Docusign & Execute Contracts

DocuSign + Execute Contracts (eSign + Transaction Execution)

AgentListIQ’s DocuSign + Execute Contracts tools turn “paperwork chaos” into a clean, trackable workflow—so offers, disclosures, and addenda move from draft → signature → completed package without the usual back-and-forth.

1) DocuSign eSignature Workflow (Send → Sign → Store)

  • One-click eSign delivery for common transaction documents (offers, counteroffers, disclosures, addenda, commission agreements, repair requests, etc.).
  • Role-based signer routing (buyer/seller, co-buyer/co-seller, listing agent, buyer’s agent, broker, attorney, lender, HOA/condo contact—whatever the deal requires).
  • Built-in reminders + status tracking so you know what’s signed, what’s pending, and who’s holding up the closing.
  • Executed document vault tied to the property—final PDFs automatically live with that transaction record.

2) Contract Packet Builder (Auto-Assemble the Right Forms)

  • Smart templates that generate a contract packet based on transaction type (listing, purchase, new construction, dual agency, investor purchase, etc.).
  • Auto-fill from the property record (address, MLS data, legal description fields, listing price, concessions, dates, party names—reduces retyping and errors).
  • Add-on forms library for disclosures and local/regional requirements—attach only what’s relevant.

3) Execute Contracts Engine (From Offer to “Under Contract”)

  • Offer creation + version control (initial offer, counters, revisions) with a clean timeline.
  • Milestone automation: once an offer is executed, AgentListIQ can trigger the next actions—status change, presentation update, buyer affordability scenario refresh, and client packet refresh.
  • Audit-friendly activity log: who sent what, when it was viewed, when it was signed, and what version became final.

4) Compliance & Brokerage Guardrails

  • Required fields + checkpoints before sending (helps prevent “oops, we forgot the addendum” moments).
  • Standardized naming + organization so every file is stored consistently for brokers, teams, and compliance reviews.
  • Clear labeling for informational calculators vs. contract terms (keeps the platform aligned with real-world compliance expectations).

5) Property-Centric Sync (Why this isn’t “just DocuSign”)

Instead of treating contracts as random attachments, AgentListIQ ties executed documents to the same property object that powers your CMA, listing execution, affordability, and presentations—so the entire transaction stays synchronized.

The Result

  • Faster signatures
  • Fewer mistakes
  • Cleaner compliance trails
  • A transaction file that actually makes sense when you revisit it later

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