For growing mortgage brokerages

The faster way for mortgage brokers to get paperwork signed.

Dash Sign helps mortgage brokers send borrower packages, track every signer, and keep completed documents organized. Broker owners, principal brokers, and operations leads get visibility across the team.

Mortgage Brokerages signing workflow

Best fit

Broker owners, principal brokers, and mortgage teams sending borrower paperwork every week.

Borrower and co-borrower packages create follow-up work when every agent manages documents differently.

Purchase packagesRefinance packagesRenewal documentsBorrower disclosures

Use cases

Built around the documents your team already sends.

Purchase packages
Refinance packages
Renewal documents
Borrower disclosures
Co-borrower forms
Commitment letters

The pain

Why teams start looking.

01

Borrower packages wait on signatures

Purchase, refinance, and renewal files lose momentum when no one can see exactly who still needs to sign.

02

Co-borrower follow-up gets messy

Multiple signers, missing fields, and reminder emails create avoidable work for agents and assistants.

03

Completed records are hard to find

Signed PDFs, timestamps, and completion history should stay together when the file needs review or handoff.

The workflow

How Dash Sign helps.

The same product, presented in the words each industry already uses: forms, packages, records, staff visibility, and branded signing links.

One mortgage workflow

Give agents a repeatable process for preparing and sending purchase, refinance, renewal, and disclosure packages.

Clear signer status

See borrower and co-borrower progress in one place and send follow-ups before a file stalls.

Ready-to-review records

Keep the signed PDF, completion certificate, and signing history together for the brokerage file.

Best first step

Send your first mortgage package in under 10 minutes

Start with one purchase, refinance, renewal, or disclosure package. Add your borrowers, send the signing link, and see every required field and signer in one view.

Start your free trial

Why switch?

Not another signing tool.A better workflow.

Traditional
Generic e-sign
Dash Sign
Email, print, scan, chase
Signature-only workflow
Mortgage team workflow
Status buried in inboxes
Generic signing link
Branded borrower link
Manual reminders
Limited signer context
Borrower and co-borrower status
Scattered signed PDFs
Downloaded completion file
Templates and completion records

Industry workflow review

Send your first mortgage package in under 10 minutes.

Create a free trial, upload one package, and see how much easier borrower signing can be when status and completed records stay together.

30 days free · No credit card required.