Improving Transaction Efficiency with DocuSign's Integrated Solutions

Inaccurate or incomplete documentation can bog down productivity and even undermine a trust relationship with clients—but it is an inevitable problem when transferring data between multiple software solutions throughout a real estate transaction. However, the leading document and transaction management service provider, DocuSign, recently announced enhancements to their real estate product lines that provide a true 'lead-to-close' document management strategy. Through partnerships with other leading property data, customer resource management (CRM), accounting, loan origination, and title companies, DocuSign now offers Realtors the ability to manage and track transactions—completely digitally.

These new efficiency gaining tools are available to Realtors through the already familiar DocuSign Transaction Rooms for Real Estate. Agents can access property data from 100 million property listings and create a secure online transaction room that is automatically pre-populated with with key details, for efficient collaboration with agents, clients, and other parties. Even better, single sign-on capabilities enables agents to more effectively leverage some of their other everyday transaction solutions as property and transaction details are pushed directly from DocuSign's transaction room—without re-entering the data.

For brokers, DocuSign's paperless transaction management solution delivers end-to-end oversight compliance. Workflow templates can be tailored to include reminders, deadlines, and even customized notifications so that transactions can be kept on track every step of the way. The digital audit trail creates added security, ensuring that documentation is complete and accurate throughout each transaction. In fact, Dilbeck Real Estate, an independent, family-owned firm with 600 agents in 14 offices, realized enhanced accountability and business security after implementing DocuSign's transaction management solution.