DirectREI has built-in e-signatures: upload a purchase agreement, drag the signature fields onto it, and send it. Your seller taps a link and signs on their phone at directrei.com/sign — no account, no app, no third-party site. The sealed, court-admissible PDF lands back in your CRM automatically.
Sending a document (from scratch)
- Open a contact (or a deal) and pick ✍️ Send for signature — it's in the contact's ⋯ menu, the Documents section, and the deal modal's E-sign button.
- Upload a document — PDF, Word, or an image. Up to 4 files, 10 MB total.
- Confirm the signers. The contact is prefilled; add anyone else — co-seller, spouse, your cash buyer. A signer without an email can still sign via text link or in person.
- Place the fields — the editor opens right in the app. Drag Signature, Initials, Date, and Text boxes onto the document for each signer. (This step needs a desktop or tablet screen; everything else works on a phone.)
- Review & send — you'll see exactly what it costs before anything happens (see pricing below).
Delivering the signing links
After you send, every signer gets their own link — live immediately, no signing order. For each signer choose:
- 📱 Text it — prefills a text with the link (goes out through your connected numbers, threads into the conversation). A signing-link text never counts as a campaign message and never starts a campaign's follow-ups.
- ✉️ Email it — prefills an email from your own mailbox.
- 🔗 Copy link — paste it anywhere: a DM, WhatsApp, wherever the lead actually responds.
- ✍️ Sign in person — opens the signing screen right there in the app. Hand them your phone or laptop at the kitchen table.
Templates — build once, reuse forever
If you send the same purchase agreement over and over, make it a template: Send for signature → Use a template → Manage templates. Upload the contract once, name the signer roles (Seller, Buyer, …), and place the fields once. A template must have its fields placed and saved before you can use it — the list shows Ready vs Needs fields.
Auto-fill from your CRM: name the template's text fields things like seller_name, property_address, price, legal_description, emv, parcel_id, or closing_date and DirectREI fills them from the linked contact, deal, and property every time you use the template. Pick the template for any lead, map each role to a real person, and the contract comes out pre-typed.
Let an automation send it for you
Templates also power automations (Tasks → Automations): the Create a contract draft (e-sign) action builds a prefilled contract whenever a rule fires — for example when a deal moves to Under Contract. By default it waits in Documents for you to review and send. Tick Send automatically on that action and it's sent with no human step: each signer's link goes out by text, email, or both (your pick per signer role, defaulting to whatever they have on file), charged exactly like a manual send, and never twice for the same deal. Texts respect opt-outs, Do-Not-Call and litigator flags, and your texting hours. If anything stops a safe send — an unfinished template, a signer you can't reach, not enough credits — it stays a draft, the deal is flagged with the reason, and you're emailed. See Automations — rules that do the follow-up for you for the details.
Tracking, canceling, and the signed PDF
- Every document shows a live status chip in the contact/deal Documents section: Out for signature → Viewed → Partially signed → Completed.
- Cancel any in-flight document (wrong number, wrong price — cancel and re-create). Canceling kills every outstanding link instantly. No refund on canceled sends.
- If a signer declines (their reason is shown) or a document expires, the contact gets flagged for attention so it can't slip by.
- On completion the sealed PDF — with the full audit trail (names, emails, IPs, timestamps) — is archived to your account automatically. View signed PDF opens it any time.
What it costs
- E-signatures work on every plan. Paid plans include free documents each month — Starter 3 · Pro 10 · Scale 25 — and Free is pure pay-per-use.
- Past your included docs (or from the very first document on Free), each send is $0.89 from your prepaid credit balance (the same credits used for other overages).
- One send = one document, no matter how many files or signers are in it. You're charged when you send — drafts and templates are free. An automation that sends a contract for you is charged the same way.
- No refunds once sent — declined, expired, and canceled documents stay charged.
What e-sign is for (and not for)
E-signatures are legally valid for the contracts investors actually send — purchase agreements, assignment contracts, LOIs, disclosures — under the federal ESIGN Act and UETA.