Mortgage Industry Digital Engagement survey’ of 1,400 consumer respondents which found the vast majority were open to using technology to speed up the mortgage application process. The survey showed that 80% of consumers would be comfortable electronically signing documents if provided from a broker.

“Electronically signing documents is fast becoming a hygiene factor for intermediary CRM platforms and research from our parent group validates this,” commented eKeeper commercial director, David Bennett.

“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.”

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