Real estate professionals often encounter challenges such as drafting repetitive paperwork, coordinating multiple signers, and ensuring consistent branding in their documents. These tasks can lead to delays, errors, and wasted time when managed manually. For example, handling documents like property listing agreements, offer letters, and open house flyers can become inefficient without a streamlined process.
BoldSign provides a digital solution that simplifies the signing process for these documents, boosts productivity, and enhances overall efficiency.
Key features to streamline real estate listings with BoldSign
Let’s explore how BoldSign’s features address the specific needs of real estate professionals.
Customizable templates
Creating listing agreements and marketing documents individually can be time-consuming and subject to error. BoldSign allows you to create, save, and reuse templates for frequently used documents like listing agreements, contracts, and marketing content. These templates include all necessary fields and branding, ensuring consistency across all documents. You can easily adjust the templates to fit your needs, saving time while maintaining a consistent format. Pre-set templates minimize manual input, reducing the chance of errors. For more information, refer to this article: Create template.
Multisigner support
Coordinating signatures individually can cause delays, as documents often need to be passed back and forth with the coordinator. In real estate, getting signatures from multiple people like buyers, sellers, agents, and marketing partners can be difficult. BoldSign’s multisigner feature makes this process much simpler. It allows everyone involved in the process to sign documents electronically, either at the same time or in a specific sequence, so the coordinator’s job is done until the signatures are complete. This helps speed up the process.
Signer authentication
Verifying each signer’s identity can be a slow process, involving repeated communications or physical meetings.
BoldSign’s authentication feature is designed to ensure that only authorized individuals can sign documents. This is especially important in real estate, where sensitive information and legal agreements are involved. BoldSign offers multiple authentication methods: email OTP, SMS OTP, access codes, and identity verification. These options provide a secure way to confirm that only the intended parties are signing, reducing the risk of fraud or unauthorized access. For more information, refer to this article: Add authentication to a signer.
Document status monitoring
Document tracking allows you to keep an eye on the status of your documents throughout the signing process. With BoldSign, you can see when a document has been viewed, signed, or when an action is pending. This feature keeps you informed about each document’s status, so you know exactly what’s happening and can follow up if necessary. For detailed information, refer to this article: Track changes on a document.
Automated reminder
Without timely reminders, signers may take longer to respond, causing delays in the signing process. You can set up BoldSign to send notifications automatically to remind signers about pending documents that need their attention. These reminders can be set to go out at specific times or intervals, ensuring that signers don’t forget to complete their tasks. This feature helps keep the document signing process on track, reduces delays, and ensures that agreements and contracts are signed promptly.
Security and compliance
Physical documents are easier to alter or forge, increasing the risk of fraud and disputes. Security and compliance in BoldSign ensure that your documents are both protected and legally valid. The platform uses advanced encryption and secure storage to safeguard sensitive information from unauthorized access and potential breaches. This means that your data remains confidential and secure throughout the entire process. Additionally, BoldSign provides a detailed audit trail of the signing process for compliance. For detailed information on BoldSign’s security and compliance features, visit our comprehensive guide Security Policy-BoldSign.
Branding
Inconsistent or poorly branded documents give clients the impression of disorganization and can create negative impact. Branding refers to all aspects of your company’s unique identity. This includes your logo, colors, fonts, and other design elements that reflect your brand’s style. BoldSign allows you to incorporate your branding into every document you create and send. This means that every piece of communication, like the document, the email, and the signing page, will look professional and consistent with your brand’s identity. This helps to reinforce your company professionalism. For more information, refer to this article: Create a brand in BoldSign.
On-the-go access
Real estate professionals may face delays in responding to or processing documents without mobile access, slowing down the signing process and missing the deadlines. With BoldSign’s mobile accessibility feature, signers can sign listing agreements right from their phones or tablets. BoldSign ensures that tasks can be completed conveniently.
Easy-to-use interface
BoldSign’s easy-to-use interface makes it simple for real estate agents to work with listing agreements. The platform is designed with a simple layout, so agents can quickly create, manage, and sign documents without needing a lot of training. This simplicity helps agents focus on their main tasks instead of struggling with complicated software.
No account needed for signers
Signers do not need to create an account to sign documents with BoldSign. This makes it convenient for clients and stakeholders to complete the signing process without unnecessary delays or complications.
Document preparation
You can easily prepare documents and send them for signature using BoldSign:
- Log into your BoldSign account or create a new one. You will be taken to the dashboard page.
- Click Create New and select Create New Document.
- On the Prepare document for signing page, fill in all the required fields and click Next.
- On the Configure fields page, drag the required form fields onto the document and customize them as needed.
- Finally, click Send to send the document for signature.
Review and sign
Signers can conveniently complete signature requests:
- Simply click the Review and Sign link received via email to open the document.
- Agree to the disclosure terms and click Continue.
- On the signing page, click Start signing to begin the signing process.
- Once signing is completed, click the Finish button to finalize the process.
Conclusion
BoldSign offers a range of features designed to simplify and streamline real estate listing agreements. From efficient document preparation and multiple-signer management to customizable templates and strong security measures, BoldSign covers all bases. By using BoldSign’s digital solution, real estate professionals can enhance their productivity, reduce errors, and deliver a seamless experience for clients and stakeholders.
Experience the benefits by signing up for a 30-day free trial. Your feedback is invaluable to us, so please share your thoughts in the comments section below. For more information on BoldSign’s features or for personalized assistance, schedule a demo or reach out to our support team via our support portal.
Related blogs
- HubSpot + BoldSign Integration: Make Contract Signing Easier
- Keep Signing Processes Active by Extending Document Expiry with BoldSign API
- How to Streamline Document Signing with Group Checkbox Fields in the BoldSign API
Note: This blog was originally published at boldsign.com
Top comments (0)