iBroker Blog

Announcing DocuSign Transaction Rooms Integration with iBroker

Written by Jocelynne Haslett | 4/13/18 6:40 PM

Committed to saving you time

At iBroker, it is our goal to save Office Administrators time and offer the best experience possible when managing the day to day business of a real estate brokerage. Powered by a company with over 20 years of industry experience, we understand the challenges Office Administrators face. iBroker has been specifically designed to alleviate these challenges. This latest integration with DocuSign Transaction Rooms is a great example of this. 

iBroker is proud to announce its latest integration with the industry leading document and transaction management provider, DocuSign Transaction Rooms (DTR). DTR allows Brokers and Agents to manage their transactions effectively through a connected experience in the cloud. Shared users now enjoy a streamlined experience by easily importing DTR details into iBroker. 

Improve workflow efficiency

DTRs import seamlessly in iBroker with a single click, improving workflow efficiency between applications and eliminating duplicate entry. Together, iBroker and DocuSign offer real estate brokerages an easier way to manage their office and financials.

How does it work?

Once the integration is enabled, populating iBroker with your DTRs is very easy. You simply start with a search for the DTR. iBroker will display matching DTRs. Then, select the DTR you want to import and iBroker will automatically populate the relevant fields as a new transaction within iBroker.  The integration is one way, from DocuSign to iBroker and is at the brokerage level. 

The following data fields for a DTR are populated in iBroker upon import:

  • Street #
  • Street Name
  • Unit
  • City
  • State/Province
  • Postal/ZIP Code
  • Country
  • Residential/Commercial
  • Close Date
  • Offer Date
  • Sale Price
  • Status*

*Only DTRs with status Sold, New List or Pending will be available for import into iBroker.

Want to know more? Call us at 1.833.8BROKER and we'd be happy to walk you through it or visit goibroker.com/docusign

This latest integration adds to a growing list of iBroker integrations, supporting iBroker’s market position as the simple, easy to use alternative to other leading back office software.  

Visit goibroker.com/docusign or call 1.833.8BROKER to learn more.
Want a demo of iBroker? Visit goibroker.com/demo