Real estate agents: deliver signed coaching agreements after payment
Real estate agents: deliver signed coaching agreements after payment
Real estate agents lose coaching agreements after payment, stalling onboarding and frustrating clients. Send the agreement after payment so contracts are signed promptly.
Overview
Unsigned agreements stall onboarding and frustrate clients for real estate agents. This flow creates and sends a prefilled coaching agreement after payment, enabling sales and finance to complete onboarding and secure signed contracts. The result is faster handoffs, zero missed follow-ups, and a clear signed record for audits.
Notable Features
- Generate agreement from payment event
- Email purchaser a prefilled contract
- Log signed PDF to CRM