Case Study: Move Forward Financial achieves faster loan processing and happier clients with DocuSign

How Move Forward Financial Streamlines Lending with Docusign

Move Forward Financial helps homebuyers and families in Washington, Oregon, and Idaho navigate lending with a calm, personalized experience, but its lean team needed a faster way to handle applications, document collection, and notarizations. With DocuSign, the company streamlined nearly every step of the loan process while staying focused on customer service.

DocuSign implemented IAM for Sales, eSignature, Salesforce integrations, and Notary On-Demand to automate workflows, sync data, and let clients complete paperwork and notarizations remotely. The result was multiple hours saved each week, fewer manual touches, faster loan processing and funding, and a more modern experience that strengthened client relationships.

Move Forward Financial

Mason Frederickson

President