- Introduction
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Introduction
- Content
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Rooms for Mortgage Introduction
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Discovery and Qualification
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Customer Stories
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Positioning and Demo
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Competition
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Services
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Pricing and Packaging 35 Min.
- Conclusion
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Knowledge Check
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Feedback Survey
DocuSign Rooms for Mortgage 101
In this course you'll learn about DocuSign Rooms for Mortgage.
Existing mortgage processes are costly for lenders and frustrating for borrowers. Mortgage transactions are complex, paper-driven processes involving many people, documents, and regulations that vary across states and counties. The result is an inefficient process. Keeping documents moving with over a dozen participants is a daily struggle, lengthening time to close (and revenue). While lenders have taken steps to automate discrete parts of the process, they lack visibility and control over the end-to-end transaction. DocuSign Digital Closing solutions can modernize these processes. In particular, our new solution Rooms for Mortgage, accelerates closing times and improves the borrower experience with a secure, digital workspace for everyone involved in a mortgage. By the end of this course you should be able to:
- Qualify toward the right Digital Closing solution
- Identify key buyers
- Explain the features and benefits of Rooms for Mortgage
- Successfully position the why change, why now, why DocuSign Digital Closing
Primary Audience: SMB/MM Fin Serv + Real Estate | NAMER
Secondary Audience: Enterprise Fin Serv + Real Estate, Customer Success | NAMER