Good document management means you can find any document in seconds and your files are always ready for compliance review.
Use folders
Create a consistent folder structure across your deals:
Suggested 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
You can create folders manually or ask Homie:
“Create folders for Contracts, Disclosures, Inspection, and Closing”
Fill deal data first, then draft documents
If you enter your deal data (contacts, dates, financials) before drafting documents, you can use autofill to populate document fields from existing data. This prevents typos and saves time.
Recommended workflow:
- Create the deal
- Fill in key deal data — buyer, seller, agents, price, dates
- Draft your documents
- Autofill from deal data
- 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.
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
If a signer is taking too long, use the Send Reminder feature or ask Homie to nudge them.
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”
Name uploaded documents clearly. “Buyer_Smith_Inspection_Report.pdf” is much more useful than “scan001.pdf” when you need to find it later.
