Quick start

Documentation Index

Fetch the complete documentation index at: https://docs.oun.homes/llms.txt

Use this file to discover all available pages before exploring further.

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Starting a Deal And Drafting Contracts

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Step 1: Accept your invitation

1. You’ll receive an invitation email from your admin
2. Click the link to accept the invitation
3. If you don’t have an Oun account yet, click Sign Up to create one with your email and password
4. Complete the onboarding wizard — you’ll enter your personal info, role (Agent or Broker), license details, and state

Once complete, you’ll land on your deals dashboard.

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Step 2: Create your first deal

1. From the Deals dashboard, click New Deal
2. Enter the transaction name
3. Choose your transaction type: Purchase, Listing for Sale, Lease, Listing for Lease, or Other
4. Click Create Deal

Optional: Assign a checklist You’ll land on the documents page for your new deal.

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Step 3: Add a document

You have two options: Ask Homie

1. Open the Homie chat from your deal
2. Ask: “Draft a purchase agreement”
3. Homie creates the document from your state-specific template
4. You can also upload documents via the chat

Manual upload

1. In any folder, click the + icon
2. Choose whether to upload an existing document or draft from the templates menu
3. The document appears in your deal’s document list

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Step 4: Edit document fields

Ask Homie

1. Review the document Homie drafted
2. Request edits to the document via the chat

Manual editing

1. Click on a document to open the PDF editor
2. Click any field to fill it in — buyer name, closing date, price, etc.
3. Click Save when you’re done

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Step 5: Send for signatures

You have two options: Send a single document via the pdf editor

1. In the PDF editor, click Send for Signatures
2. Assign signers to each role (buyer, seller, etc.)
3. Confirm and send

Send multiple documents at once

1. In the documents view, select all the documents you want to send in a single envelope
2. Confirm and send

Recipients get an email from DocuSign and can sign from any device.

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What’s next