DocuSign eSignature Integration

Accelerate Loan Closures with DocuSign eSignature Integration

Questions answered:​

1. What is an eSignature and Why Does it Matter in Lending?

2. How Does Covaleyo Integrate with DocuSign?

3. What Are the Benefits of the DocuSign eSignature Integration with Covaleyo?

4. How it Works: Implementation

Empower borrowers to sign loan documents securely, from anywhere, with DocuSign eSignature integration directly within your Loan Origination System (LOS). Covaleyo’s ProLender platform integrates with DocuSign to streamline the signing process, eliminate paperwork, and ensure full compliance—all while improving turnaround time and borrower satisfaction.

What is an eSignature and Why Does it Matter in Lending?

An eSignature (electronic signature) is a legally recognized digital method for signing documents, offering a secure, efficient alternative to traditional handwritten signatures. In loan origination, eSignatures are essential to modernizing the lending process. Borrowers, co-signers, and financial institutions can sign applications, disclosures, and agreements electronically—without requiring physical paperwork or in-person meetings.

Key benefits of eSignatures in lending:

  • Faster Loan Approvals
  • Remote Signing Flexibility
  • Reduced Admin Burden
  • Improved Compliance
  • Secure, Tamper-Proof Documentation

Documents are traceable, auditable, and legally binding, ensuring both efficiency and regulatory peace of mind.

How Covaleyo Integrates with DocuSign

Covaleyo ProLender provides a seamless, in-platform DocuSign integration configured through the ProLender administration environment:

  1. System Setup: DocuSign is integrated and managed via ProLender Administration.
  2. Form Trigger: Within the Forms Screen, documents requiring signature are selected and submitted to DocuSign.
  3. DocuSign Portal Access: The borrower receives a secure email or link to review and sign documents.
  4. Real-Time Status Updates: Signed documents and audit trails are synced back to the LOS.
  5. LOS Document Storage: All completed documents are stored securely in the loan file.

This automated flow removes bottlenecks, keeps processes fully digital, and enhances the borrower journey from application to closing.

Benefits of DocuSign eSignature Integration with Covaleyo

Integrating DocuSign into your LOS brings numerous advantages for credit unions and loan providers:

  • Accelerated Closings: Speed up the loan process by days or even weeks.
  • Anywhere, Anytime Access: Borrowers can sign from any device, 24/7.
  • Improved Document Accuracy: Reduce human error and avoid missing signatures.
  • Enhanced Compliance: Secure, tamper-evident documents with detailed audit trails.
  • Operational Efficiency: Eliminate printing, scanning, and mailing costs.
  • Digital-First Borrower Experience: Meet member expectations for fast, paperless service.

How it works: Implementation

Covaleyo will support the DocuSign implementation.

Want to simplify your document workflows and close loans faster?

Contact Covaleyo to activate your DocuSign eSignature integration today.

Contact us to learn more

Experience the Benefits of Covaleyo's Integrated LOS

A Loan Origination System (LOS) needs to enable Credit Unions to streamline their lending processes as well as ensure they can add additional functionality without a significant impact to operations. An integrated LOS has numerous benefits including reduced errors, efficiency gains, and additional channel options.

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Ask us anything

It’s the process of embedding DocuSign into your LOS, allowing borrowers to sign loan documents electronically within a secure, automated workflow.

DocuSign ensures legally binding, tamper-proof documents with full audit trails to support regulatory compliance.

Yes. Borrowers can review and sign documents on desktop, tablet, or smartphone.

Loan applications, credit agreements, disclosures, consent forms, and more can all be signed electronically.

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