DocuSign Transaction Rooms Integration
Streamlining real estate transaction management
iBroker is the simplified office management solution for real estate. By integrating with best-in-class service providers, iBroker helps its customers be more productive and better manage day-to-day tasks. Increasing connectivity across applications facilitates a greater degree of automation within the office, enabling more time for growth-supporting initiatives. Contact us to learn how iBroker can help your business succeed.
DocuSign Transaction Rooms (DTR) is the trusted choice of top brokers who want to close deals faster, ensure compliance, and recruit and retain the best agents. DTR allows you to easily manage your brokerage from a central, secure location in the cloud. With this integration, iBroker users can access real estate transactions based in DTR through a single click, improving workflow efficiency between the applications and eliminating the need to double enter transaction data into both platforms. Together, iBroker and DTR offer real estate brokerages an easier, more streamlined approach to managing their back office and financial needs.
“Our companies are giving customers the tools they need to be successful, while making it extremely easy to work between applications,” said Carlos Matias, CEO of GryphTech and creator of iBroker, “We will continue working with industry leaders, such as DocuSign, to ensure our customers experience the most efficient and effective solution in the industry.”
“The integration between DocuSign Transaction Rooms and iBroker underscores our resolve to invest in delivering the best, most connected real estate transaction system for agents, brokers and their customers” said Georg Gerstenfeld, VP & GM for DocuSign Global Real Estate, “The real estate business continues to evolve towards systems with greater ease of use, speed and inter-connectivity, and partnerships like this help brokers continue to outpace their competition in a changing landscape.”
How Does it Work?
Once the integration is enabled, populating iBroker with your DTRs is very easy. You simply start with a search for the DTR. iBroker will display matching DTRs. Then, select the DTR you want to import and iBroker will automatically populate the relevant fields as a new transaction within iBroker. The integration is one way, from DocuSign to iBroker and is at the brokerage level.
The following data fields for a DTR are populated in iBroker upon import:
- Street #
- Street Name
- Postal/ZIP Code
- Close Date
- Offer Date
- Sale Price
*Only DTRs with status Sold, New List or Pending will be available for import into iBroker.
About DocuSign Transaction Rooms
Whether you have multiple offices or just a few agents, DocuSign Transaction Rooms allow you to easily manage your brokerage from a central, secure location in the cloud. Enable your team to work better and faster—whether they’re in the office, hosting an open house, or with a client. Keep transactions on track with tasks that guide agents through your process so they don’t miss a step. With a flexible workflow, you can build templates that work for your brokerage – set due dates, create reminders, and customize notifications to keep your agents’ deals moving forward. Visit www.docusign.com
Want to know more? Call us at 1.833.8BROKER and we'd be happy to walk you through it.