DOCUMENTATION
Documents & eSign
Collect, name and sign documents without chasing clients for files.
- Requesting and collecting client documentsRequest documents from a client on a deal, see what they upload in their portal, then review, approve, reject and download every file in Lend1.
- Reviewing, approving and rejecting client documentsReview the documents your clients upload, approve or reject them with a reason, see what your client is told, and rename, download or delete files.
- Sending a document for eSignCreate an eSign request in Lend1, attach a document from your compliance library, email your client a secure signing link and track it until signed.
- Building and sharing a formBuild a form from ready-made field types, publish it, share it by link or embed, assign it to a client on a deal, then read the submissions.
- Automatic document naming with Doc RenamerRename a batch of loose files with Lend1 AI, correct the detected document type, and set the workspace naming rules applied to every uploaded document.
- Setting up your compliance documentsBuild your compliance library in Lend1: upload PDFs, add a Lend1 letter template, set a default privacy document, and manage versions and reviews.