Storing, sharing, and signing transaction documents in one place.
Documents live against the transaction they belong to rather than in a general file store. Opening a deal shows every contract, disclosure, addendum, and inspection report associated with it.
Documents are grouped by type and ordered by date. Superseded versions remain accessible, so an amended contract does not erase the version it replaced.
Signature requests are sent from inside the workspace. Signature fields are placed on the document, recipients are set in order where signing is sequential, and the executed copy returns to the transaction automatically.
Where a document requires signatures in sequence, each party is notified when it reaches them.
Outstanding signatures appear as a milestone on the transaction timeline.
Completed documents file themselves against the transaction with an audit trail.
E-signature validity and requirements vary by jurisdiction and document type. Confirm that electronic execution is permitted for the document and market you are working in.
Contracts and disclosures can be analysed to extract key dates, obligations, and terms - which then populate the transaction timeline. Available on Buyer and Agent tiers; see Utility & tiers.
See what the AI layer handles across the workspace.