It was a little over a year ago today, May 15 to be exact, that DocuSign announced the acquisition of Cartavi a company that I had co-founded with my partner Glenn Shimkus. At Cartavi, our mission was to provide real estate agents with a simple, mobile, and secure solution to help them better manage transactions from the cloud.

We took a different approach to building products. We actively listened to the market and focused on empowering agents with a comprehensive yet easy-to-use solution that allowed them to manage transactions digitally—removing the friction inherent in buying and selling a home, which involves various people and documents, and sensitive data.

Since our acquisition, several enhancements and new features have been added to our widely successful agent-focused products. As we continued to evolve the platform, what became consistently clear through countless requests was the need for a broker solution to bring the office and the field together.

Bringing it all together

Earlier this year, we launched our Digital Transaction Management (DTM) platform for brokers, DocuSign for Real Estate PLUS, Broker Edition. Our Broker Edition is truly an innovative solution that adds deeper Transaction Room functionality with real-time visibility, reporting, and document checklists that make managing a real estate brokerage easier, more compliant, and more secure than ever—enabling brokers to manage their business from anywhere, at anytime, on any device.

Since the release in February, DocuSign for Real Estate PLUS, Broker Edition has been enthusiastically received and adopted by more than 120 brokerages representing more than 13,000 agents, and continues to grow.

Here are just a few key benefits and features of the Broker Edition:

Real-time visibility

DocuSign for Real Estate PLUS, Broker Edition provides brokers with real-time view into the pulse of their business through a single, unified dashboard that displays transaction activity and agent performance.

Compliant transactions

With the Broker Edition, you can create document checklists for various types of transactions to ensure your agents are gathering all of the documents required to close a deal. Preferences can be set for managers and agents to support approval processes and enforce compliance.

Flexibility and control

DocuSign for Real Estate PLUS, Broker Edition is a flexible solution that supports the way your brokerage operates. Brokers now have a simple way to manage transactions across multiple offices and regions. Managers and agents can easily be added and removed as the brokerage grows.

These are just a few highlights of our new Broker Edition for real estate. If you’d like to take a closer look at our Broker Edition, click here to connect with a representative from our Real Estate Solutions team who’ll be happy to answer any questions you have.

– Paul Koziarz

Paul Koziarz is the Director of Product Marketing for Transaction Rooms at DocuSign, and a co-founder of Cartavi (acquired by DocuSign). He continues to work with real estate professionals, and is also focused on expanding our Transaction Rooms solution to serve other key industries.

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