Borrower packages wait on signatures
Purchase, refinance, and renewal files lose momentum when no one can see exactly who still needs to sign.
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.
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.
Co-borrower follow-up gets messy
Multiple signers, missing fields, and reminder emails create avoidable work for agents and assistants.
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.
Built for the whole mortgage team
Mortgage brokers move faster. Brokerages keep control.
For mortgage brokers
Send the package. See what is left.
- Prepare purchase, refinance, renewal, and disclosure packages.
- Add borrower and co-borrower fields without rebuilding the workflow.
- See signer progress and follow up before the file stalls.
- Keep the completed PDF and signing history together.
For brokerage leadership
A repeatable process across 50+ agents.
Built for broker owners, principal brokers, and operations leads who need consistent templates, staff visibility, and review-ready records across the brokerage.
- Standardize borrower packages with shared templates.
- Give staff the right visibility without giving everyone the same access.
- See what is pending, complete, or needs attention across the team.
Work where your documents already are
Send from the browser. Track everything in Dash Sign.
Use the Dash Sign browser extension to bring documents into your signing workflow while you work in the tools your mortgage team already uses.
Start your free trial01
Start from the browser
Bring a package into Dash Sign without changing your entire workflow.
02
Prepare and send
Add borrowers, co-borrowers, fields, and signing instructions.
03
Track completion
Follow progress and keep the signed record ready for the 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 trialWhy 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.