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About

Our suite of digital solutions is designed to advance the mortgage process at every stage, continuously improving the experience for lenders, settlement service providers, investors and borrowers. One seamless, efficient, and fully compliant digital platform for completely paperless eClosings. Improve data and document integrity. Loans close faster (with fewer errors and omissions). eSign and eNotarize documents from anywhere. Greater control and accountability during the mortgage loan cycle. Continuous compliance affecting tolerance levels, calculation reconciliation, potential RESPA violations and TRID issues. The digital mortgage is here — leverage your borrower’s smart device to keep them engaged throughout the loan process.

About

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Lenders, settlement service providers, investors and borrowers

Audience

To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29 / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocMagic
Founded: 1987
United States
docmagic.com

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Alternatives

SOLEX

SOLEX

First American Docutech

Alternatives

NotaryWorks

NotaryWorks

Accurate Group
Sign.Plus

Sign.Plus

Alohi

Categories

Categories

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Integrations

AtClose
BeSmartee
Chargebee
Close
Floify
Google Docs
HubSpot CRM
HubSpot Customer Platform
LendingPad
MortgageHippo
NotaryCam
Okta
Pipedrive
Salesforce
Stripe

Integrations

AtClose
BeSmartee
Chargebee
Close
Floify
Google Docs
HubSpot CRM
HubSpot Customer Platform
LendingPad
MortgageHippo
NotaryCam
Okta
Pipedrive
Salesforce
Stripe
Claim DocMagic and update features and information
Claim DocMagic and update features and information
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Claim DocSales and update features and information