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Automations for real estate

Contract and e-signature flow for real estate

Leads from Zillow, Rightmove and the website live in different places. For real estate agencies that's a common story, and it's what the e-signature flow is for. Sends agreements for signature, chases politely and files the signed copy.

The problems it takes off your list

  • Leads from Zillow, Rightmove and the website live in different places.
  • Portal enquiries sit for hours before anyone replies.
  • Offer paperwork and ID documents get chased one by one.

What it looks like in practice

Say you run a small lettings agency managing around a hundred rentals. A new buyer agrees to go ahead. The agreement is sent through DocuSign within minutes. They forget, so a polite reminder follows two days later. Once signed, the copy is filed in Follow Up Boss and the next step begins.

How it works for real estate

Step by step, this is what the e-signature flow does with your buyers and tenants.

  1. A deal or listing reaches the right stage.
  2. The agreement is sent through DocuSign.
  3. Gentle reminders go out until it's signed.
  4. The signed copy is filed in Follow Up Boss.
  5. The next step starts automatically.

Tools it connects to

It plugs into the tools real estate agencies already use, such as Follow Up Boss, kvCORE and DocuSign, and runs on PandaDoc, n8n and Google Drive.

  • Follow Up Boss
  • kvCORE
  • DocuSign

Questions from real estate agencies

Does the e-signature flow work with Follow Up Boss?

Often, yes. Before building the e-signature flow I check your Follow Up Boss account and plan, because some features depend on API access. If there's a gap for your real estate setup, you'll know before you pay anything.

What does the e-signature flow cost to run each month?

Setup for the e-signature flow starts at $400 while the launch offer is on, for real estate agencies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.

Can I change how it works later?

Yes. The e-signature flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your buyers and tenants, message me and I'll quote it first.

Want this for your real estate business?

Tell me how your real estate business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

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