- 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
Kurs 12 von 17 in Agreement Cloud Expert |Engagement Manager Bronze
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