Deliver Fast Mortgage Docs by Docusign!
December 08, 2015

Deliver Fast Mortgage Docs by Docusign!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

DocuSign for Enterprise

Overall Satisfaction with DocuSign

Docusign is used for various workflows by several departments. We mainly use DocuSign to receive and send electronic RESPA documents to our mortgage borrowers to make the process easier. We also use DocuSign in-house and send expense reports, authorization forms and employee applications. Using DocuSign makes it easier to track and see outstanding documentation that needs to be addressed.
  • Docusign's legal team keeps up with the trends in the finance industry so we are in compliance.
  • Enterprise support offers quick customer service for any troubleshooting issues.
  • The website offers easily laid out how to guides at hand.
  • The only issue I had in past with docusign was matching templates but they resolved this issue for us recently.
  • Increased employee efficiency- we make sure when setting up the package- all necessary signature lines are tagged so we don't have to bother the customer again.
  • Saves ups and postal cost!
  • When someone is out of the office we can easily share mailbox accounts.
  • ala mode
Docusign has an easier to use portal - we tested both about 10 years ago and DocuSign offered a better price and it seemed easier to use.
When you have two signers and one might be out of the country on business- that's a perfect use of DocuSign so there is no delay. It is also well suited when you have a rush deal or closing and need the documents signed ASAP!

Using DocuSign

500 - Send out mortgage respa application packages
3 - Knowledge of the mortgage industry and software application
  • Tracking of electronic signature and record consent.
  • Recently started to use DocuSign for initial employee applications.
  • Authorizations for managers to sign off on requests for new computers.
  • To sign closing documentation- right now we can only use initial RESPA docs but perhaps in the future we can host closings electronically.
We have integrated docusign with our online application.

Evaluating DocuSign and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
The customer service that docusign had to help us lift off the portal with our existing users and forms.

DocuSign Implementation

Use the how to guide online - it has a lot of easy steps (like importing csv files).
Yes - Imported users and did not have templates used right away

DocuSign Support

Never had an issue getting someone or if it needed to be escalated they were on top of it!
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes - They offered enterprise support with our envelope package - they are the best!
Yes - very quick!
We had concerns with the new rollout and our account rep gave us access to her counsel for legal advice on how to move forward and stay in compliance.

Using DocuSign

Been using this for 10 years and it gets easier and easier.
Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
  • Sending an envelope.
  • Exporting users into DocuSign from a csv file.
  • Setting up templates.
Yes - really good for signers on the go!