Real estate forms and eSignature software for brokerages, in one place
Real estate forms and eSignature software for brokerages has one job: get the right document signed by the right party and into the right file. Brokerage360 AI keeps your form and disclosure templates in a reusable library, sends signature requests from the transaction, and files the executed copy back to that transaction without a manual upload.
Status is visible while it happens. You can see who has signed, who has opened, and who has not touched it, without emailing a coordinator for an update. Every request carries an audit trail of the signing activity, which is exactly what you want on file when a transaction gets reviewed months after closing.
Sign, store, and stay compliant
- Reusable form and disclosure templates
- Electronic signature requests with real-time status
- Signed documents auto-filed to the transaction
- Audit trail on every signature for compliance
- Integrations with popular e-signature providers
Reusable form and disclosure templates
Most brokerages send the same twenty documents over and over with a handful of fields changing. Template them once. Fields populate from the transaction record, so the address, parties, dates, and price are not retyped and not mistyped. Offices can share a common company set while keeping the local addenda and disclosures they actually need.
- Frequently used forms and disclosures are stored as reusable templates.
- Fields populate from the transaction so parties, addresses, and dates are not retyped.
- Multi-office groups share a company set while keeping office-specific addenda.
- Updating a template updates what everyone sends next, instead of leaving old copies in circulation.
- Template access follows the same roles as the rest of the system.
Signature requests with real-time status
Send from the transaction, then watch. Each request shows which signer is outstanding, so follow-up goes to the one person holding it up. Coordinators stop rebuilding a status picture from their sent folder and brokers stop asking for updates. When the last signature lands, the document files to the transaction and the required-document list updates.
- Requests are sent from inside the transaction, not from a separate tool.
- Signer-by-signer status shows exactly who is holding up the file.
- Reminders can go to the outstanding party rather than the whole signing group.
- A completed signing files the executed document to the transaction automatically.
- The transaction's required-document list reflects the new file immediately.
What kind of audit trail do we get on a signature?
Every signature request keeps a record of the signing activity: who received the document, when it was opened, when each party signed, and the completed version that resulted. That trail stays attached to the document inside the transaction. Whether a given form is enforceable in your state is a question for your broker counsel and your forms provider, not for us.
This matters most when a file is reviewed long after closing. A reviewer should be able to open the transaction, find the executed document, and see the signing history without reconstructing anything from an old email thread. Retention follows your document policy, so the record is still sitting there when somebody finally asks for it.
Works with the e-signature provider you already use
Brokerages that have already standardized on a signing vendor do not need to rip it out. The module integrates with popular e-signature providers, so requests can route through the tool your agents know while executed documents and status still land in the transaction file. If you would rather run signing natively in one system, you can.
- Integrations with popular e-signature providers let you keep an existing signing workflow.
- Executed documents return to the transaction regardless of where the signing happened.
- Agents keep a familiar signing experience while the brokerage keeps a complete file.
- Signing status is visible in the transaction rather than only in the signing vendor.
- You can move to native signing later without rebuilding your template library.
Frequently asked questions
Explore the rest of the platform
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- Compliance managementAudit-ready, every file, every day
- Agent managementOne record for every agent
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- CRMContacts and leads that actually get worked
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