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Broker User Training


Length of video: 52 min


Sundari Rose
Trainer

 

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.

Note: If you are a designated Administrator for eSIGN, and have not first watched the "eSIGN Setup" video, it is recommended that you complete that step, before continuing with this video.