BoldSign vs PulseApp CRM

BoldSign is a complete solution for collecting legally binding eSignatures online from any device using web/mobile apps and a robust API. Get all your contracts signed in record time with an enterprise-grade app, packed with features at an affordable price. Our free plan lets you get up to 300 documents signed for free every year. The BoldSign mobile app complements our web application, seamlessly allowing you to upload PDFs, assign signature/data collection fields, and send documents out for signature. The field editor offers the best-in-class experience that lets you configure even the most complex documents on mobile devices. Here are some of the key highlights of the BoldSign mobile app: • Self-sign or request for signatures: Upload PDF, Word, Excel, or image files, insert required signature/data fields, then self-sign or request signatures from others. • Collect In-Person signatures: The mobile app makes it very easy to collect signatures in person when on the field. • Track Status: Easily track your signature requests, organize documents, and perform actions like sending reminders, revoking, reassigning, and declining. • Legally Binding: Compliant with U.S. (ESIGN) and international (eIDAS) eSignature laws. BoldSign records all major activities, provides an audit trail report, and digitally signs the final document. • Security and Compliance: Certified with SOC 2®, GDPR, HIPAA, and PCI DSS. BoldSign maintains rigorous security and data protection to safeguard your privacy. Additional features: • Send signature requests using pre-configured document templates • Add authentication for signers (Access code, Email OTP) • Configure document expiration and expiry alerts • Change the signing order • Configure complex workflows with multiple recipients and various roles (Signer, reviewer, in-person signer) • Filter and sort documents • Pin filters to the dashboard • View and track Team documents • Access entire document info and history • Save and reuse signatures • Download completed documents and audit logs • In-app notifications Subscriptions: • Business Yearly: Yearly auto-renewing subscription $179.99(USD) • Growth Yearly: Yearly auto-renewing subscription $59.99(USD) • Business Monthly: Monthly auto-renewing subscription $24.99(USD) • Growth Monthly: Monthly auto-renewing subscription $14.99(USD) Plan benefits: • Free plan - 25 signature requests/month • Growth plan - 50 signature requests/month • Business plan - Unlimited signature requests Subscription information: • Payment will be charged to your Apple ID account upon purchase. • Subscription auto-renews unless canceled at least 24 hours before the end of the current billing period. • Manage or cancel your subscription anytime in Settings > Apple ID > Subscriptions. For any queries, contact us at support@boldsign.com. Privacy Policy: https://boldsign.com/privacy-policy/ Terms of Use: https://boldsign.com/terms-of-use/

PulseApp is the call-first CRM for mortgage and real-estate professionals who live on the phone. Open the app and you don't get a list to scroll — you get a ranked call queue: exactly who to call next, scored by production, days overdue, and list. Tap to call, log the outcome in two taps, set the next follow-up, move on. That's the whole loop, and it's fast. BUILT AROUND YOUR ROLE Pick your role at signup and the app reshapes around it — its own fields, its own scoring, its own pricing: • Account Executive — call your brokers, ranked by NonQM production and time since the last touch. • Loan Officer — call borrowers and past clients, ranked by refi opportunity, equity, and relationship. • Realtor — call homeowners and past clients, ranked by estimated equity and likelihood to move. WHY PEOPLE USE IT • Smart call queue — auto-ranks your contacts so your best opportunities rise to the top every morning. • One-tap dialing — call straight from the queue, then log the disposition and follow-up in seconds. • Time-zone aware — see each contact's local time before you dial, and keep after-hours calls out of your way. • Follow-up reminders and templates — never drop a callback; fire off a pre-filled text or email in one tap. • Analytics — calls, conversations, conversion rate, and which lists actually produce. • Import your whole book — CSV or Excel in minutes. • Encrypted backups — take a password-protected snapshot of your book whenever you want. • Daily goal and streak — stay consistent with a simple goal ring and an activity streak. • Your rules — tune the scoring weights and thresholds until the queue matches how you actually work. PRIVACY THAT ACTUALLY MEANS SOMETHING Your contacts' names, numbers, emails, and notes are encrypted on your device with a key only you hold. We store ciphertext — even our own team can't read them. It's zero-knowledge encryption, the same idea behind Signal and Bitwarden, brought to mortgage and real-estate CRM. BUILT FOR THE WAY YOU WORK • iPhone-first, fast, and distraction-free. • Optional Face ID lock keeps your book private. • Handles your whole pipeline — top producers, hot lists, and the people you haven't called in too long. • Available in English, Spanish, and Chinese. FOR TEAMS Running a desk or a brokerage? PulseApp Business lets you assign leads to your reps and track progress on those leads — while every rep's own book stays encrypted and private to them. Get in touch from inside the app. Try every feature free for 60 days — no credit card required. Then pick the plan that fits your book. PulseApp — your daily pulse on every relationship that pays you. — Terms of Use (EULA): https://mobile-crm-app.com/terms Privacy Policy: https://mobile-crm-app.com/privacy Subscriptions are annual and renew automatically unless cancelled at least 24 hours before the end of the current period. Payment is charged to your Apple ID at confirmation of purchase. Manage or cancel any time in your Apple ID settings.