Every applicant signs your credit guide automatically, with their details and yours already filled in.
Who this is for: Brokers
Before you start
You're set up with EffiSign.
Your credit guide is uploaded to your profile: click the blue pencil at the top right of the homepage and upload it under Upload Credit Guide.
Steps
In Broker Settings, turn on automatic credit guide signing and choose when it's sent: when the applicant first logs in to their portal, or when they complete their personal details.
Open your profile and click Set up signing next to your credit guide.
Drag fields onto the page: applicant fields (signature, initials, date, name; up to six applicants), broker fields (name, CRN, email, mobile, ABN) and business fields. Resize them and set the font size.
Click Save layout.
What happens next
The applicant logs in with their one-time code and the credit guide opens with their details filled in.
They sign and click Finish, then continue to the fact find.
You and the applicant both receive the signed guide and certificate of completion by email.
The signed guide is saved on the lead under E-signature.
Good to know
To send it yourself, click Send credit guide for signing on the lead.
Applicants added later get their own credit guide to sign.
If you impersonate the client, you won't be asked to sign. Only the client can sign.
Authorised brokers can share their set-up credit guide with sub-brokers.
Need a hand?
Email [email protected] and our team will get back to you.