Good document management means you can find any document in seconds and your files are always ready for compliance review.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.
Use folders
Create a consistent folder structure across your deals: Example folders:- Contracts — purchase agreement, amendments, addenda
- Disclosures — seller’s disclosure, lead paint, property condition
- Inspection — inspection report, repair requests, repair responses
- Closing — closing disclosure, settlement statement, final walkthrough
- Miscellaneous — anything that doesn’t fit the above
“Create folders for Contracts, Disclosures, Inspection, and Closing”
Fill deal data first, then draft documents
Filling out your deal data before drafting documents maximizes accuracy and ease of use. Additionally, this prevents typos and saves time. Recommended workflow:- Create the deal
- Fill in key deal data — buyer, seller, agents, price, dates
- Draft your documents
- Review and fill any remaining fields
Send for signatures in batches
When multiple documents need signatures from the same parties, select them all and send as a single envelope. Recipients receive one email instead of several, which means faster turnaround.Homie defaults to sending all documents requested for signing in one envelope.
Sync early and often
If you’re using SkySlope:- Enable auto-sync for documents on the deal (it’s on by default)
- After any significant document change, do a manual sync for immediate updates
- Always sync before a compliance review or checklist audit
Keep track of signature status
After sending for signatures, monitor the status:- Sent — waiting for the recipient to open
- Delivered — they’ve opened it but haven’t signed
- Completed — signed and done
Use Homie for bulk operations
Instead of clicking through each document:- “Move all the closing documents into the Closing folder”
- “Send the purchase agreement and addendum for signatures”
- “Sync all documents to SkySlope”