Simple Setup

Setup in a snap- no IT department required. Create your account and start inviting clients. Our white glove service takes care of the rest.

 

White Glove Service

Your time is valuable. Saving your organization time and money while minimizing the risk of human error (and human frustration) is at the core of our mission. That’s why we offer a full-service setup experience – just start inviting your clients to the platform and our white glove service will take care of the rest. Our team will digitize and configure your forms, set up the attachment requirements for your LockDoc packages, and can help walk you through the process of creating and sending your first LockDoc. We want your onboarding experience to be as simple and hassle free as using our platform – if you have any questions, our team is available through email and chat to assist.

Linked Profiles

LockDocs was conceived and designed by leaders in the financial services industry, which is why we understand that financial organizational structures can be complex. Our platform allows you to structure your accounts and profiles in a way that works for you and your team. Once a primary account has been created, you can link additional profiles to the parent organization. Work smarter, not harder – a single login grants you access to any profiles you have permission to view, and switching between them takes a single click.