FINPLAN eSignatures Integration
Send documents that require eSignatures, they can sign and return them seamlessly through FINPLAN, making the process faster, easier, and more secure for both advisers and clients.
Legalesign with FINPLAN
FINPLAN is a solution for mortgage and wealth advisers to manage client information, quotes, reporting, and commissions. The Legalesign FINPLAN integration eliminates delays caused by clients needing to visit the office or deal with printing and mailing documents.
How does the Integration Work?
Prepare Documents
Mortgage and wealth advisers manage documents such as broker fee agreements, initial disclosure documents, or suitability letters directly within FINPLAN.Send for eSignature
With a few clicks, send the document to the client through their portal. There's no need to download or use external tools.Client Signs with Ease
Clients are notified, where they can review, access, and sign the document within FINPLAN.Instant Return and Storage
Once signed, the document is automatically returned to the adviser and stored in the client's record.
Why Legalesign?
Advisers send documents for eSignature without leaving their back-office system. Completed documents are stored automatically in the CRM.
Fully Auditable
Signing at Speed
Enhanced Compliance
Easily track the status of each document, who has signed, and who has yet to sign. With a secure record of past documents, mortgage advisers have complete control of the entire document lifecycle.
Avoid delays associated with manual document handling. Faster signing means quicker payments, smoother deals, and happier clients.
With Legalesign, signed documents are protected by tamper-proof encryption and authentication, ensuring everything remains confidential and secure.
Start Sending Documents with Legalesign Today
No Credit Card Required.