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How Sertifi Can Help Your Entire Property Succeed


With 18,500+ customers, Sertifi is a widely trusted hotel technology solution by now, but you may not realize how embedded our solutions can be throughout your property.

In a recent AHLA study, 82% of survey respondents indicate they are experiencing a staffing shortage, 26% severely so. ​Now more than ever, letting technology be an extension of your team can help you maintain and increase business. Read on to learn how Sertifi can help different departments simplify processes and keep up.

For Your Front Desk Team and Call Center: Credit Card Authorizations

✅ Seamless Arrivals for Business Travelers

Sertifi partners with leading travel and payment companies, giving hotels an easy, secure way to receive credit and virtual card information from them for arrival. As a completely free authorization feature, it’s easy to sign up and stop leaving security gaps in your process. Some of the largest hotel brands, including Marriott, Hilton, Hyatt, and IHG properties, have already gotten started.

✅ Embedded Forms

Any form uploaded to Sertifi can be embedded into a webpage on your website, which you can link to from your website’s navigation, email signature, or other location. By letting customers initiate requests for gift cards, amenities, pet policy agreements, and more, you can increase business without any extra effort on your part.

✅ Fraud Scoring and Effective Authorization Form Setup

At the height of travel activity, fraudsters have a lot of opportunity to take advantage of you. Chargebacks aren’t just a hit on your revenue; disputing them takes time away from helping legitimate customers.

Sertifi’s advanced fraud verification tools make it easy to detect risk early. Using a combination of AI and data analysis, a card's risk level is graded from A to F, and you'll get detailed reporting alongside the grade, so you can feel confident in accepting transactions and reduce the burden of chargebacks.

Your authorization form can also give you important clues that you may be dealing with a fraudster instead of a legitimate customer. Check out this blog post to learn what you should look out for.

✅ Easy Document Sharing

Need to send reference documents alongside an authorization form? No problem – Sertifi lets you upload and share all the necessary files at once.

For Your Sales Team: e-Signatures and Payments

✅ Flexible Payments (and Lower Costs)

It's hard to know your customer's preferred payment method, so giving them options is important to not delay getting paid. Aside from card processing, Sertifi lets you accept ACH payments for the customer who prefers bank transactions. ACH payments are faster than paper checks and cheaper than wire transfers and card payments. ACH fees are typically .5% compared to card processing fees of 3% or higher.

✅ Signature and Payment Reminder Rules and Re-Invites

Don't spend time unnecessarily chasing down contract signatures and event deposits. Sertifi has small but mighty features that can help.

  • Reminder rules let you set up reminders with your initial request and automatically send them later. You can choose to have a reminder go out based on the number of days you first sent a request or the number of days before a document expiration or payment due date.
  • You can also use the re-invite signer feature, which allows you to easily resend a request to contacts. In just a couple clicks, you can re-email them the documents they need to sign or the payment they need to make without having to create a new request or hunt down emails in your inbox.
  • Customers can even reassign the primary signer without needing you to resend a request.
✅ Data Fields

Add Sertifi data fields to your contracts to collect information and prepopulate specific signature fields based on what tags are used.

✅ Repeatable Actions

Many Sertifi features create efficiency by letting you rinse and repeat common actions. For example:

  • Create a document library by uploading commonly used signature and reference documents. Documents can be private or shared with other users who have access to your portal.
  • Minimize manual data entry for requests by adding contacts to your Sertifi address book, including your own contact information should you need to be a second signer.
  • In your account profile, check off the “prefill signature fields” option to auto-pull in your signature and initials.

For Your HR Team: e-Signatures

✅ Get new-hire paperwork back in minutes.

Every minute counts when you're short-staffed and looking to ramp up new hires quickly. Sertifi can automate and secure your signing process throughout your human resources operations, from remote hiring to onboarding to benefits renewals. New hires can electronically sign documents anytime, anywhere, from any device.


Ready to see the full power of the Sertifi platform?

About the author

Amy King

Amy King is the director of brand and content marketing at Sertifi. In collaboration with teams across and outside of Sertifi, she guides brand and creative marketing, content strategy, public relations, and community engagement.