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Sharing Transaction Tempaltes with Outside Team Members
Learn how to integrate Wise Agent with DocuSign.
One of the standout features of Wise Agent is its easy-to-use Transaction Management system, which streamlines the organization of all your buyer and seller transactions in one place. You can say goodbye to messy files on your desk or scattered documents on your computer and have everything you need for each transaction in one convenient location on your CRM.
With Wise Agent’s Transaction Portal, your client can have access to real-time updates. From your Wise Agent account, you can quickly and easily create a portal from one of your transaction checklists. You can select what information will be available on the webpage, include your branding, and even upload documents. Share the URL and create a login for your clients and vendors to access the portal day or night, and rest assured that their project is being taken care of.