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Create and Send Your Credit Guide with DocuSign - Overview

  • Updated

Set up BrokerEngine and DocuSign to streamline the process of getting your Credit Guide signed. Use the credit guide to create a DocuSign template, create a doc stack, and send the file to a client for e-signature.

Last updated: February 2026 · DocuSign

Tip: This is a solution for Non-AFG brokers on BrokerEngine. AFG brokers should use the direct integration with FLEX for your Credit Guide and Privacy Consent process. Click here for more info.

In This Article

  1. Create a DocuSign Template
  2. Add Your Credit Guide to a Doc Stack
  3. Send the Document to Your Client

Prerequisites

Integrate DocuSign® with BrokerEngine.

Step-by-Step Guide

Follow these steps to configure and send your credit guide:

Step 1 — Create a DocuSign Template

Upload your credit guide document to DocuSign and create a template. Add data fields and enable automatic matching.

Click here to learn how to create a DocuSign template.

Step 2 — Add Your Credit Guide to a Doc Stack

Next, come back to the FinanceVault portal and create a doc stack with the credit guide file that you used to create a DocuSign template. Be sure to set the Request Type to DocuSign.

Click here to learn how to create a doc category template.

Step 3 — Send the Document to Your Client

When you have a client that needs to sign the credit guide, go to the Client Portal and share the document for signing. The client e-signs the document using DocuSign.

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