Overview

ClickSign is DocMagic’s eSign SaaS offering that streamlines electronic signing, tracking, management and secure long-term storage (eVault) of mortgage documents. It provides an intuitive signing experience across desktop, tablet and mobile while maintaining audit trails, tamper-evident sealing and compliance controls required by mortgage workflows. ClickSign integrates into DocMagic’s broader digital mortgage toolset to support end-to-end eClosing and document lifecycle management.

Features and Capabilities

• Core eSign workflow: Intuitive borrower-facing signing flow that supports desktop, tablet and mobile; guided “sign here” prompts and step-through document review.
• Compliance & audit trail: Date/time stamping, comprehensive audit logs, action history and tamper-evident sealing to satisfy mortgage regulatory and investor requirements.
• Integration with mortgage stack: Native integration with DocMagic document generation, SmartCLOSE collaborative closing and eVault (SmartSAFE) for seamless document handoff and end-to-end closing workflows.
• Secure storage (eVault): Long-term authoritative copy storage in a secure, certified eVault with versioning and retrieval for audits and investor delivery.
• Tracking & status visibility: Real-time package status, signature counters, sign-status indicators and admin console for monitoring active requests and completions.
• Device & signature flexibility: Supports typed, drawn and stored-signature profiles; clear handling for documents requiring ink signatures versus electronic signatures.
• Borrower identity verification options: Configurable verification steps during the signing session to help meet lender identity requirements.
• eNotary / eNotarization support: Workflows that support notary indicators and integration points for remote online notarization within the broader DocMagic suite.
• Admin console & bulk management: eSign Console for administrators to view active requests, progress and to manage or re-send signing packages.
• UX & borrower success features: Clear UI indicators, guidance prompts and progress counters designed to reduce incomplete or failed signing attempts.