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
Aim for the first weekend your listing goes live and avoid major holiday weekends.
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
- Always download a fresh Buyer Checklist at the start of every transaction.
- Review the Homebuyer Profile before calling the buyer so you are prepared.
- Use both documents to stay consistent and organized.
- Save both documents in the buyer file for the upcoming consultation.
- The buyer checklist for contracts can be found in Zipforms and Absorb. There’s a second buyer profile sheet that’s available in Absorb:
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