Deal Tutorials

Deals Overview

Deals - List View

Guest Broker Access - Making An Offer Example (UPDATED VIDEO - ALL client info is hidden from both sides now!

Admin Managing Broker Accounts (Admin Only)

Prep Docs Tab (Formerly eDocuments)

Signatures Tab

Send For Signatures Using "Generate Link"

Uploads Tab

Tasks Tab

Forms Tab

UPGRAGE IN PROCESS - Guest Broker Access & Participants Tab

IYBA Acceptance of Vessel - Overview

Using Forms More Than Once (Acceptance, Addendums, Exclusions)

PDF Editor