Pinnacle Finance Blog

May 20, 2016

Save Time and Money – Best Practices for Completing Loan Documents Using Electronic Signatures

Why make a trip to your customer’s home to get loan documents signed when they can be done electronically?   Our Pinnacle Online Dealer System (PODS) provides a simple, fast and secure method of emailing the documents to your customer so they can sign them electronically.  PODS utilizes DocuSign, the industry leader in E-sign (Electronic Signatures). Here are a few tips to take advantage of this very powerful on-line tool: Set a phone call time – Although you can initiate an email to your customer(s) at any time to begin the DocuSign process, scheduling a brief phone call with the customer to […]