Transaction Management w/ eSign
LeadCity has been paving the way allowing offices and agents the ability to access files, documents, and key transaction information online rather than in the file cabinet.
Forms Library
- Create, store, and re-use all of your common forms such as purchase agreements, addendums, and more.
- Advanced mapping system allows forms to automatically be prefilled with MLS info as well as transaction info that you provide the system
Document Management
- Save documents to different folders and set different permissions for folder access
- Easily edit document names, folder locations, and signature status to be compliant
- Easily share or email documents to those that need copies.
Esign Integration
- Use existing templates or upload your own forms for fast and secure Esign integrations
- Document status is automatically updated within the TMS profile
- Receive notices when signatures are complete
- Manage expirations, reminders, and more with Esign integrations
Task and Transaction info
- Easily create and manage Tasks and Transaction items that are important to you
- Keep your transactions updated by adjusting tasks and set reminders (coming soon)
Roles and Permissions
- Manage different role players such as buyers, sellers, agents, attorneys, lenders, inspectors, and more. Provide these roles access to your transactions.
- Manage permissions and security for different role players so YOU can customize who is allowed to see what within your transactions.
Compliance
- Submit documents for review and approval
- Once the transaction is closed, only admin can edit transactions or documents.
