AI-Agents for Client Onboarding in Financial Services
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send approved financing agreements to named signers and record their links.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsSend approved client agreements to the assigned signers.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend approved referral agreements to partner signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsRoute approved loan agreements through each required signer.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
11 toolsSend approved loan agreements to the right borrowers.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsSend approved loan agreements for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved account agreements to named signers and confirm invitations.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend approved loan agreements to each required signer.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsSend client agreements for signature after intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend approved client agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
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