Meet Our Panel
The Best App for Storing, Signing & Sending Documents
Cartavi appears to be the greatest app since Dropbox, because it does so much more than just store documents – almost our entire panel couldn’t stop singing its praises. In terms of both apps and software, Cartavi appears to be No. 1 across the board.
But Dropbox still gets praise, too. “I love Dropbox more than any other storage software/app because it has become a storage hub for other software/apps,” Hata says. “DocuSign and DocuSign Ink, SignMyPad – they all have the same ‘sign and send’ functionality using Dropbox as a hub. I used them all and based what I used with what my clients were comfortable with using.”
Pros: Cartavi has a feature called “Transaction Rooms” which enables for quick access and storage of documents to everyone involved in a transaction. “My Docs” ensures private storage for secure documents, and there are different permissions to allow who in your network can see what.
Cartavi also auto-pulls from documents to send out contracts, addendums and other forms to different parties. “You can send a client a contract, along with title and mortgage forms,” Wise says. “There are no multiple emails, no scanning and no saving.”
In each transaction room, clients can electronically sign and send back documents because Cartavi is integrated with DocuSign. Compatible with smartphone or tablet use, “it has a slick interface and is a great communication tool for clients,” Lobb says. “You can easily share documents with anyone in your Cartavi network, or even through email or fax.”
Cons: Free accounts are available, but have some constraints: they can only secure 1 GB of storage, have only three Transaction Rooms available, won’t allow inbound or outbound faxing of documents, can’t archive documents in a Transaction Room and do not integrate e-signature verification or DocuSign.
PRICE: Free, but Basic bundle starts at $10 per month, or $99 per year.
Where to Buy: www.cartavi.com/plans
Runner Up: DocuSign Ink
Cartavi is integrated with DocuSign Ink so the two can work together, so if you’re a DocuSign Ink fan, there’s no excuse to not use Cartavi on some level; but, DocuSign Ink still stores and sends signed contracts, addendums and forms and allows e-signatures. In addition, this program is free at first (see our price section), so agents can test it out first.
Pros: This is a free app that allows users to sign documents on mobile devices; from PDFs, to Microsoft Office documents, to image files, to faxes, DocuSign Ink converts just about any computing file (users can even download files from data clouds, such as email servers, Google Docs and Dropbox) and allows for legally-binding signing anywhere, thereby eliminating printing, faxing, shipping and scanning of paper documents.
Signers can provide their documents via upload, and place tags for signers can be made on each document for where to sign. Agents can set the sequence of signing and set reminders and expirations for each form.
Cons: Though free, there is a bit of a catch to DocuSign Ink’s pricing; the first five documents you send are free, but after that, you will need to purchase document credits using an in-app purchase feature. Some reviews have also noted a performance lag, but nothing that inhibits the app’s performance.
PRICE: The first five documents sent out are free. After that, pay 99 cents for a single, $4.95 for a five-pack and $9.90 for a 10-pack.
Where to Buy: www.docusign.com/industries/real-estate
Runner Up: DotLoop
DotLoop’s CEO, Austin Allison, was the winner of the 2012 Innovators of the Year award for Inman, which is promising for this app’s technology. DotLoop collaborates with the clients you want to be in the loop – buyers, sellers and attorneys, for example – but has high-level security features that separate permissions into sections for who signs what and who sees what, all in the cloud. So, you could separate different clients and attorneys by transaction, or whatever you choose. This app provides paperless documentation from signing of contract to close, and there is also a mobile version.
Pros: A streamlining program its developers label “Revolutionomics,” DotLoop greatly simplifies the real estate process by consolidating all the various contracts and documents into one single, up-to-date document that is accessible at anytime online. So, whenever there are changes during negotiations or to specific terms of the deal, that single document is all that needs to change – and it can all be done for free, at no charge to the agents or clients.
Cons: What’s not free, though, is unlimited phone support and document storage, which come with a $20-a-month fee; additional features for task and business management are also only available in the paid version.
PRICE: DotLoop has free accounts, and premium accounts start at $20 per month per agent.
Where to Buy: www.dotloop.com/pricing