The E-Sign Multiplier
Built to Outpace Friction
No more silos. No more delays. Just action.
The Eltropy + DocuSign integration enables community financial institutions to deliver seamless e-signature experiences within conversational channels, allowing consumers to review and sign documents via text or chat without interrupting their journey. Consumers receive document requests with simple prompts and can complete signatures on any device instantly, eliminating the friction of printing, scanning, or branch visits. This integration dramatically speeds up account opening, loan closing, and service transactions while maintaining legal compliance and audit trails, turning document signing from a roadblock into a simple conversation step.
Powerful alone. Transformative together.
The Eltropy × DocuSign integration delivers a seamless banking experience with real-time, secure e-signing that makes it easier for customers to complete applications, speed up deals, and keep business moving – anytime, anywhere, on any device.
Speed Up Path to Funding
Let consumers open accounts and start loans in minutes with seamless e-sign links delivered via Text, driving faster responses, smoother workflows, and greater efficiency.
Boost Productivity and Cut Costs
Automate administrative tasks, cut paper-based labor by up to 90%, and lower costs by embedding e-sign links directly in Texts, freeing your team to focus on high-impact work.
Stay Secure and Compliant
Keep every signature secure and fully controlled with Text and the eSign Remote connector to stay compliant, protect sensitive data, and deliver a seamless signing experience.
Turn Borrower Activity Into Insight
Gain full visibility into document status, see when borrowers open, engage, or stall, and use data to optimize follow-ups and close deals faster.
The Eltropy+ DocuSign Impact
Faster responses to Text alerts
10
x
Open rate on Text Messages
10
%
Average open time for a Text alert
2
Mins
Capabilities Built for Modern Lending Teams
Pre-built templates for signer roles.
Seamlessly upload and send documents for e-sign to the consumers.
2FA-secured access to e-signature links.
1:1 Text Messaging for follow-ups.
Text alerts to track Docusign envelopes at different stages.
Instant notifications when consumers open secure e-sign links.
DocuSign x Eltropy E-Sign Workflow
Start a Conversation
Log in to Eltropy Launcher. Navigate to or create a conversation by adding borrower details.
Launch DocuSign
Click the “Send DocuSign Link” icon in the text area to begin the process.
Select Document Type
Upload a new file or choose an existing template, add recipient details, and place tags (signature, date, etc.) in the DocuSign modal.
Send the Link via Text
Once the relevant tags are added, click on ‘Send Text’.
Track Activity in Eltropy
The activity gets recorded in the Eltropy Launcher once the consumer clicks on the secure link and completes signing the document.
One of the biggest reasons we chose Eltropy was their robust integrations. As we prepared for a core conversion, Eltropy was already ready to support us, which opened up countless possibilities to increase efficiency and improve member interactions across the entire organization.
One thing that surprised me was how smoothly it went. Usually with third-party vendors, you have hiccups. But since day one, it’s been fantastic. The integration has been seamless, and the system is so intuitive that staff training was minimal. That kind of turnaround was unheard of with our old process.
The way MeridianLink and Eltropy work together has been remarkable. When a member needs to submit or sign docs, our team sends a quick Text and often get a response within minutes, rather than days. The efficiency gains have been incredible.
Docusign brings agreements to life. Nearly 1.7 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign IAM, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and CLM.
