Managing the Under Contract Process
Step 1: Upload All Documents to DocuSign Transaction Room
Keeping your file updated in DTR ensures compliance and easy access for all parties involved. This step protects you and keeps the transaction running smoothly.
Pro Tip
Create a checklist inside DTR for missing items.
Recommended Tools & Resources
Upload executed contract and exhibits immediately after binding.
Use as a secondary reference to verify complete signatures.
Consider outsourcing your contract to close process to ATS, our in-house contract-to-close service. Fees apply.
Training Box
- Name the DTR room using property address.
- Upload documents as soon as they are executed.
- Missing documents can delay closing.
- Verify every required exhibit is included.
Course: How To Upload Documents to DTR
Daily Activity Plan
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*Daily Activity Plan changes every day at 12am EST.
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