Overview
eSIGN is secure signature technology that saves you time. Receive electronic signatures on any document using a secure, CSIO vetted system. All steps taken are properly documented and completed forms are automatically saved in your management system.
Obtaining signatures doesn't have to be a lengthy process comprised of printing, signing, scanning, and returning documents back and forth between your brokerage and your clients. By simplifying the eSignature process, you can better serve your customers and offer a superior experience.
This video is for Administrators and demonstrates the necessary steps required to setup eSIGN. For a full overview of how to use eSIGN, check out our "eSIGN Broker User Training" video.