SOLA IMPACT faced slow investor onboarding due to manual processes. Discover how Solusign automated their Docusign templates, integrated mobile-friendly questionnaires, and streamlined document storage, resulting in a seamless and error-free subscription process.
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Industry: Real Estate Investment
Company Size: Medium
Location: Southern California
Use Case: Automating and streamlining investor onboarding to increase efficiency, reduce manual processes, and improve the subscription experience through integrated solutions.
Each subscription had to be processed individually, requiring weeks of effort from their paralegal. They struggled to streamline this process, encountering difficulties with Docusign and needing a more efficient solution as they launched their 4th fund.
The integration of Solusign’s solution transformed SOLA IMPACT’s operations. By automating Docusign templates and integrating a mobile-friendly questionnaire, investor subscriptions are now processed seamlessly. Investors enjoy a smooth signing experience with automated document storage, eliminating errors and reducing the need for manual oversight. This automation has significantly reduced the time and effort required for onboarding, enhancing both efficiency and client satisfaction.
Haig Malkhasyan
Director of Finance
SOLA IMPACT
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