Transactions
Reusable agreements you send often: upload a PDF once, place the signature, data entry and personalized fields, assign each field to a recipient and start requests from any person or deal. The signer gets a single-use link.
Templates
Signature, initials, date signed, full name, text and checkbox fields, plus personalized fields filled automatically from the contact, the deal, the agent and the company when the template is sent. Recipients sign in order.
Sending
Start from a template or a PDF already on the record, pick the signer, write a message and choose how to deliver: a link you send yourself or an email from RLTR. The link expires when you say, and stops working the moment the document is signed.
The signer
The signer sees your message, the document with highlighted fields, one control per field and a signature pad to draw or type. Prefilled fields are marked as coming from the sender. Consent is explicit before submitting.
How it works
Admin → eSign Documents → Add eSign template.
Signature, data entry and personalized fields, assigned to recipients in order.
Choose the template on a person or deal; personalized fields fill themselves.
It lands on the record with the certificate page.
Questions
Yes. Recipients sign one at a time in the order you set. The second recipient receives the document only after the first has finished.
Not until agency texting is enabled. Email delivery and copying the link work today.
Personalized fields stay empty rather than guessing, so keep addresses and emails up to date.
Works with
Made by realtors for realtors
Leave your details and we’ll walk you through it.
