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Banking Infrastructure That Never Leaves Your Vault

DottedSign deploys entirely within your bank's controlled environment—giving CROs and IT leaders full data sovereignty across lending, wealth, and compliance workflows without data ever leaving your network.

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Your Lending and Wealth Documents Carry Regulatory Risk — Deploy Them Like It

Every loan agreement, account-opening form, wealth advisory disclosure, and compliance filing that moves through your bank carries regulatory and audit exposure. DottedSign gives banking IT and risk teams a private, self-hosted deployment document infrastructure that operates entirely inside your institution's controlled environment, so signed records never have to leave the systems your examiners and auditors already trust.

Fragmented and Uncontrolled Signing Workflows Create Regulatory Risk for Your Bank

  • Signed loan and account documents route through public cloud services outside your bank's security perimeter

  • Multiple vendor eSignature tools scatter regulated customer records across systems compliance can't fully audit

  • Risk and compliance officers struggle to prove data residency and access control to examiners

  • Legacy self-hosted deployment systems can't support modern eSignature workflows without a costly core banking rebuild

  • Lending, wealth, and operations staff work around inconsistent tools, creating shadow IT risk

  • IT security teams lack a clear architecture review process before approving new document workflows

See how DottedSign fixes this →

Document Infrastructure Built to Run Inside Your Bank

DottedSign's self-hosted deployment architecture gives banking IT and risk teams full control over where signed documents live, how they move, and who can access them.

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Centralized Self-Hosted Deployment Admin Console

Deploy and manage DottedSign entirely within your bank's own servers and network, with a centralized console your IT team fully controls.

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Configurable Deployment Workflow Engine

Configure signing, routing, and approval workflows to match your bank's existing lending and account-opening policies, without depending on external cloud logic.

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Modular, Scalable Infrastructure

Scale from a single branch network to a multi-entity banking group with a modular architecture that grows with your deployment.

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Architecture Assessment & Deployment Validation

Work with DottedSign's team on a guided architecture assessment before go-live, validating your self-hosted deployment against your regulatory and security requirements.

Built for the Lending and Wealth Management Workflows Running Your Bank

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Commercial Lending
Wealth Management
Loan Servicing
Trust & Estate
Faster Commercial Loan Closings Without Paper Backlogs

Commercial Lending

Faster Commercial Loan Closings Without Paper Backlogs
Lending teams collect signed term sheets, credit agreements, and covenant disclosures on-site, with every record staying inside your bank's own network.

Ready to Scale Self-Hosted Deployment Across Every Branch and Business Line?

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Integrate With the Core Banking and Loan Origination Systems You Already Run

Signed documents flow directly into your existing core banking platform and loan origination system, with no manual re-entry and no data leaving your network.

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Core Banking Platform Synchronization

Connect DottedSign to your core banking and loan origination systems so signed records sync automatically with the systems your lending and operations teams already use.

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Centralized Customer Account Data

Keep signed lending, account-opening, and wealth documents tied to a single customer data source instead of scattered files across departments.

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Event-Driven Workflow Routing

Trigger downstream core banking, loan servicing, or departmental workflow updates automatically the moment a document is signed and completed.

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Configurable Integration Workflows

A developer-friendly API and self-hosted deployment framework let your IT team configure integration workflows to match existing core banking rules.

Meet Every Examiner's Bar for Evidence

Monitor security posture across your self-hosted deployment and produce a complete, audit-ready record the moment examiners or compliance officers ask for one.

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Continuous Security Monitoring

Track the security posture of your self-hosted deployment continuously, so gaps surface before they become regulatory risk.

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Tamper-Evident Audit Trail

Every signed loan agreement, account form, and wealth disclosure includes a complete, tamper-evident audit trail your compliance officers can produce on demand.

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Role-Based Access Controls

Control exactly which lending, wealth, operations, and IT roles can view, sign, or manage documents across your bank.

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End-to-End Encrypted Document Storage

Customer records and compliance documents are encrypted in transit and at rest, supporting regulatory retention requirements.

Ready to Drive Your Business Growth With DottedSign?

Talk to our sales team to explore how DottedSign can be tailored to your existing workflows and systems.

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    Schedule a demo

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    Get pricing information

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    Explore use cases for your team

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