Integration
Signatures tied to the file.
Tie DocuSign signing packets to the deal, so the signing status stays in step and signed documents land back in the file.
BrokerDrive is built to connect DocuSign: a signing packet ties to the deal's documents, the signing status updates on its own, and signed documents save back in BrokerDrive. This connection is planned and needs your login. The print-and-sign path is always there in the meantime.
DocuSign
Envelope
BrokerDrive
Your brokerage hub
Transaction file
Signed + audited
How it connects
DocuSign signing packets to BrokerDrive deal documents and the broker's compliance review.
Into BrokerDrive
- Signing status and finished packets
- Signed documents saved back in the file
Out of BrokerDrive
- Documents sent for signature, with the deal's details attached
- Sync direction
- Two-way (you send, status comes back)
- Sync frequency
- Right away as people sign (planned)
- Who manages credentials
- Tenant-managed
- Required plan
- Planned — needs your login when released
Setup steps
- 1Planned: brokerage connects its DocuSign account
- 2Planned: match your signing templates to the deal's document types
- 3Today: use the built-in print-and-sign path
Security & access
- Your login will be managed by you and encrypted
- Signed documents save back in the deal file, with a record of who signed and when
- A print-and-sign option stays available
BrokerDrive keeps the work in BrokerDrive. This connection cuts double entry and keeps records up to date across leads, listings, transactions, compliance, finance, and reporting.
Frequently asked questions
- Can I e-sign today if DocuSign isn't connected yet?
- Yes. BrokerDrive has built-in e-sign and a print-and-sign path right now. The DocuSign connection is planned and will save signed docs back to the file.
Connect it without losing the workflow.
Start a trial, or get a walkthrough of how this fits your brokerage.