DocuSign Transaction Rooms and Profit Power, a LanTrax solution, now work together to provide brokerages with a streamlined solution for managing real estate transactions – from lead to close. Pull transaction data captured in Transaction Rooms into Profit Power to reduce data entry, minimize errors, and increase data consistency.
How it Works:
- Get set up quickly. Reach out to both your DocuSign and Profit Power Account Managers to request the integration to be turned on and then simply link your accounts from within Profit Power one time.
- Enter data into Transaction Rooms. Enter transaction data on the Details tab of the Transaction Room as you usually would.
- Pull data into Profit Power. Search for the Transaction Room you want to pull data from to create a new record in Profit Power. You can re-post data from Transaction Rooms to the Profit Power record multiple times.
About the Partner:
LanTrax is a diversified technology organization, committed to improving process, accessibility, and profitability for its clients. We focus on lead management software and back office accounting software solutions and services to residential real estate brokers all across the US.