Help & Support

Getting Started

Welcome to our real estate contract platform! This guide will help you navigate through the main features and get started with creating professional real estate contracts.

Account Management

Creating Your Account

1. Click on "Register" from the main navigation
2. Fill in your personal and professional information
3. Verify your email address
4. Complete your profile setup

Profile Settings

Keep your profile information up to date to ensure accurate contract generation:

• Personal Information: Name, contact details, license information
• Professional Details: Brokerage, specializations, service areas
• Signature Settings: Upload your digital signature for contracts
• Notification Preferences: Choose how you'd like to receive updates

Creating and Managing Contracts

Step-by-Step Contract Creation

1. Select Contract Type: Choose from available contract templates
2. Enter Property Details: Add property information, address, and specifications
3. Fill Party Information: Add buyer, seller, and agent details
4. Set Terms and Conditions: Configure price, financing, and contingencies
5. Review and Generate: Preview the contract before finalizing
6. Send for Signatures: Distribute to all parties for electronic signing

Contract Templates

All contracts are generated from legally compliant templates that include:

• Standard clauses required by state and local regulations
• Customizable fields for transaction-specific details
• Built-in contingency and addendum options
• Automatic calculation fields for dates and amounts

Electronic Signatures

How Electronic Signing Works

Our platform uses legally compliant electronic signature technology:

1. Parties receive email notifications with secure access links
2. Each signer reviews the contract online
3. Digital signatures are captured with timestamp and IP tracking
4. Completed contracts are automatically distributed to all parties
5. Digital audit trail is maintained for legal compliance

Signature Requirements

• All signers must have valid email addresses
• Identity verification may be required for high-value transactions
• Signatures are legally binding under ESIGN and UETA regulations
• Contracts cannot be modified once signing process begins

Document Management

Organizing Your Contracts

Keep track of all your contracts and documents:

• Dashboard Overview: See all active contracts at a glance
• Status Tracking: Monitor signing progress and completion
• Search and Filter: Find contracts by property, parties, or date
• Document Storage: Secure cloud storage for all signed contracts
• Download Options: PDF downloads available anytime

Sharing and Collaboration

• Share contract links with clients and colleagues
• Add team members to contract workflows
• Set viewing and editing permissions
• Receive real-time notifications on contract activities

Marketing and Lead Generation

Built-in Marketing Features

Leverage our platform's marketing tools to grow your business:

• Professional Branding: Customize contracts with your logo and branding
• Client Portal: Provide clients with easy access to their contracts
• Email Templates: Professional communication templates
• Social Media Integration: Share success stories and testimonials
• Referral Tracking: Monitor and reward referral sources

Troubleshooting Common Issues

Contract Generation Problems

Getting Additional Support

Available Support Channels

Legal and Compliance Questions

Tips for Success

Best Practices

• Double-check all information before generating contracts
• Keep client contact information current for smooth communication
• Use descriptive names for contracts to stay organized
• Follow up promptly on pending signatures
• Maintain backup copies of all important documents
• Stay updated on local real estate regulations and requirements

Maximizing Platform Benefits

• Customize your profile completely for professional presentation
• Use the marketing tools to enhance your brand visibility
• Take advantage of electronic signatures for faster closings
• Organize contracts with consistent naming conventions
• Leverage reporting features to track your business performance

Quick Reference Guide