Keller Williams is integrating its proprietary customer relationship management tool with DocuSign, an e-signature and transaction management platform.

Keller Williams is integrating its proprietary customer relationship management tool with DocuSign, an e-signature and transaction management platform.

“The integration of DocuSign’s Rooms for Real Estate into the Keller Cloud is a significant step for us as we continue building an end-to-end platform for our agents, who in turn will create a world-class experience for consumers,” Neil Dholakia, Keller Williams’ chief product officer said in a statement.

Keller Williams President Josh Team announced the move in an email last week to regional leaders at Keller Williams. In the email, Team explains that, with the integration, “agents and brokers will be able to save time and clicks while creating and reviewing listing agreements, purchase agreements, and more.”

Team also notes that all data generated will be solely owned by Keller Williams. In the letter, he urges agents to utilize the company’s new “preferred partner,” to ensure that all company transactions are moved through Command and utilize DocuSign.

With the partnership, Keller Williams and DocuSign say they will deliver to agents a secure, paperless capability with automated forms and a digital transaction management process.

Prior to the partnership, Keller Williams’ artificial intelligence layer inside the Keller Cloud couldn’t access the data. With the integration, Keller Williams says it will provide agents insight to make them more informed fiduciaries for their clients.

“Down the road, empowered through our AI, when an agent is writing an offer, they will know at the start, based on real-time data, whether or not an offer has a high or low probability of acceptance,” Dholakia said. “They can then talk to their client and suggest tweaks to make the offer more compelling.”

DocuSign’s capabilities will be integrated into Command through Opportunities, a native app that manages all offers, documents and communications between clients and associates.

“Keller Williams is truly a leader in real estate technology, and we are excited to be working together to help agents run their businesses more efficiently,” Georg Gerstenfeld, DocuSign’s vice president and general manager of Global Real Estate Solutions said in a statement. “This partnership reinforces our mutual belief in innovating with technology to empower agents to deliver superior service for buyers and sellers.”

The integration of DocuSign into Command will likely leave many wondering what’s to become of Keller Williams’ relationship with dotloop, which many associates currently use as their transaction management software.

The Zillow-owned dotloop will still be available to associates through an integration with Command — which is expected to be in place by September 15 — however, the service will be fee-based. Using DocuSign will be free for Keller Williams associates.

“We’re excited to continue our long-standing partnership with dotloop and are currently working with them on an integration into Command,” Dholakia said. “Our continued relationship with dotloop is important to us as we seek to provide our agents with choices in how they run their business.”

Keller Williams declined to release details on pricing, but told Inman that market centers and associates would receive pricing from dotloop. Keller Williams and dotloop are currently working in collaboration to ensure all historical transaction data in dotloop will remain accessible and searchable for agents from inside of Command.

DocuSign is a publicly-traded e-signature platform that counts the National Association of Realtors’ venture capital arm among its investors.

Email Patrick Kearns

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