01
Prepare an agreement
Start from a controlled template or upload the agreement your team needs executed.
For brokerages and firms handling client paperwork at volume
Move agreements faster.Keep control at every step.
Dash Sign gives brokerages and professional firms one secure way to prepare, send, track, and store signing packages, without losing visibility across clients, staff, or completed PDFs.
30 days free · No credit card required.
Secure client access
One deliberate signing path
Signer status in one view
Know what is waiting
Review-ready records
Keep the signing history
Your brand throughout
A client experience you control
Execution recordDS-2048-7A91
Agreement prepared
Purchase agreement · 12 pages
Signer identity verified
SMS and identity check completed
Agreement executed
All required fields completed
Signed
Certificate and audit trail available
STATUS
SEALED
SIGNERS
2 OF 2
RECORD
READY FOR REVIEW
How it works
Prepare once.Send quickly.Know what is complete.
Turn the documents your team sends every week into a clear, repeatable signing process.
02
Verify and send
Your signer receives a branded, deliberate path with the checks your workflow requires.
03
Seal the record
Track completion, preserve the audit trail, and keep the finished agreement ready for review.
Common forms
Use the forms your office sends every week.
Mortgage packagesInsurance applicationsRetainer agreementsClient consent formsBroker formsDisclosure packagesOnboarding formsSigned approvals
Security that supports the workflow
Keep speed without losing control.
Your team should not have to choose between fast execution and controlled document handling.
Controlled client access
Move sensitive agreements through one deliberate signing path instead of scattered email attachments.
Every signer accounted for
See who has completed, who is pending, and what requires a controlled follow-up.
Staff access by design
Give brokers, assistants, and lawyers visibility into the records relevant to their role.
Every action reviewable
Preserve the execution history when a client, manager, or regulator needs an answer.
A client experience under your control
Present your brand, instructions, and signing requirements from the first click.
Built for Canadian workflows
Keep professional agreement execution aligned with Canadian privacy expectations.
Built for teams where paperwork is part of the business
Move more client work forward.
Dash Sign helps teams reduce document chasing without giving up control.
Mortgage brokeragesAccounting firmsInsurance brokeragesLaw firms
Saved document packages
Build the packages your team sends every week.
Save the forms and document combinations your office uses repeatedly, so staff spend less time rebuilding the same package and more time moving the client forward.
Mortgage packagesInsurance formsRetainersConsent formsOnboarding forms
See the workflow
From package to signed PDF
See the client link, staff access, signing status, and finished record before you switch.
Your client experience
A signing page clients recognize
Your client sees your logo, instructions, and signing requirements from the first click.
Review-ready records
Keep every signed PDF in view
When the client is done, the signed PDF stays with the signing history your team needs.
A client experience your firm controls
A signing page your clients recognize.
Show your logo, instructions, and signing requirements from the first click. Your clients get a clear path. Your staff get a better view of what is complete.
Branded client signing
A clean signing page with your instructions, logo, and the right checks behind it.
Privacy
Built for Canadian teams
Your logo on the signing page
Reusable document templates
Private client information
Clear signing records
See verified execution in practice
Put every agreement on a clear record.
Book a walkthrough of the signing path, verification checks, and completed execution record.