For finance brokers
For finance brokers: every document in, every form signed.
Send a borrower one checklist, collect each document against its line in a private room, and send the application and disclosures for signature from the same place, co-borrowers in order.
Everything on this page comes with Pro. Start free, with three documents a month and no card.
What finance brokers do on ShareSign
01
A checklist, not an email thread
Paste your document list into a room as a request list. The borrower sends each file into the room, from the room or by email to its own address, and you take it in against its line.
How it works02
See what is still missing
Every line shows where it stands: asked, with them, provided, or accepted. Anything past its date is named in the room's one email a day.
How it works03
Forms signed in order
Borrower, then co-borrower, then you. Several files go out as one document and are certified as one.
How it works04
A record that holds up
The last page of every signed PDF says who signed, when, from which address and device, and the fingerprint of each original file, and anyone can check it.
How it works05
Your name on it
Your logo, colour, and sender name on every email and signing page, on Business.
How it works
A mortgage brokerage in Phoenix, Arizona
One firm's week
Lodestar Home Loans, LLC files about forty applications a month for loans between $300,000 and $900,000. Each borrower gets a room with the documents checklist pasted in as a request list: pay stubs, W-2s, two months of bank statements. Borrowers send files from their phone or forward them by email to the room's address, and the broker takes each one in against its line.
When a file is complete, the application and disclosures go out for signature, the borrower first and the co-borrower second, and the signed PDFs sit in the same room as the documents they rest on.
Free templates
Read each one whole, download it in Word, and send it for signature.
- Mortgage documents checklist template
The documents a lender asks for with a mortgage application: identity, income, assets, debts, and the property. A free checklist to send each borrower.