Banking documents shouldn’t require an appointment and a stack of paper. Identifi’s e-signature platform lets members and customers sign in-branch or remotely with biometric security that carries more legal weight than a paper signature.
PRODUCT FEATURES
Every party gets a confirmation copy the moment the last signature lands, with automated reminders reaching anyone who hasn’t signed yet.
PRODUCT FEATURES
A signed loan disclosure inherits the same retention schedule and role-based access as any other file the moment signing completes, no separate setup step.
PRODUCT FEATURES
Tamper-evident sealing detects any change made after signing and invalidates every signature on the document automatically. The biometric profile behind each signature logs in detail, giving compliance and legal teams a record built for regulatory exams and expert testimony.
A loan ready to close today shouldn’t wait on a scheduled branch visit. Identifi lets a member sign from any device in a single session, so remote signing becomes the default way a loan closes instead of a special case staff has to set up.
A commercial agreement with several signers stalls until the last signature lands, and until now that meant someone tracking down each party manually. Identifi routes every party through the sequence and shows completion status in real time.
People’s Credit Union added Identifi’s e-signature module as part of the same rollout and found members signing in-branch or remotely, with every signed document landing in the same searchable system as everything else.
Six branches now run on one platform, with eSign, eReceipt, and document tracking handling what used to be filing cabinets and a separate signing tool.
Bethany Cottrell
Core Systems Manager, People’s Credit Union
FEATURES
Capture pressure, timing, and stroke data for forensic verification and maximum legal protection.
Automatically detect signature fields even when document layouts change between versions.
Enable signing on any smartphone or tablet with secure browser-based interfaces.
Print from existing applications to create signature-ready documents instantly without workflow disruption.
Route documents to multiple parties automatically with proper sequencing and status tracking.
Continue signature processing even without network connectivity with automatic sync capabilities.
Ensure any document modification after signing renders all signatures invalid for complete integrity.
Maintain detailed logs of every signing action for regulatory compliance and legal requirements.
Electronic signature software is a system that lets someone sign a document digitally instead of on paper, with the signature and a full record of the signing event stored for legal and audit purposes.
Yes, e-signatures are part of Identifi’s ECM platform, built for banks and credit unions rather than as a standalone signing tool. A signed document routes straight into Document Management instead of a separate export step.
No. It’s indexed and retained inside Document Management the moment signing completes, with the same access and retention rules any other document type gets.
Most banking and lending documents qualify under the E-Sign Act and UETA. Exceptions include a few documents that banks or credit unions don’t conventionally originate or service, including wills, testamentary trusts, and family law documents like adoption or divorce paperwork.
Yes. Identifi complies with E-Sign Act and UETA legislation while providing biometric capture that often exceeds traditional paper signatures for legal validity.
Yes, consent is required. The E-Sign Act requires institutions to disclose a customer’s right to paper records before obtaining electronic consent, and to provide a way to withdraw that consent later. Identifi supports capturing and logging that consent as part of the signing record, not as a separate manual process.
Customers receive secure links via email or text, review documents on their device, and sign using their finger or stylus.
Yes. Identifi detects signature requirements and routes documents to all parties in proper sequence with automated notifications and real-time completion tracking.
Signature tablets record pressure, stroke speed, direction, timing, and acceleration patterns, creating unique biometric profiles that forensic experts can verify for legal proceedings.
Print documents from any application to Identifi’s virtual printer. The system automatically detects signature fields and prepares documents for signing without changing existing user processes.
Identifi includes offline support that allows signing to continue without network connectivity. Completed packages upload automatically once the connection is restored.
Connections to Jack Henry, Fiserv, FIS, and Corelation mean a signed document updates the right account record automatically instead of requiring manual re-entry.
The signing engine is the same, but default routing for multi-party agreements and account types differs depending on whether you’re serving members or commercial customers.
See how we serve credit unions and how we serve banks.
Identifi’s team works directly with banks and credit unions on configuration, integration, and rollout for each institution’s specific systems. Contact the team to walk through your setup.
TALK TO OUR TEAM
Any tool can put a document in front of someone to sign. What matters is what happens next, whether that signature survives being challenged months later, and whether it’s already sitting in your document system instead of an export waiting to happen. Bring a document you’re signing today, and we’ll show you the difference.
