The Dash Sign portal

Your signing desk, in one clear place.

Send forms, see what is waiting, and find every completed PDF from one simple portal.

Send a form How it works

Dash Sign portal open on a laptop beside a client signing page in a premium office

How it works

Send a form. Get it signed. Find it later.

Save the form once. Send a link. See what still needs to be signed. No inbox search. No rebuilding the same forms.

Pick a form

Upload a form you send often. Save it for next time.

Send a link

Your client gets a simple page with your logo and clear instructions.

See what is done

See who signed, send a reminder, and save the finished PDF.

Abstract document fragments converging into a verified evidence chain

Common forms

Use the forms your office sends every week.

Mortgage packagesInsurance applicationsRetainer agreementsClient consent formsBroker formsDisclosure packagesOnboarding formsSigned approvals

Stay on top of every form

Always know what is signed.

See who signed, who has not, and where the finished PDF is.

Keep forms out of email

Send client forms through one clear link instead of long email chains.

See who signed

Know who finished and who still needs a reminder.

Give staff the right access

Let each broker, assistant, or lawyer see the documents they need.

Find the answer later

See what happened when a client or manager asks.

Use your own brand

Show your logo, sender name, and instructions on the signing page.

Made for Canadian teams

Built for Canadian firms that send client forms every week.

For teams that send forms every day

Send less email. Get more forms back.

Dash Sign works for mortgage, insurance, legal, accounting, and real estate teams.

Mortgage brokeragesAccounting firmsInsurance brokeragesLaw firms

Industry templates

Build the packets your team sends every week.

Set up reusable packages for mortgages, insurance, retainers, consents, and onboarding so staff spend less time rebuilding the same documents.

Mortgage packagesInsurance formsRetainersConsent formsOnboarding forms

For 50+ agent brokerages

Mortgage Brokerages

High-volume borrower signing gets expensive fast, and admins lose visibility when every agent manages documents differently.

Compare signing costs

For accounting and bookkeeping firms

Accounting Firms

Seasonal volume and repeated forms create too much client follow-up for small teams.

Set up client signing

For insurance teams

Insurance Brokerages

Clients need to sign routine forms, but staff still chase emails, attachments, reminders, and completed records.

See insurance workflow

For legal and professional services

Law Firms

Unsigned client documents block work, and staff need a clearer view of what is waiting or complete.

Review a legal workflow

For transaction-heavy teams

Real Estate Teams

Deals stall when multiple parties need to sign and no one has a clean view of what is waiting.

See transaction workflow

For finance and deal teams

Commercial Finance Firms

Finance documents need speed, signer clarity, and a defensible record without turning every file into an email chase.

Review a deal workflow

Abstract secure document panels and shield controls for enterprise signing review

Take a look first

See how it works

See the client link, staff access, finished PDFs, and reminders before you switch.

Abstract encrypted signing workflow with document packet verification nodes

Your brand

A page with your name on it

Your client sees your logo and instructions from the first click.

Abstract evidence vault with audit timeline and verified document records

Finished files

Find every signed PDF

When the client is done, the signed PDF stays with the details you need.

Your brand

A signing page with your name on it.

Your client sees your logo and clear instructions. Your team sees what is done.

Send a form See security

Abstract calm client signing path with shield layers and verification nodes

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

Try it free for 30 days

Ready to send a form?

Start with one real form. See how easy it is to send, sign, and save.

Send a client form See security