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File Signed Deal Agreements
File purchase and buyer agency PDFs and send the Agent links
Use this Agent instantly or customize it - no programming needed
- Completed agreement noticeCompleted agreement notice
Your signing notice identifies the envelope, agreement type, and transaction room.
- Signed agreement PDFSigned agreement PDF
Your completed envelope contains the agreement signed by every required signer.
- Signing certificateSigning certificate
Your envelope's certificate shows the signing record that belongs with the agreement.
- Transaction room detailsTransaction room details
Your room details help match the agreement to one accessible deal.
- Room AgentRoom Agent
Your room names the Agent who should receive the final document links.
- Final Agreements folderFinal Agreements folder
Your room's final folder holds the signed agreement and its certificate.
- Existing final filesExisting final files
Your final folder may already hold files for this envelope ID.
Your transaction room supplies the signed files and room details, stores both PDFs, and emails the Agent.
- Coordinator review flagCoordinator review flag
Your coordinator sees which Agent, folder, or sharing permission needs attention.
- Filed signed agreementFiled signed agreement
Your signed agreement PDF sits in the matched room's Final Agreements folder.
- Filed signing certificateFiled signing certificate
Your signing certificate sits beside the executed agreement in the matched room.
- Agent link emailAgent link email
Your room Agent receives links to the room, signed agreement, and signing certificate.
This Agent waits for a purchase or buyer agency agreement to finish signing. It checks the signatures and deal room, then files both PDFs. Your Agent gets links to the deal room and both documents.
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Google DriveUsed as:
- Transaction room
Google Drive supplies the signed files and room details, stores both PDFs, and emails the Agent.
ZoomUsed as:
- Transaction room
Zoom supplies the signed files and room details, stores both PDFs, and emails the Agent.
Google ContactsUsed as:
- Transaction room
Google Contacts supplies the signed files and room details, stores both PDFs, and emails the Agent.
DropboxUsed as:
- Transaction room
Dropbox supplies the signed files and room details, stores both PDFs, and emails the Agent.
OneDriveUsed as:
- Transaction room
OneDrive supplies the signed files and room details, stores both PDFs, and emails the Agent.
Made for your industry
File Signed Deal Agreements is made for businesses in these industries.
- Real Estate
File signed deal agreements and signing proof in the right transaction room.
Show all Agents for the Real Estate industry
Made for your role
File Signed Deal Agreements is made for people in these roles.
- Real Estate Agent
Send links to signed agreements and signing proof in the deal room.
Show all Agents for the Real Estate Agent role - Real Estate Transaction Coordinator
File executed agreements with signing proof and send Agents their links.
Show all Agents for the Real Estate Transaction Coordinator role
Made for your department
File Signed Deal Agreements is made for people in these departments.
- Operations
Keep signed deal files together and hand Agents their document links.
Show all Agents for the Operations department
How File Signed Deal Agreements works
4 steps, in order, on every run.
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Confirm the signing is completeConfirm that every required signer finished. Retrieve the signed PDF and signing certificate. Leave incomplete or missing packets for coordinator review.
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Match the deal roomUse the envelope's room ID to find the deal. Check its details and Agent. Hold unclear matches for the transaction coordinator.
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File the final PDFsCheck the Final Agreements folder for this envelope ID. File the signed PDF and certificate together without creating duplicate copies.
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Send the Agent linksShare both final documents with the room's Agent. Email their links and the room link, unless this envelope was already filed.
How to Get Started
Connect the tools you already use, such as Google Drive, Zoom or Google Contacts.
5 tools
- Use transaction rooms with a Final Agreements folder and a named Agent who can access the room's documents.
- Require each purchase or buyer agency signing envelope to carry the transaction room ID as a custom field and a document type of purchase agreement or buyer agency agreement.
- Enable completed-envelope notifications with the envelope's custom fields, and allow the Agent to read completed PDFs and certificates, file room documents, share them with the room Agent, and email from the room.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File Signed Deal Agreements:
You choose a Final Agreements folder and name the Agent in each room. You add the room ID and agreement type to envelopes. Enable completion notices and access to signed PDFs, certificates, sharing, and room email.
Filing pauses for your transaction coordinator to match the packet. This includes missing room IDs and conflicting deal details.
Your transaction coordinator gets the exact missing item to fix. The Agent keeps both PDFs together in the room when possible and leaves the handoff open.
No. The Agent reuses the files already in the room for that envelope ID and skips another handoff email.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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