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Case Study 02

Real Estate & Mortgage

How a real estate and mortgage team shortened closing cycles with guided eSign workflows.

A property services group modernized buyer disclosures, lender documentation, and closing approvals so agents and operations teams could move transactions forward with less friction.

Company profile

A combined real estate and mortgage business handling residential purchase agreements, disclosures, lender forms, and internal review signoffs for time-sensitive closings.

Challenge

Critical documents were sent in fragmented batches, requiring repeated reminders and manual version checks. Buyers, agents, and lending staff struggled to keep documentation aligned, especially near closing deadlines.

Signably solution

  • Created reusable closing packets for common transaction stages.
  • Used structured signing order for buyers, agents, coordinators, and lending contacts.
  • Captured complete audit trails for disclosures and time-sensitive approvals.
  • Reduced version confusion by keeping all transaction documents in one execution flow.

Business outcomes

  • Transaction coordinators spent less time chasing signatures and resending corrected packets.
  • Buyers completed disclosures faster thanks to simpler digital workflows.
  • Lending and operations teams gained clearer handoff visibility throughout the closing process.

Results at a glance

58% faster

Closing packet completion

41% fewer

Resent documents

End-to-end

Closing visibility