Make Document Filling and Signing a Breeze

Complete your Buyer Agreements, AVIDs, Seller Disclosures, and other forms in SECONDS with our custom DocuSign Form Automations.

Pre-Built Web Forms

Ready to Use

DealTrail gives you access to numerous Web Forms that you can readily purchase and use in a matter of minutes:

  • Buyer Representation Agreements

  • Listing Agreements

  • Purchase Agreements

  • AVIDs

  • And more

Made-to-Order

Option

Need a custom form that auto-populates your information and any custom language? We can help.

How It Works

Pick a Package (or Contact Us for a Custom Package)

Scroll down below to pick from our available packages, add any forms you may need, and click on Buy.

You may also contact us to make a custom package and we'll provide you with a quote

Provide Us With a Few Details

Once your order has been submitted, you will receive an email confirmation with a link to a survey where you fill out additional information for us to put in your Web Form package.

Forms are completed within 24-48 working hours.

Your Order Is Now Complete!

Once we've completed your order, you will receive an email with your web form file and instructions on how to install it to your DocuSign and activate it for use.

Easy-to-Use

Web Forms

Our forms are custom-made to make the document filling experience easier and understandable for you and your client.

  • Questionnaire-like workflow to help guide through filling out paperwork without getting confused by technical jargon

  • Reduced clutter through conditional fields

  • Form fields sync to the right places in the document

From Filling to Signing:

It's that easy.

Instantly send documents for signature once you’ve filled out your Web Form.

DocuSign’s secure eSignature platform ensures that your information and your client's data is safe.

Available Forms

More coming soon!

Buyer/Broker Agreement Package

  • Buyer/Broker Compensation Agreement (C.A.R. Form BRBC)

  • Standard Disclosures & Advisories (C.A.R. Forms AD, BIA, BCA, PRBS, CCPA)

Agent Visual Inspection Package

  • Fill out your AVID easier and quicker.

  • Mobile-compatible Web Forms so you can fill it out on the go

  • Get two Web Forms (Seller and Buyer AVID) for the price of one!

Seller Disclosures Package

  • Seller Property Questionnaire (CAR Form SPQ)

  • Transfer Disclosure Statement (CAR Form TDS)

  • Customize your package

FAQ

How do I install this product in my DocuSign account?

Installation instructions will be provided upon order's delivery (24-48 working hours after purchase). If you'd like, we can also install the product for you, for a small additional fee.

Can you automate forms that aren't in a package?

Yes, please contact us for a custom quote. We can automate most real estate forms and other documentation. You will need to submit a survey containing your forms and specific instructions.

Can I get a refund after purchasing a package?

At this time, refunds are not offered for Form Automation packages. Our team is dedicated to making sure your product works as intended. Please reach out to us if you face any issues.

How can I customize my documents case-by-case?

When forms are submitted, the SENDER receives the first version to approve and sign, allowing you to make custom edits on the files before sending to the client.

Hear From Our Clients

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Kevin Stewart

Los Angeles, CA

The Form Automations are a game changer in my business. I no longer have to open up ZipForms to send out Buyer/Broker Agreements or AVIDs. The forms are saved to my phone's home page, making it easy to fill out forms and get signatures on the go.

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Dolev Kadosh

Miami, FL


The DealTrail team created a special automation using AI for client follow up. I'm blown away by the product. My system runs on autopilot, bringing me new opportunities each week and keeping my sphere of influence up-to-date while i'm in the field.

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Dan Dilanian

Los Angeles, CA


DealTrail helped me prepare my real estate media company for sale. For over a year, Matan and the team improved my systems, created SOPS, and helped me position my company. With their efforts, I was able to find multiple buyers and ended up closing the deal with one of them last fall. Thank you guys!

Contact Us

At DealTrail, our mission is to improve the lives of

Real Estate Professionals by developing game-changing features, offering elevated done-for-you services, and providing excellent customer service to all of our customers. We take pride in our work and hope you take the time to connect with us.

Welcome to the DealTrail family!

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