Integration
E-sign without losing the file trail.
Tie Dropbox Sign requests to the deal, so the signing status stays in step and signed documents return to the file.
BrokerDrive is built to connect Dropbox Sign the same way as DocuSign: a signature request ties to the deal's documents, the status stays in step, and signed documents save back in BrokerDrive. Planned, and it needs your login. The print-and-sign path is always there in the meantime.
Dropbox Sign
Signature request
BrokerDrive
Your brokerage hub
Transaction file
Signed + audited
How it connects
Dropbox Sign signature requests to BrokerDrive deal documents and the broker's compliance review.
Into BrokerDrive
- Signing status and finished requests
- 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 Dropbox Sign account
- 2Planned: match your 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
- Is Dropbox Sign live yet?
- Not yet. It's planned and needs your login, built the same way as the DocuSign connection. BrokerDrive's built-in e-sign and print-and-sign path work today.
Connect it without losing the workflow.
Start a trial, or get a walkthrough of how this fits your brokerage.