Step by step guide to getting setup with Docusign and learning writing offers & managing transactions with opportunities.
These instructions are for adding a contracted, licensed TC to your team account in order to enable the TC to access Docusign & opportunities and manage transactions from UC to Close.
The complete seller service checklist that covers: before/after listing appointment, before active listing, active listing, under contract, items to follow up on, and final settlement.
The complete buyer services checklist that includes: appointment preparation, post appointment, under contract, due diligence, and settlement.