Updated on August 11, 2022

DocuSign to SimplifyREI

  1. When Seller is ready for contract you can send him/her E-Signature template via DocuSign 
  2. Open desired Lead in Simplified Seller App
  3. Scroll down to “Contract Information” section
  1. Select the Sales contract action
  2. Click on “Send Contract PDF Via Email (Compatible with Docusign Integration)”
  3. The Contract will sent to Your seller
  4. SimplifyREI send you a confirmation comment in activity page like:
  1. When seller signs contract The PDF of that contract will be attached to the desired lead
  2. You can see the signed contract in the file

To maximize the most out of SimplifyREI, go through each of these articles and set up a proper system with your team that everyone enjoys.

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