1 — Add new transactionSetting up a new transaction is quick and easy. The first thing you'll do is enter your relevant transaction information (address, agents, buyer/seller, etc...). Next, you can add additional contacts that are related to the transaction such as title, escrow, lenders, etc...
2 — Upload, share, sign your documentsThe drag-and-drop feature allows you to upload the documents, or move them around. Collect e-signatures with DocuSign®, which is directly integrated into the program, and share data in real time with your team, or other appropriate parties.
3 — Schedule tasksKeep track of important due dates in each transaction on your calendar. Set up email alerts so you are reminded when as task or critical date is about to expire.