Back Office Administration Made Easy. Cloud-based and Mobile friendly. Experience iBroker at goibroker.com

iBroker and DocuSign Transaction Rooms have come together to offer real estate brokerages an easier, more streamlined approach to managing their back office and financial needs. iBroker users can access transactions based in DocuSign Transaction Rooms through a single click, improving workflow efficiency and eliminating the need to enter transaction data into both platforms. 

Key Features 

  • Manage Listing Inventory                        
  • Track Transactions
  • Record Payments & Deposits
  • Automated Agent Billing
  • Flexible Commission Plans
  • Automated Commission Calculations
  • Detailed Office & Franchise Reports
  • Generate 1099s (U.S.)
  • Recruiting
  • Goal Setting

Connecting to iBroker 

Connecting DocuSign Transaction Rooms to iBroker is a quick and easy process. Follow these 3 steps to set up the integration: 

1. From the main menu on the left side of iBroker, go to Administration > Company

2. Next, go to the 3rd Party Connections tab and select an office in your brokerage. If your brokerage only has one office, it will already be selected for you. 

3. Click on the Connect button. You will then be directed to the DocuSign website and prompted to log in to your DocuSign account. Once logged in, the integration is complete.

Turning DocuSign Transactions into iBroker Transactions 

Converting your DocuSign transactions into iBroker transactions is as easy as it gets. 

1. First, make sure your information is complete and finalized in DocuSign Transaction Rooms. Note: Once a transaction is in iBroker and you make changes to that same transaction in DocuSign Transaction Rooms, it won’t update the associated transaction in iBroker. You would need to do so manually.

2. Then, in iBroker navigate to Transactions > Import Transaction and select the DocuSign tab.

3. Here, you can search for a DocuSign Transaction Room by its MLS ID, address or client name. Then, click on your desired transaction. iBroker will instantly create a new transaction with all the details auto-populated from DocuSign Transaction Rooms. All you need to do is fill in the blanks and save the transaction. Congratulations! Note: If a transaction has already been imported, it will be excluded from the search.

Resources

iBroker Guide

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iBroker FAQ 

iBroker Customer Testimonials 

Got Questions? 

Call 1.833.8.BROKER or visit goibroker.com to request a demo

About the partner 

Powered by GryphTech, a global leader in real estate solutions, iBroker is a powerful and easy to use back office management application. As the simplified solution for real estate, iBroker enables you to run your business your way - easily, anywhere, and fast. With iBroker, managing your office has never been easier. Cloud-based and mobile-friendly. Request a demo at goibroker.com

Why iBroker customers say they made the switch to iBroker:

  • Easy to Use
  • Cloud-based Technology
  • Minimal Training Required
  • Fast Processing
  • No Installation Required
  • Mobile-Friendly