Documents and signatures
The transaction needs organization. The documents need your review.
Keep documents with the transaction and review the signature workflows available to your account. Work with forms authorized for your brokerage and check the content before sending.
Work with the documents you are authorized to use
Available forms depend on the account, brokerage permissions and applicable licenses. A document available to one brokerage is not automatically authorized for another.
Review the people, content and fields
In enabled workflows, prepare signers, signatures, initials and dates. Check information and recipients before approving a signature request. AI use on documents requires specific authorization.
Check the status and keep the context
Follow signer status and keep documents with the transaction. Cosmic provides working tools; decisions about content and compliance should be reviewed with the broker and appropriate professionals.
Ask about availability and permissions ↗