Use merge fields for borrower name, amount, term, interest, and repayment details.
For lenders issuing signed loan agreements
Agreement and eSignature
Generate borrower-ready agreements, collect signatures, and keep the signing record inside WordPress.

How esignature works in LoanPress
After approval, LoanPress helps move the borrower into signing without a separate document tool. Agreement content can be generated from templates and stored with the application history.
Let borrowers sign by drawing on screen or typing their name.
Store signature timestamp, IP address, user agent, and signer details.
Keep agreements attached to the borrower and loan record.
Give staff a clear view of signed and unsigned agreements.
A workflow staff can follow
The feature is connected to borrower records, officer actions, and the status history that keeps lending work organized.
Generate
Loan details are merged into the lender agreement template after approval.
Sign
Borrowers review the agreement and sign from their account area.
Store
The signed record stays linked to the application, borrower account, and loan history.
Related LoanPress features
Explore the connected modules that help this workflow move from borrower intake to final loan management.
Application intake
A guided front-end form that captures borrower details, loan terms, KYC, and documents without sending clients into wp-admin.
Read featureRepayments
Create repayment schedules, record payments, flag overdue loans, and keep borrower balances visible.
Read featureDiscussions
Keep borrower messages, staff replies, and internal notes attached to the application record.
Read featureWant to test esignature yourself?
Open the demo site and walk through the same workflow from borrower and staff views.
