DocuSign Releases Task Lists to Help Keep Brokerages on Track

We all work differently. Some people prefer to multitask while others would rather focus on one thing at a time. Maybe you like to knock out the little things first, then set your sights on the big stuff. Or, perhaps you're the type of person who tackles the most challenging parts of a project right out of the gate.

Regardless of your approach, I think we can all agree that none of the how matters if we don't exactly know what needs to be done. Simply winging it doesn't work out too well in real estate.

We like to think we've found a better way for you to manage your transactions and stay on top of everything that needs to get done before closing a deal. Our latest release for users of DocuSign for Real Estate PLUS, Broker Edition enhances the document checklists you're used to by including tasks that may not necessarily involve paperwork. We're calling them task lists, and they'll help ensure not only that all the documents are completed, but also things like putting signs in yards and picking up a tray of pastries for an open house are taken care of as well.

Before I go any further, I want to make it clear that your document checklists are not going away. You won't even have to rebuild them; they're just becoming part of the new task lists.

There are a number of cool things you can do with task lists, but something in particular that I like is the dynamic due date and role creation based on information in individual Transaction Rooms. For example, when you create a task list template, you're not going to know exact due dates or who will be responsible for completing the task. With due dates, you'd specify the number of days before or after a certain event in the transaction (e.g. Expected Closing Date). To select the person assigned to the task (referred to as the Assignee), you'd select a role such as the buyer's agent.