Request signatures without losing the context
Send signature requests and track signed documents inside AgentPlan. Keep the signing workflow connected to the client and deal details that explain why the document is needed.
Keep signed files with client records
Store documents directly on a contact profile so signed paperwork is easier to locate alongside other client information and transaction records.
Keep paperwork part of the relationship
When a signed document lives with the relevant client profile, the people, property and transaction details remain close to the paperwork. Spend less time searching and more time moving through the next step.
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Request signatures and keep the resulting documents connected to client records in AgentPlan.