A flexible closing solution that meets your clients' rigorous standards
When document compilation happens before closing and precision is critical, banking and lending practices rely on SimplyAgree.
Explore SimplyAgree for your firm
"I just finished putting together a pretty large and complicated closing using SimplyAgree, and once again I am thankful to have the product. I literally would not have been able to get the deal done, on time, without it."
Why banking & lending practices choose SimplyAgree at closing:
Built for complex packets
Deliver polished multi-entity packets fast.
Our signature packet process is built with features specifically for your workflows. Generate complex borrower or lender packets across a multitude of participating entities. Then deliver the packet to your client in PDF or Microsoft Word formats.
Pre-closing compilation
Prepare complete sets before closing day.
When banks won’t close without final, fully compiled documents, don’t push back closing. Precompile all of your documents in SimplyAgree and distribute fully-compiled versions in a click.
Handwritten signature support
eSign not an option? No problem.
When banks won’t accept eSignatures, SimplyAgree seamlessly supports handwritten signings. Don’t sacrifice efficiency to meet your clients’ signing requirements.
Get access to SimplyAgree
We work with your deal team to understand your use case, then develop a custom plan for getting started.
Explore a better way to deliver closing services to your financial clients. Let's talk.
- Highly responsive support, product, and engineering teams
- Seamlessly integrates with NetDocs, iManage, and DocuSign
- Best-in-class security infrastructure that protects client data
- Option to deploy on the cloud, private cloud, or on-premises
- Proven utility across all transaction groups
- Easy to learn, easy to use
