Templates
Create reusable listing and buyer agreement templates with pre-placed fields to speed execution and reduce manual errors across repeated transactions.
Electronic signatures via signNow meet U.S. standards under ESIGN and UETA for enforceability; combined with Close CRM integration, they reduce processing time, lower paper handling costs, and simplify audit readiness for brokers and agents.
A Broker Admin manages account-wide settings, templates, retention policies, and integrations. This role configures Close CRM mappings, sets access controls for agents, and reviews audit trails to ensure compliance across brokerage transactions.
A Listing Agent prepares and sends listing agreements and disclosures using templates, tracks signature progress, and ensures signed documents attach to the relevant Close CRM contact and deal record for downstream closing tasks.
Create reusable listing and buyer agreement templates with pre-placed fields to speed execution and reduce manual errors across repeated transactions.
Send the same document to many recipients at once, useful for multi-offer disclosures or mass acknowledgements across an office.
Use workflows and reminders to route documents automatically, trigger Close CRM updates, and reduce follow-up time for pending signatures.
Apply access codes, SMS verification, or digital certificates to verify identities for higher-risk real estate transactions needing stronger assurance.
Connect with Close CRM, Google Drive, Dropbox, or document management systems to sync signed documents and client metadata automatically.
Maintain a detailed, time-stamped audit trail for every transaction to support compliance and post-closing recordkeeping.
Import and convert collaborative drafts directly into signNow templates, preserving formatting and enabling quick insertion of signature and data fields before sending to signers.
Sync contacts and deal records between Close CRM and signNow; completed documents attach to contact timelines and can trigger pipeline updates for transaction tracking.
Automatically send signed PDFs to a designated Dropbox folder for centralized storage, retention policies, and shared access across brokerage teams.
Design reusable templates for listing agreements, agency disclosures, and commission forms to enforce consistent field placement and legal clauses across all transactions.
| Setting Name | Configuration |
|---|---|
| Trigger Event | Document signed |
| Reminder Frequency | 48 hours |
| Post-Sign Action | Export PDF |
| CRM Update Mapping | Contact fields |
| Archive Location | Cloud folder |
signNow supports modern web browsers and native mobile apps so agents can manage and sign real estate documents from the office or the field.
For consistent results, use updated browsers or the official signNow mobile apps, ensure stable internet for large PDFs, and confirm Close CRM integration settings before sending documents.
A buyer agent prepares a purchase agreement in signNow and imports buyer details from Close CRM for accuracy.
Leading to a completed, archived contract with buyer contact and transaction notes recorded in Close CRM.
A brokerage uses templates for agent onboarding and listing agreements stored in signNow, triggered when a contact is added in Close CRM.
Resulting in consistent onboarding, faster listing activation, and synchronized personnel records across systems.
| Criteria | signNow (Recommended) | Close CRM | Feature | Availability |
|---|---|---|
| Native eSignature | ||
| Template Library | Limited | |
| Bulk Send capability | ||
| Document audit trail | Partial |
7 years
Daily snapshots
30 days post-sign
Immediate freeze
Admin-only retrieval
| Pricing model | Subscription per user, tiered | Subscription per user, tiered CRM | Subscription per user, envelope options | Per-agent subscription, real-estate focused | Subscription per user, tiered |
|---|---|---|---|---|---|
| E-sign included | Included | Not native, via integration | Included | Included | Included |
| Per-user billing | Yes | Yes | Yes | Yes | Yes |
| Real estate features | Generic eSign tools, integrations | CRM and deal workflows | Broad enterprise eSign features | MLS and listing workflows | Document analytics and templates |
| Integration ease | Native API and Zapier | Native CRM features | Wide ecosystem | Designed for agents | API and integrations |
| Team discounts and tiers | Volume discounts available | Account-based pricing | Enterprise discounts | Brokerage pricing tiers | Volume and enterprise plans |