MaxMoney offers various options for the signing of documents:

• Download and print loan documents and sign the documents manually
• eSign TT3 loan documents with the SureSystems terminal
• eSign loan documents with the Allps USB terminal
• eSign loan documents with an OTP. View documentation

Client Signature Management

This section outlines the Single Signature feature, which allows clients to provide a signature once for use across all applicable loan documents.

1. Configuration & Permissions

To enable this feature, a System Administrator must configure the following resources and settings:

User Resource Permissions

Navigate to New Resources (MaxMoney) > Client to enable specific signature methods:

• Upload Client Signature: Allows users to upload a saved image file of the client’s signature.

• Capture Client Signature: Allows users to capture a live signature.

  • Note: Currently requires an Allps USB Terminal. If this hardware is not present, the resource will remain inactive.

Global Settings

Navigate to Setups > MaxCollect > General Setup:

• Enable Borrower: Sign loan documents once. When checked, the system will prioritize the stored signature for all loan documentation.

2. Client Profile Management

You can manage signatures directly from the Client record under Client > Edit.

• Signature Completed: A read-only field that indicates whether a signature is currently on file.

• Signature Buttons: The following buttons appear only if "Sign loan documents once" is enabled and you have the necessary resource permissions:

  • Capture Signature: Launches the terminal interface to record a live signature.

  • Upload Signature: Opens the file browser to upload a signature image.

[!TIP] Overwriting signatures: You can update or replace an existing signature at any time by clicking either button and completing a new capture or upload.

3. Usage in Loan Processing

When the Loan Add/Update Wizard is used, the system automatically checks for a stored signature after the Summary page.

Signature Prompt

If no signature is on file and the feature is enabled:

1. A combined Upload/Capture screen will appear.

2. Users may choose to capture/upload immediately or select Skip.

3. If Skipped: The system reverts to the standard document signing process (individual signatures for each document).

Automated Document Integration

Once a signature is successfully captured or uploaded:

• The Signature Completed status is updated on the Client Profile.

• The signature is automatically applied to all relevant loan documents.

Merchant Document Requirements

For custom documents (designed via Setups > Documents), ensure one of the following tokens is included to display the stored signature:

• Loan Agreement - Plain Borrower Signature

• Underline Borrower Signature