TemplateUpdated Nov 21, 2025
Loan Agreement
Put your loan in writing. Whether a friend or a business, our loan agreement template makes lending money safe and protects all parties.
Docusign for Financial Services
Modernize financial service agreements with AI
Streamline and secure account openings, loan approvals, and wealth transfers. Deliver better customer experiences with automated workflows and AI-assisted search and insights.
- Delight customers and optimize experiences
Meet your customers where they are with frictionless, multi-channel signing experiences.
- Bolster security and compliance efforts
Securely scale digital agreements with tools for enhanced control, KYC/AML support and record-keeping.
- Accelerate and automate processes
Simplify document workflows and seamlessly integrate digital agreements into your other systems.
How you can use Docusign
Docusign solutions help accelerate key business processes for all types of financial institutions:
Retail banks and lenders
Commercial and corporate banking groups
Wealth and asset management firms
Non-bank lenders
- Retail account opening
Streamline onboarding paperwork and KYC/AML compliance with electronic signing and embedded identity verification.
- Retail lending
Book interest revenue faster with simplified applications, remote online notarization and electronic vaulting.
- Commercial financing
Eliminate tedious document preparation and reviews with workflow tools and integrations.
Ready to modernize your processes?
How financial services organizations use Docusign
View More Customer Stories
Read the Full StoryVestwell Ramps Up Automation and Boosts Revenue by Investing in Docusign CLM
Read the Full StoryTrustmark Bank reduces service turnaround time by 3 days with Docusign CLM and Spaulding Ridge- 97%of recipients complete the envelope
- 3 daysfewer to implement new services for customers
Read the Full StoryGreenStone Farm Credit Services transforms agricultural lending with Docusign CLM and nCino- 1,350+Users across 7 shared services partners
- ZeroRekeying of data in loan documents
- > 90%Faster contract completion
- 200Hours of manual labor saved monthly
“By integrating Docusign CLM and eSignature with our RevOps tech stack, we were able to consolidate work happening in a lot of different places to create a unified experience that positioned us for scale and revenue expansion.”
Jon MarkSVP of Business Ops and Strategy, Vestwell
- > 90%Faster contract completion
- 200Hours of manual labor saved monthly
“By integrating Docusign CLM and eSignature with our RevOps tech stack, we were able to consolidate work happening in a lot of different places to create a unified experience that positioned us for scale and revenue expansion.”
Jon MarkSVP of Business Ops and Strategy, Vestwell
eSignature for financial services
Securely send and sign agreements from virtually anywhere and any device while maintaining a detailed audit trail.
Additional Docusign capabilities for financial services
- Docusign IAM
Turn static agreements into dynamic, data-rich assets. AI-powered search and insights help you uncover opportunities, and automated workflows help you save time and streamline your entire agreement process.
- Identify
Protect access to agreements with enhanced methods for authentication and verification.
- Notary
Notarize documents remotely and electronically via a secure audio-visual session.
- CLM
Accelerate contracting with tools supporting document generation, negotiation, storage and analytics.
Featured integrations for financial services
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Docusign IAM is the agreement platform your business needs
