The easiest way to manage your real estate transactions, documents, and signatures.
The Overview Page gives you a quick glance at your transactions and what may require your attention. You can see:
The Documents Page shows you the sharing and signing status of all of the documents for your transaction. You can easily share a document with any party by simply clicking a button. For each document, the sharing buttons are color coded:
Your clients can view all of their documents for the transaction along with viewing the upcoming deadlines in a calendar. They also use this portal to sign documents that you share with them. The Client Portal has:
Spend less time organizing forms, chasing down signatures, and checking that every required form is complete.
Spend more time helping clients, finding new business, and being confident that you're on top of your transactions.
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