They can mark which of the documents are required for the deal, who needs to sign them and set a due date. The checklist can be accessed by the agent, transaction coordinator, and broker. Optionally, you can also enter due dates in order to help you track the deal’s documents.Īfter assigning a checklist, you can edit it and update the property information, as well as add, remove, or rename checklist categories and document names. Once assigned, the checklist allows you to track which documents have been uploaded and assigned, as well as, which ones are pending signatures and by whom. You can assign a checklist from the ones that you already have on your account or create a new one. To access the checklist click on this icon on the right side of the screen. Here is another video on how to work with checklist templates and assign a checklist to a transaction that may be helpful.Ī How To article with screen shots on checklists is also available on our Resources page.

Please watch this video to see where and how to access and assign checklists to transactions on the Propy dashboard. Propy includes both simple and advanced checklist creation and management features. If you are an agent within an organization that is a brokerage account, you may request that your broker add you to the platform and/or allow synching with Docusign. Enter your Docusign password to integrate your account with Propy. Please email and the Customer Success team will simply create an “organization” and assign administrator privileges.Īfter we create an admin level for you, navigate from the main menu to “Administration” then select “Integrations.” You will see the Docusign logo and the prompt to link your account. Propy provides access to sync DocuSign accounts for individual agent accounts upon request. To remove a user completely, please send an email to provides a DocuSign account included in our price that can be synched to your account. You may edit users by clicking their name, and “Suspend” a user (vs remove) by clicking the three dots on the right to select “Suspend” or “Reactivate.” The user will not be notified unless they’ve been reactivated. Look for “Organization’s Invite Link” on the “Add User” screen and click the “Copy” icon to paste into an email to invite participants at your company or team. The fastest way to add users is to send the unique link to your organization’s (or branch office) registration page is through your own email. New users’ first step is to navigate to Profile/General Settings and then click “Convert to Agent” and complete all required fields in their profile and click “Save Changes.” We verify phone numbers with a text notification. We do not allow deleting users, since there will be historical records on blockchain that relate to the past users. They will receive an email notification that they’ve been added to the Propy Platform, “All your transactions will now be visible to the company’s administrator,” with a link to “Proceed” that takes them onto the platform. It’s quick and easy to add an assistant user with admin rights. Check the box if the user has rights to audit documents or if they’re a listing coordinator with admin rights.

If you don’t see two emails from us, please search your inbox for or check all folders, including Spam and Promotions, depending on your spam filter settings and email provider.įor the Team and Enterprise plans, please reach out directly to the sales team by clicking “Get a Demo” to discuss next steps and customizing your acccount set upĬlick “Add User,” complete their contact info, specifying a role the user plays from a drop down list, the office they’re in (which would have been set up for your organization). Feel free to schedule a one-on-one onboarding by clicking the chat in the lower right corner and choosing a time for a Zoom call. Add your phone and license numbers, area you cover, your company logo and your profile photo.Ī brief onboarding wizzard will guide you through the platform. It’s t ime-limited so please do this right away.Ĥ) Complete your agent profile, if you’re an agent. Please look for a second email from and click the link in the email to confirm your email address (or change it later under Profile/General Settings/Edit profile). We use a secure payment processing platform to enter your businesss email address, credit card info and a receipt will be sent by email shortly after purchase.Ģ) Confirm your email to get started on the platform. 1) If you are ready to purchase, please click on the Pricing menu item for subscription plans and summary features list.

Paperless agent reviews