E-Signature Platforms
- DocuSign — the industry standard; most brokerages provide it.
- Dotloop — combines e-sign with full transaction management and broker compliance.
- SkySlope — popular with brokerages for built-in compliance review and audit trails.
- Watch the Top Tutorial Videos for DocuSign, Dotloop, and SkySlope to get up to speed quickly.
Transaction Management
- Use one system per deal — never spread documents across email, Drive, and your desktop.
- Set up a checklist template for buyer-side and listing-side transactions.
- Use our interactive Transaction Checklist — it auto-saves per file and adapts to buyer vs. listing side.
- Share the transaction folder with your client so they always have access to signed docs.
Showing & Scheduling
- ShowingTime — schedule showings, request feedback, and report to sellers.
- Aligned Showings or BrokerBay — alternatives in markets where ShowingTime isn't dominant.
- Watch Introducing ShowingTime for a quick platform overview.
- Watch ShowingCart Overview to learn how to build buyer tours.
Compliance & Storage
- Keep every executed document for at least 5 years (check your state requirement).
- Back up to cloud storage (Google Drive, Dropbox) in addition to your brokerage system.
- Never store client SSNs, bank info, or wire instructions in plain email — use secure portals.
Action Items
- Confirm which e-sign and transaction platform your brokerage requires.
- Build a buyer-side and listing-side document checklist template.
- Set up cloud backup for all closed transactions from the past 12 months.