On-Demand Webinar

Speed up lending with nCino and DocuSign integration

Leveraging robust software APIs, nCino now integrates DocuSign eSignature with Document Manager and Loan Origination System to empower lenders to seamlessly generate, send, sign, and save loan agreements without ever leaving the Salesforce platform. Pre-tagged documents from certain providers like CSI or Wolters Kluwer makes managing the process even easier.

Watch this on-demand webinar to learn how you can:

  • Select documents from Document Manager and design your own workflow for internally routing and sending forms. Add free-form tags and attach additional documents and tabs as needed.
  • Capture customized electronic signatures and track the real-time status across all of your DocuSign forms.
  • Save completed documents back into Salesforce with full transaction history and audit trails. Options include the ability to retain a DocuSign Certificate of Completion, providing full provenance of the transaction during its signing process.

Register for Webinar