Kerseys and VirtualSignature on conveyancing
eSignatures & SmartForms for CMS
ASSISTING WITH THE INTEGRATION OF SMARTSIGN & SMARTFORMS INTO LEXIS NEXIS VISUALFILES
Challenges:
Kerseys needed to implement an eSignature product that integrated with their case management system
Initial objectives needed to be considered along with the long terms gains whilst keeping costs to a minimum
The initial objective was to implement a product in their residential property team, that supported a paper light initiative and speed up and improve the client
onboarding experience
The firm’s principles are to offer a service that it is independent to each client enabling them to communicate with the firm how they wish, without developing a warehouse factory feel.
Solution:
Kerseys were set up with SmartSign with the following features:
- Doc management dashboard
- Template library
- Signer geo– location request
- eWitnessing
- Third Party Link & Share
- Time stamped audit trail
- Business branding
- Configurable automated notifications
- Address lookup
- Recipient sequencing
- Recipient name check
- 6-digit One Time Password
- Two Factor authentication
- Filled form data return (XML/JSON)
Results:
Kerseys onboarding processes have been streamlined whilst retaining the personal, tailored approach important to their customers.
This was possible through the rapid integration of SmartSign into their Lexis Nexis Visualfiles case management system with the help of our integration partner, Zylpha and the creation of a Smartforms library, enabling their conveyancing team to automate client inception letters as well as other forms such as the HMLR TR1.
