First Name
Last Name
Phone
*
Email
*
DocuSign Services
Account Setup and Configuration: The DocuSign account will be fully set up and configured, including connecting it to the client’s CRM, email, and other necessary systems. The client won’t need to be involved in any part of the setup process—everything will be handled for them.
Template Creation and Management: All necessary templates for real estate documents, including purchase agreements, listing agreements, and disclosure forms, will be created and customized. The client won’t need to draft or format any documents themselves.
Document Preparation and Sending: Real estate documents will be prepared, uploaded, and sent for signatures directly through DocuSign. This includes adding all necessary fields, such as signature lines, dates, and initials. The client won’t need to handle any document preparation or sending.
Recipient Management: All recipients of documents will be managed, including adding client details, setting up signing orders, and ensuring that the correct individuals receive the documents. The client won’t need to manage recipient lists or ensure the right people are involved.
Automated Reminders and Notifications: Automated reminders and notifications will be set up to prompt recipients to sign documents and notify the client of completed signatures. The client won’t need to follow up manually or monitor the signing process.
Document Tracking and Status Monitoring: The status of all sent documents will be monitored, and updates will be provided to the client on the progress of signatures. The client won’t need to track the status of their documents—they’ll be kept informed without any effort.
Integration with Other Tools: DocuSign will be integrated with other tools and systems the client uses, such as their CRM, email platform, and transaction management software. All technical aspects of integration will be managed, ensuring seamless operation.
Document Storage and Organization: All signed documents will be securely stored and organized within DocuSign, with easy access to retrieve and review documents as needed. The client won’t need to manually organize or store any files.
Compliance and Legal Management: All documents will be configured to meet legal and compliance standards for real estate transactions, ensuring that all signatures are legally binding. The client won’t need to worry about compliance issues or legal technicalities.
Custom Notifications and Alerts: Custom notifications and alerts will be set up to inform the client of important updates, such as completed signatures, document expirations, or issues requiring attention. The client will stay informed without needing to monitor the platform.
Bulk Sending and Group Signatures: If the client needs to send documents to multiple recipients at once, bulk sending and group signature processes will be set up and managed. The client won’t need to individually send documents to each recipient.
Advanced Security Features: Advanced security settings, such as two-factor authentication and encryption, will be configured to protect the client’s documents and data. The client won’t need to manage or monitor security settings.
Reporting and Analytics: Detailed reports on document status, completion rates, and other key metrics will be generated using DocuSign’s analytics tools. The client will receive comprehensive insights into their document workflows without needing to analyze the data themselves.
Custom Branding and Personalization: The client’s DocuSign account and documents will be customized with their branding, including logos, colors, and personalized messaging. The client won’t need to configure or design any branding elements.
Training and Support: If needed, training sessions can be provided to the client’s team on how to use DocuSign effectively. However, all tasks can be managed entirely by the specialist, eliminating the need for the client to learn or use the platform.
Document Expiration and Renewal Management: All documents with expiration dates, such as offers or contracts, will be monitored, and renewals will be managed to ensure timely action. The client won’t need to track or manage document expirations.
Mobile Access and Setup: DocuSign will be configured for mobile access, ensuring the client can review and sign documents on the go without any setup required on their part. The client’s mobile experience will be fully optimized.
Customer Support for Signers: Any issues that recipients encounter during the signing process will be handled, including providing guidance on how to sign, resolving technical problems, and answering questions. The client won’t need to assist signers or deal with any related issues.
Audit Trail and Compliance Reports: An audit trail for all documents will be maintained, providing a detailed history of each document’s journey, including timestamps and actions taken. Compliance reports will be generated as needed, ensuring full transparency and legal protection for the client.
Submit Order
Privacy Policy
|
Terms of Service
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.