Streamline & Sign

August 15th, 2024 with Tiffany Diviak

Streamline your real estate transactions and embrace the power of digital efficiency! This comprehensive course will guide you through the ins and outs Dotloop, DocuSign and Paperless Pipeline.

In this course will go over the following key subjects;

Dotloop / DocuSign:

Creating and managing transactions

Building and customizing templates

Utilizing e-signatures and document sharing

Tracking transaction progress and task management

Integrating with other real estate tools

Paperless Pipeline:

Setting up and organizing your transactions

Automating key tasks and workflows

Managing checklists and tasks