How Odoo’s New eSign Features Simplify Document Signing

Overview:
In this blog, we’ll explore the latest updates in Odoo 19’s Sign app, which includes new multi-document envelopes, customisable field options, and enhanced security features. These upgrades are particularly beneficial for mortgage brokers and credit unions, helping streamline the signing process for loan agreements, client contracts, and regulatory forms.

Key Benefits for Mortgage Brokers and Credit Unions:

1. Multi-Document Envelopes: Streamlining Client Contracts
   • Odoo 19 now allows mortgage brokers and credit unions to send multiple documents in one go, significantly improving workflow efficiency by simplifying the signing process for clients who need to sign several agreements, such as loan documents and terms & conditions.
2. Customisable Field Options: Tailoring Documents to Client Needs
   • Customise your documents with drag-and-drop dynamic fields such as checkboxes, dropdown menus, and text inputs. This flexibility allows mortgage brokers and credit unions to tailor contracts and forms to meet the specific needs of each client.
3. Enhanced Security and Compliance: Meeting Regulatory Standards
   • With SMS verification and geolocation tracking, Odoo Sign ensures an added layer of security for your clients, making the signing process legally compliant with regulations such as EU eIDAS and the US ESIGN Act. A full audit log provides a transparent view of every action taken on the document.
4. Automated Reminders and Notifications: Keeping the Process on Track
   • Odoo Sign’s automated reminders ensure clients receive timely notifications, reducing manual follow-ups and improving overall efficiency. This is essential for mortgage brokers and credit unions handling multiple agreements and clients simultaneously.
5. Cloud-Based Flexibility: Sign Anywhere, Anytime
   • Odoo’s cloud-based solution enables electronic signatures on any device, allowing mortgage brokers and credit unions to manage their document signing processes remotely. Whether on-site, at home, or on the go, clients can sign documents anytime, anywhere.

Conclusion:
Odoo 19’s enhanced Sign app offers mortgage brokers and credit unions a comprehensive tool to improve document signing processes. With increased security, automated workflows, and flexible document customisation, Odoo Sign helps reduce administrative burdens, speed up contract finalisation, and enhance compliance with regulatory standards.

Ready to streamline your contract management?
Discover how Odoo 19’s Sign app can transform your document signing process. Contact us today to schedule a demo or learn more about integrating Odoo’s powerful features into your mortgage or credit union operations!