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Create and link transaction folders and files to deals

Create and link transaction folders and files to deals

Your transaction records lack a central folder and contracts, forcing coordinators to hunt for PDFs and delaying closings. Gain folders and shareable links on the deal so documents are available same day.

Create and link transaction folders and files to deals

Overview

Missing folders and unsigned PDFs slow closings and waste coordinator time; this flow standardizes folder creation, uploads required documents, and adds shareable links to the deal record. That means coordinators and agents can find contracts and supporting files the same day, reducing manual setup.

Create and link transaction folders and files to deals