Because client onboarding should be the easy part!
Open accounts, execute loan packages, and collect advisory agreements with ESIGN-compliant signatures and audit trails your compliance team can trust.
One envelope, one session
Send account-opening packets, KYC documents, and advisory agreements together. Clients complete everything in a single guided signing flow.
Legally binding audit trails
Every signature captures identity, intent, and timestamp under ESIGN and UETA. Tamper-evident records stand up to regulatory review.
Route to the right approver
Send documents through clients, co-signers, guarantors, and compliance reviewers in the exact sequence you define—no bottlenecks.
Built for compliance and trust
Every signature on Upsign meets the standards your industry demands.
Legally binding
Compliant with ESIGN and UETA. Every signature captures intent, identity, and timestamp.
Full audit trail
Tamper-evident records log every view, signature, and action on a document.
Secure storage
Documents encrypted in transit and at rest. Access executed agreements anytime.
Agreement management for finance
Speed up onboarding without cutting compliance corners.
Send
loan & account packages
Route
signers in order
Track
completion & audit trail
Store
executed agreements
Documents you can send today
Upsign supports every agreement in your onboarding and compliance workflow—loan applications, KYC packets, advisory contracts, and disclosures. Upload any document or start from a template, then send for signature in minutes.
Frequently Asked Questions
Yes. Upsign captures signer identity, intent, and timestamps in a tamper-evident audit trail compliant with federal e-signature laws.
Yes. Route documents through clients, co-signers, and compliance reviewers in the sequence you define.
Yes. Use bulk sending to distribute fee disclosures and policy updates, then track completion across recipients.
All signed documents are stored securely in your Upsign dashboard with full audit history, searchable anytime.
Get started with Upsign today!
Easily send, sign and track your documents