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Tag: Real Estate (page 1 of 2)

Mortgage costs hit an all-time high! What’s a lender to do? Take a lesson from Guild Mortgage.

Anyone that has bought a house with a mortgage knows there’s a lot of paper involved in the process (roughly 150 pages!). And although digital is transforming many industries, the closing process largely operates the…
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Tips for Real Estate: It’s All in the (Configurable) Details

If you are a DocuSign Transaction Rooms: Broker Edition user and have looked at our Transaction Room Details tab recently, you may have noticed that we’ve added a lot. These additions include a Contact Information…
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Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name

Many customers have asked in the past, “What happens if we want to create a Transaction Room for our clients, but they haven’t chosen a property yet?” I would always suggest for the user to…
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Tips for Real Estate: Splitting PDF’s with Fewer Clicks

If you frequently split PDFs in Transaction Rooms, I have great news for you–splitting just got easier! With our new multiple select capability, you can now easily split large files without clicking on every single…
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Tips for Real Estate: 3 Ways to Utilize the Integration between zipForm® and DocuSign Transaction Rooms

The last year brought some extensive improvements to the integration between zipForm® and DocuSign Transaction Rooms (DTR), including full form editing capabilities within a Transaction Room. Recently, we added the ability for users to fill…
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Tips for Real Estate: Top 5 Details to Fill Out in Your Transaction Room

When you get a new listing or your buyer finally finds the perfect house, there are a lot of details about the property you have to have at your fingertips to keep the transaction moving….
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DocuSign Transaction Rooms and Apple Watch: It Just Makes Sense

The folks here on the real estate team love it when new technology emerges. We’re a group that can’t wait to get our hands on the latest gadgets, and we know a lot of you…
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Tips for Real Estate: Tasks Just Got Easier

As DocuSign continues to study the way customers utilize our product, we learn how it can be improved. Since DocuSign Transaction Rooms: Broker Edition was launched, the Needs My Attention section has been highly utilized by…
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Introducing Tasks, Our Biggest Update for Brokerages Yet

We all work differently. Some people prefer to multitask while others would rather focus on one thing at a time. Maybe you like to knock out the little things first, then set your sights on…
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Tips for Real Estate: Best Practices for Inviting People to a Transaction Room

Do you invite people to participate in your DocuSign Transaction Rooms? Do the invitees actually join the Transaction Room? Since the infancy of DocuSign Transaction Rooms (DTR), inviting people to a Transaction Room has been…
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