Questions and answers

No. Each client opens their own secure link from an email and fills out and signs the form in their browser.

Yes. On Send Form, choose Español before you send. The email, the form and the signing screens are in Spanish, and you keep an English copy of the signed PDF.

Use Copy link, Send from my email or Text it on the Send Form confirmation or on the Submissions list to send the link yourself. You can also press Resend for a brand-new link.

A Magic Link works for 7 days. You can add 7 more days or send a new link. After signing, the client’s own copy link works for 30 days.

On Submissions, press Download PDF on the form. The PDF includes the answers, the signatures and the audit trail. Sensitive numbers are masked.

If your company turns on signer verification, the client first gets a 6-digit code by email before the form opens. It works for 10 minutes.

It lists gentle checks, for example a married buyer with no spouse listed. They are prompts to look closer, not a finding of fraud.

Open Settings, then Security, and scan the QR code with an authenticator app. Save your backup codes.

No. They type their name and email and we email a 6-digit code.

Yes. Tap Send in Spanish. The PDF is in Spanish with the same numbers and branding, whatever language the partner’s screen is in.

No. An estimate is a planning number. The title company confirms the exact numbers before closing.

Open Billing. Plans are month to month, and the secure Stripe page lets you change your plan, update your card, download invoices or cancel.

Only the account owner, on Settings, then Team.