Feature: Electronic Documents & Contracts
Brokers can create custom contracts such as Non-Disclosure Agreements, Letters of Intent, Listing Agreements etc for the whole company. Brokers can use these documents in seconds.
Information will be pulled from the CRM and filled out into the contracts. Contracts will be sent out to chosen recipients automatically with customizable emails.
This is a much more efficient system that even the most up-to-date electronic signature systems currently used (DocuSign and others). Brokers save tremendous time as the documents are created with just a few clicks from information already in the CRM.
The documents are automatically sent to buyers and signatures are collected automatically. More importantly, the documents are automatically filed under the right buyer and listing into the CRM with no human intervention.
Brokers receive an email alert when documents are signed by buyers and buyers receive an email with a PDF copy of their signed documents.
Available in the following plans:
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