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Get the big picture with the new Broker Dashboard

The new Broker Dashboard from DocuSign gives you and your management team (associate brokers, managers, transaction coordinators, and administrative staff) a more complete overview of transaction activity and agent performance across your entire operation.

DocuSign for Real Estate PLUS, Broker Edition is an innovative system that provides you with an easier way to manage and monitor your brokerage’s transactions.

Easy to measure
The Broker Dashboard puts all of your company’s key information right at your fingertips. Track and compare the status of all your transactions across regions and offices, and measure the data over specific timeframes.

Transactions Approved
Quickly view the number of transactions that have been approved and closed across your brokerage. You can use the view filters to compare and measure against past activity.

New Listings
View the total number of new and active listings your team adds to Transaction Rooms. All of the listing prices are combined so you can see the total expected volume.

Transactions Expired
Keep track of the total number of transactions that have expired over a given timeframe.

Transactions Lost
See the number of deals that have been lost.

Performance Rankings
The Performance Ranking panel allows you to quickly see who your top-producing agents are. Use the filters above the listing to view specific information related to performance, and compare that data to other agents or offices within your brokerage.

The side panels in the Broker Dashboard provide you with a look at what’s happening in your brokerage today, as well as quick access to your company settings. 

Daily Activity
The Daily Activity panel gets you up to speed on new changes across all transactions.

Company Admin
The Company Admin panel displays the number of regions, offices, agents, and managers associated with your account. Click any item to view more details.

If you’re already a customer, log in today to explore the new Broker Dashboard. I think you’ll enjoy discovering everything it has to offer.

If you’re interested in learning more about how DocuSign for Real Estate PLUS, Broker Edition can help your organization, please click here to contact a sales representative.


Paul Koziarz


Paul Koziarz is the Director of Product Marketing for Transaction Rooms at DocuSign, and co-founder of Cartavi (acquired by DocuSign). He continues to work with real estate professionals, and is also focused on expanding our Transaction Rooms solution to serve other key industries. Connect with Paul on Twitter or on LinkedIn.

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