• DocuSign upgrade offers brokerages more efficient ways to delegate and oversee transaction-related tasks.
  • New features allow brokerages to serve up a consistent experience to clients regardless of the agent representing the brokerage.
  • Upgrade follows Zillow’s acquisition of dotloop.

In response to input from brokerage customers, DocuSign has improved the broker edition of its digital transaction management platform and e-signature solutions to ensure better agent compliance and control for brokers throughout a transaction.


“We’re excited to provide our brokerage customers with innovative tools to better manage transactions from listing to close,” said Glenn Shimkus, DocuSign’s vice president of product, global real estate solutions, in a statement.

One feature of the upgraded DocuSign for Real Estate Plus allows brokerages to create a custom workflow unique to their organization with the goal of driving efficiency and agent productivity.

According to DocuSign, task list templates can be created for each stage of the transaction to ensure that the client experience is consistent no matter which agent is representing the brokerage.

A new “Task” tab can now be found in every DocuSign transaction room to provide users with quick visibility into all tasks related to a specific transaction. Task due dates can be set based upon the dates associated with each transaction. This will allow brokers to confirm that specific actions have been completed at specific times during the transaction.

Additionally, a brokerage can configure reminders specific to each task based upon the expected closing date of the transaction.

A task list template can also be created to match the defined roles of a transaction to the participants. New task notifications will enable individuals to follow in real time the review and approval process for various tasks.


DocuSign’s upgrade comes on the heels of Zillow’s acquisition of DocuSign competitor dotloop, which sent some dotloop users in search of an alternative. Both services aim to simplify the process of buying and selling by taking the document and signing process online.

Real estate organizations that use DocuSign include the National Association of Realtors (which holds an ownership stake in DocuSign), Re/Max, Realogy, HSF Affiliates, the Texas Association of Realtors, MLSListings and MRED.

Email Erik Pisor.

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