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Overview


Paper, fax, and scanners have no place in today world of fast-paced mobile-crazy customers and real-time financial transactions. ZorroSign’s industry-compliant, highly secure, private Cloud and On-premise solutions allows independent financial advisors, lenders, banks, and credit unions to offer secure and fully automated transaction handling to their customers. ZorroSign works with your existing documents and forms and seamlessly integrates into your existing technology infrastructure.


Benefits


  • Fill out and process forms and documents quickly and securely.
  • Reduce turnaround time for processing and closing loans.
  • Serve the needs of your fully mobile and fast-paced customer base.
  • Make internal and external processes seamless and efficient.
  • Avoid inefficient full and partial paper-based processes.
  • Reduce cost of processing applications, forms, and documents.

Use Cases


  • Finalizing and closing loan documents
  • Wealth and asset management transactions and approvals
  • Everyday financial transaction requests and approvals
  • New accounts forms processing
  • Inter-bank agreements
  • Human Resources processes


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