How Pinecrest Mortgage Saved $5,400/Year Switching from DocuSign to Formfy
About Pinecrest Mortgage Partners
Pinecrest Mortgage Partners processes over 50 loans monthly across their Phoenix and Tucson offices. As a mortgage company, e-signatures are essential for disclosures, applications, and closing documents. Founded in 2016, they've built a reputation for fast, transparent mortgage services.
The Challenge
DocuSign's $6,000 Annual Bill for E-Signatures Alone
Pinecrest had been DocuSign customers for four years. What started as a manageable expense grew alongside their business. Last year they were paying over $500 per month—just for e-signatures.
The problems went beyond cost. They were paying for enterprise features they never used, dealing with per-envelope pricing that discouraged re-sends, and still needed separate tools for loan applications (JotForm) and consultations (Calendly).
- Per-envelope pricing penalized document re-sends
- Paying for enterprise features never used
- Required JotForm ($29/mo) for loan applications
- Required Calendly ($15/mo) for consultation booking
- Complex admin interface required dedicated management time
The Solution
One Platform Replaces Three Tools
Heather Garrison, Operations Director, discovered Formfy through a mortgage industry Facebook group. Someone mentioned they'd replaced DocuSign and two other tools with one platform for $49/month. Skeptical but intrigued, she started a free trial.
She rebuilt their entire loan application process in one afternoon—form, disclosures, e-signature, consultation booking, and application fee collection—all in one flow. What required four different tools and multiple manual steps with DocuSign now happened seamlessly in Formfy.
Features Used
The Results
$5,400 Annual Savings Plus Faster Closings
The migration happened over a single weekend. By the second week running Formfy in parallel with DocuSign, no one wanted to go back. Formfy was simpler, faster, and did more.
After six months, the numbers told the story: 90% cost reduction, 40% faster closings from the integrated workflow, and a 4.9/5 client rating with Google reviews specifically mentioning the smooth application process.
- DocuSign + tools: $544/mo → Formfy: $49/mo = $5,940 annual savings
- 40% faster loan closings from integrated workflow
- 4.9/5 client satisfaction rating
- Zero manual data transfer between systems
- Clients complete everything in one session
We were paying DocuSign $6,000 a year for e-signatures alone. Formfy gives us signatures, forms, AND scheduling for under $600. The math was a no-brainer.
Heather Garrison
Operations Director at Pinecrest Mortgage Partners
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