Send transaction report for signature to deal parties

You and your team waste time formatting transaction reports when deals close, delaying signatures and settlement prep. This delivers signed reports to settlement teams the same day.

Overview

Missing or late transaction paperwork ties up settlement and forces manual follow-ups between agents, solicitors, and coordinators. This flow generates the transaction report from a template, issues signature invites, and writes the document back to the record so settlement teams have signed paperwork the same day.