It’s pretty simple. You add a client and then send them the Scope of Appointment. That’s it. The system does the rest.
In the background, our system sends the pre-designed scope of appointment to your client. The client will open the document and select what they’d like to discuss. Once that’s done, your client will sign the document, and then the document is sent to the client’s agent.
Once the agent signs it, the agent and the client will get a PDF version of the signed contract.
You can add as many clients as you want and we can help you load all of our clients if you need us to.