New Client Checklist
To create your new account, please provide us the following information. Once we receive it, we will send you a Service Agreement via eSignature.
Please select all of the services that you are interested in.
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CryptoSign (our eSignature solution)
CryptoVault (safely and securely store your documents)
CryptoVerifi (identity verification and facial recognition)
CryptoText (send marketing text messages to your customers)
CryptoChain (a blockchain solution for asset chain of custody affirmation)
CryptoAi (custom machine learning solutions for compliance and lead generation)
CryptoQR (dynamic QR codes)
CryptoKeywords (text message keywords)
Cryptolinks (dynamic branded URL's)
What is your company's legal corporate name?
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What is your corporate headquarters address?
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the name of the person that will be signing the Service Agreement with Crypton?
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First Name
Last Name
What is their title?
*
What is their cell phone number?
*
Please enter a valid phone number.
What is their email address?
*
example@example.com
What is the first and last name of your IT contact?
First Name
Last Name
What is your IT contact's email address?
example@example.com
Approximately how many stores will Crypton be servicing for you?
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Approximately how many documents will you be sending each month?
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Approximately how many documents will you be vaulting each month?
If you need to upload legacy (digital or hard copy) documents, how many will there be?
What email address should we send your monthly invoice to?
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example@example.com
Are you fully integrated with a payment processor?
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Yes
No
Who is your Payment Processor?
If you are not fully integrated with a Payment Processor, is a Payment Processor currently being added to your software?
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Yes
No
What is the name of the Payment Processor being added?
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Are you fully integrated with a Text Message provider?
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Yes
No
Who is your text message provider?
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Would you like Crypton to provide Text Message marketing for you?
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Yes
No
Are you currently integrated with a loan software company? (Consumer Finance)
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Yes
No
Who is your loan software company?
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Are you currently integrated with a CRM or DMS software? (Automobile Industry)
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Yes
No
Who is your CRM or DMS software company?
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How do you want to send eSignature documents to your customers? Check all that apply.
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Text Message (SMS)
Email
Embedded (in person signing)
Although all documents are stored in our CryptoVault, it's possible that a third party bank or lender will have a security interest (Authoritative Copy) in the documents being signed/stored. If so, please contact your bank or lender representative to request the Electronic Collateral Control Agreement (ECCA). Will you need an ECCA?
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Yes, I need an ECCA and I will contact my representative
No, I do not need an ECCA
Please provide the bank watermark verbiage that will be used on your documents. Your bank or lender representative should provide this watermark information for you.
Please upload a document or spreadsheet with your store roster. This could include your store number, store code, address, etc...
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please upload your company logo(s) in a high quality format (maximum 10MB)
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Follow-Up Email (optional)
If you would like us to email you a copy of the responses you provided on this checklist, please enter your email address below.
Email Address
example@example.com
Please verify that you are human
*
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