Templated Compliance Documents for eSign & Client Journey Updates

Here at Newton we work hard as a team to continually make updates and improvements to our system in order to provide the most seamless experience possible for brokers and agents. Besides the listed improvements below, we currently have some major projects underway that we will be introducing in the near future.

You ask, we deliver! If you have any suggestions for updates or improvements, Customer Care would love to hear about them.

eSign – Templated Compliance Documents 

eSign just got easier! No more wasting time dragging and dropping fields on your documents for signing. Now when you send out the following documents for eSign, the signature, date, and text fields will already be placed for you.

  • ON Disclosure to Borrower Statement (Fixed)
  • BC Fixed Credit Disclosure
  • BC Open Credit Disclosure
  • BC Conflict of Interest Disclosure
  • Solicitor Letter of Direction
  • + more to come!

*Please note: New compliance forms will need to be generated in order for the templates to work.

Haven’t tried eSign? Click here to find out more.

Client Journey

Take your clients on a journey with our new online application form!

The consent/disclosure email confirmation to clients and the Client Journey calendar are now available in French and include various UI updates
If you’re not already using the Velocity online application, click here for instructions.