In today’s digital age, it’s no surprise that more businesses are turning to e-signatures, or e-sign for short, to streamline their business processes. Integrated e-signature software helps companies save time, reduce costs, and increase efficiency. Here are just a few of the advantages of integrating e-sign into your existing CRM software.
- Cost Savings: Businesses can save a lot of money by using e-signatures instead of traditional paper-based signatures. By using e-signature software, companies can avoid the costs associated with printing, storing, and shipping documents, which can add up quickly.
- Improved Security: By using e-sign, companies can ensure that sensitive data is protected. Because documents are encrypted and stored digitally, there is less risk of sensitive information being compromised. Having your documents stored inside your CRM allows for seamless processing as opposed to having to manage two different systems.
- Increased Efficiency: With e-signatures built into your CRM, documents can be sent and signed in a fraction of the time it takes to send and receive documents via traditional methods. This can help loan processors get documents signed quickly and move on to the next task.
- Automated Processes: By using e-sign software, mortgage brokers can automate certain processes such as sending out invoices or contracts, as well as setting up automatic reminders for customers to sign them. This can help streamline the process and free up valuable time for other tasks.
- Improved Customer Experience: By integrating e-signature software into your existing software, customers can easily and quickly sign documents from any device, at any time. This makes it easy for customers to complete transactions without having to wait in line or mail in documents.
Overall, using integrated e-signature software into your CRM can provide numerous benefits to your business. From cost savings and improved security to increased efficiency and improved customer experience, the advantages of e-signature software are clear. If you’re looking to streamline your processes and provide a better customer experience, use CaptaFi, which has a built-in e-sign module with ala carte pricing. You only pay for the documents you send. With affordable pricing and free 14 day trial now is the time to get started with CaptaFi.