Attach signed agreement PDF and advance deal stage
Attach signed agreement PDF and advance deal stage
Your signed agreements arrive unlinked to deals, leaving records incomplete and stalling closings. Attach completed PDFs and advance the deal stage so brokers can act on full records same day.
Overview
Signed agreements often sit in inboxes and stall deal momentum; this workflow attaches the completed PDF to the matching deal and advances its pipeline stage automatically. Brokers get a single source of truth and can act on full records the same day, accelerating closes and reducing manual follow-up.