Everything
in one place.
No more sending documents through a clunky encryption service, asking your customers to dig through their emails to find documents or spending hours on tedious back-and-forths.
Get applications done quicker with the On the Money app
Step 1:
Let your customers complete their own fact find (coming October 2020)
Let clients handle the bulk of their fact finds — including all income and affordability questions — right from the app, getting things close to the finish line before you’ve even lifted a finger.
Step 2:
Get everything signed and agreed in-app
Give your customers the option to upload proof of income, read all documentation and sign agreements (coming soon), all without leaving the app. They’ll be able to keep everything in one place too, so they’ll never have to search for anything.
Step 3:
Send the application with a single click
Once the dotted lines have all been signed, Signature will automatically package the application and get it ready to send straight to the lender.
No rekeying. No logging into portals. Just click send and it’s done.
Ready to take back 25 hours of your week?
Less time on tasks you hate. More time on the things that really make a difference.
No credit card. No contract. No limits.