AI-Agents for Version Control in Financial Services working with Box
Verify asset versions, file agreements, attach briefs. 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 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.
6 tools
