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Categories Documents Integrations
Created by Brokerkit Product Management
Created on Mar 13, 0021

RELATED IDEAS

Document E-Signing

  • Ability to e-sign documents, store them in the document library, and link them to a contact profile

  • This could be used for example, to have new agents e-sign an independent contractor agreement.

  • This could be native functionality or via an integration with a tool like DocuSign or Dropbox sign


Jobs To Be Done

  • Get Get e-signatures on documents

  • Save e-signed documents in the document library

  • Link documents to contacts in recruiting or retention to be viewed when reviewing an agent contact profile
Pain

Need to export e-signed documents from a tool like DocuSign and then upload them into the Brokerkit document library
  • Attach files
  • +6