Application completion
Merchants can confirm business information, owner details, contact details, and requested funding information before a broker submits the file.
Submission Sign
E-sign merchant applications without another third-party app.
Submission CRM gives brokerages the ability to capture merchant data and have the merchant electronically sign applications or PSF forms from a computer, tablet, or smartphone.
Made easy
Prefill, send, verify, sign.
Merchants can input details, attach documents, and sign with a swipe or click. Brokers can also send prefilled forms to a merchant's primary email so the owner can verify details and approve the application with a signature.
Why sign with Submission Sign?
Electronic signatures help brokerages save time, reduce extra software costs, and keep the application process inside the CRM workflow.
- Merchant application e-sign
- PSF form e-sign
- Secure email request flow
- Included with annual license
Time saving equals conversions
Move applications faster.
The original site notes that most applications are signed electronically in less than a day, with many completed within minutes. Faster signatures mean fewer delays between merchant interest and lender submission.
Submission Sign workflow
Collect cleaner merchant applications before the file reaches a funder.
Submission Sign is built for MCA documents, merchant applications, and brokerage intake. Brokers can send a prefilled application to the merchant's primary email, let the owner verify business details, collect required documents, and capture the signature from desktop or mobile.
The signed package stays connected to the merchant record, so the team can review the application, add bank statements, prepare lender submissions, and track the next step without searching through disconnected email threads.
Document collection
Use the same workflow to gather statements and supporting files that underwriting teams ask for during MCA review.
Mobile-ready signing
Applications can be signed with a swipe or click, helping brokers reduce wait time between lead capture and submission.