Running a real estate small or medium-sized business is fast-paced and demanding. Between managing listings, coordinating showings, negotiating offers, and keeping clients happy, paperwork can easily pile up and slow everything down. Lease agreements, purchase contracts, disclosures, inspection reports, and closing documents stack up quickly, creating bottlenecks that can delay deals. Fortunately, HubSign provides a solution that keeps your business moving while eliminating the hassle of paper-based workflows.
HubSign is a digital signature and document workflow platform designed for busy real estate professionals. With HubSign, you can streamline document management, close deals faster, and maintain professional, legally compliant records. The best part is that setting it up takes just 10 minutes.
This guide will walk you through a complete HubSign setup for real estate SMBs. By the end, you’ll be ready to handle contracts efficiently, impress your clients, and free your team from tedious paperwork.
Why Real Estate SMBs Need HubSign
Real estate transactions involve a high volume of time-sensitive documents. Any delay in signatures or misplaced forms can cost deals and revenue. HubSign addresses these challenges by enabling real estate SMBs to:
- Send listing agreements, offers, leases, and closing documents for electronic signature
- Track document status in real time with instant notifications
- Reduce errors from manual handling and incomplete forms
- Store all signed documents securely in the cloud
By digitizing workflows, HubSign allows teams to work remotely, manage multiple transactions simultaneously, and ensure compliance with disclosure and legal requirements. Real estate SMBs benefit from faster turnaround, fewer errors, and smoother client experiences.
Step 1: Sign Up and Verify Your Account
Creating your HubSign account is simple. Use your business email to register and choose a strong password. Once your account is created, verify your email to activate your profile. This step ensures your account is secure and ready to handle sensitive real estate documents.
When you first log in, take a moment to explore the dashboard. HubSign offers a clean, intuitive interface where you can access document management, workflow setup, templates, and contact lists. Familiarizing yourself with these sections early will save time when sending documents for signature.
Step 2: Import Your Contacts
HubSign works best when your clients, tenants, buyers, sellers, and agents are in the system. You can upload a CSV file or add contacts manually. Organize them into categories such as buyers, sellers, or tenants to streamline sending documents.
Tagging contacts by deal stage, such as leads, active deals, or closed transactions, makes it easier to automate workflows and send reminders. HubSign integrates with HubSpot and other CRMs to keep your document processes connected to your client management tools.
Step 3: Upload Your Documents
Next, upload frequently used documents such as purchase agreements, lease contracts, disclosures, and inspection reports. HubSign supports PDFs, Word documents, and templates.
You can add signature fields, initials, and date fields, and save commonly used forms as templates. Pre-filling templates with client and property information saves time and reduces the risk of errors. This is particularly valuable for SMBs handling multiple transactions at once.
Step 4: Set Up Signing Workflows
HubSign’s workflow automation ensures documents move seamlessly through the signing process. You can define the signing order, set reminders for clients who have not signed, and add expiration dates for time-sensitive documents.
Automated workflows reduce errors, eliminate delays, and keep deals moving efficiently. For real estate SMBs, pre-setting workflows for standard transactions can save hours each week.
Step 5: Send Documents for Signature
Sending documents is simple. Select a template or document, choose recipients, and click send. HubSign notifies recipients by email or text, and they can sign securely on any device.
Real-time tracking shows you exactly who has signed and who still needs to, reducing follow-up calls and ensuring deals stay on schedule.
Step 6: Manage and Store Documents Securely
After documents are signed, HubSign stores them safely in the cloud. All documents are organized by property, deal stage, or client, making retrieval easy. This eliminates the need for filing cabinets and reduces administrative overhead.
For real estate SMBs, this organization is essential. You can instantly provide copies to clients, attorneys, or regulatory bodies without digging through piles of paper.
Step 7: Automate and Scale
Once your HubSign setup is complete, you can explore automation features. Integrate HubSign with your CRM or email marketing tools to automate routine tasks such as reminders, follow-ups, and deal updates.
Automation saves time, reduces errors, and allows SMBs to scale operations without adding staff. Digitized workflows also ensure consistency and compliance, keeping your business professional and reliable.
The Results
Real estate teams using HubSign can expect measurable benefits:
- Faster document turnaround
- Fewer document errors
- More on-time closings
By digitizing and automating document workflows, HubSign empowers real estate SMBs to close deals faster, improve client satisfaction, and operate more efficiently.
Conclusion
Setting up HubSign for your real estate SMB takes just 10 minutes, but the impact can be transformative. From speeding up transactions and reducing paperwork errors to maintaining compliance and improving client experiences, HubSign helps small and medium-sized real estate businesses operate smarter.
Stop losing time to paperwork. Streamline your document workflows, impress your clients, and scale your operations with HubSign today.
