> ## 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.

# Quick start

> Create your account, set up your first deal, and get documents moving — all in under 5 minutes.

## Starting a Deal And Drafting Contracts

<iframe src="https://www.loom.com/embed/69b9837a5cc947dca57e47c1d3255d41" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

<Warning>
  Video not loading? Watch it by following this [link](https://www.loom.com/share/69b9837a5cc947dca57e47c1d3255d41)
</Warning>

## 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.

<Note>
  Invite links expire after 7 days. Contact your admin for a new link if you haven't signed up by this time.
</Note>

## 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.

<Tip>
  If you have SkySlope connected, you can link an existing SkySlope transaction during deal creation instead of starting from scratch.
</Tip>

## 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

## 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

## 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

<Tip>
  Or ask Homie: *"Can you send the purchase agreement and financing addendum for signatures?"*
</Tip>

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

## What's next

<CardGroup cols={2}>
  <Card icon="database" href="/deals/managing-deal-data" title="Managing deal data">
    Fill in contacts, dates, and financials for your deal.
  </Card>

  <Card icon="robot" href="/homie-ai/what-homie-can-do" title="What Homie can do">
    Learn everything Homie can help you with.
  </Card>
</CardGroup>
