For brokers, communication with their agents and keeping tabs on the flow of transaction documentation just got a little bit easier this week. DocuSign gave details of enhancements to its “Broker Edition” product, which include a task dashboard, mobile tools, extended zipLogix forms integration, and back-office integration through a new partnership with Lone Wolf Real Estate Technologies.

  • DocuSign's new Broker Edition enhancements and partnerships will help with transaction flow for brokers and agents.
  • With DocuSign's extended integration with zipLogix, agents will be able to complete zipForms directly from the DocuSign Transaction Room via a mobile browser.
  • DocuSign expects to announce more partnerships with real estate software providers in the next six to 12 months.

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“We’re delivering the visibility, compliance and control that brokers need, along with access and mobility for agents — all in a highly secure, easy-to-use platform — so real estate professionals can manage and close deals faster to best serve their clients,” said Glenn Shimkus, vice president, Global Real Estate Products at DocuSign.

Today at the National Association of Realtors’ (NAR) annual conference, Georg Gerstenfeld, Vice President and General Manager of Global Real Estate Solutions at DocuSign, added, “We are trying to create an industry platform for both brokers and agents. It’s in everybody’s interests for transactions to be managed and handled in a way that has full transparency.”

Broker Edition changes

DocuSign said the Broker Edition’s task dashboard will help brokers access a comprehensive list of everything requiring attention, including past-due documents and transaction approvals, plus other tasks that don’t require paperwork.

Brokers will have visibility into all transactions, across all agents.

Users can also set up their brokerages with office and administrative team access, enabling support staff to manage transactions on behalf of agents as needed. The Broker Edition will link transaction data from zipForm — for instance, list prices, listing expiration dates and seller information — to DocuSign Transaction Rooms.

Managers can approve or decline tasks and documents at key stages in the process.

zipLogix, ZapStore and mobile use

As a result of DocuSign’s extended integration with zipLogix, agents will be able to complete zipForms directly from the DocuSign Transaction Room via a mobile browser. The companies also plan to enable users to pull data from zipForm, such as buyer, seller and contract details, into the DocuSign Transaction Room.

DocuSign also announced this week that it will be a featured partner for the launch of Realogy’s ZapStore, a platform that brings together the applications most used by brokers and agents affiliated with Realogy franchise brands such as Century 21, ERA and Coldwell Banker.

More extensive mobile use is imminent, too. DocuSign’s extensive tasks functionality will soon be accessible via all mobile devices, enabling users to track “to-do’s,” mark tasks as complete and send reminders directly from their smart phone, tablet or Apple Watch.

Look out for a steady stream of news announcements over the next six to 12 months of new partnerships, added Gerstenfeld.

“We will work with financial software or CRM (companies) so brokers have full data access across their suite,” he said.

“You will see more partnerships of that nature that help connect different industry software.”

DocuSign will be “agnostic and partner with software that folks in the industry most use and not force them to make a choice,” he added.

Lone Wolf on the prowl

DocuSign’s integration with Lone Wolf’s brokerWOLF accounting system will help minimize errors and save time on data entry. And, unlike other offerings, DocuSign will cover the integration cost, eliminating per-transaction fees for brokers.

Lone Wolf has also just signed two other partnerships with BackAgent and dotloop.

“When reviewing the abundance of technology available, look to maximize opportunities to funnel data throughout your brokerage with integrated technologies,” said Kim Koraca, director of marketing at Lone Wolf Real Estate Technologies. “This allows you to focus on the needs of the agent, brokerage operations and clients all in one system.”

Email Gill South.

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