For HighLevel platforms serving real estate

DocuSign for real estate, inside HighLevel — agreements signed faster.

Your real estate customers live in your CRM — but to chase a DocuSign signature, they leave it. We embed live envelope status, a stall worklist, and one-tap follow-up right inside your white-labeled HighLevel platform. Fully your brand, with nothing for you to build.

Embedded inside your CRM
Coastal Realty · HighLevel
CR
Coastal RealtyWorkspace
Dashboard
Contacts
Conversations
Opportunities
Calendars
Payments
Automation
Installed app
DocuSign Integration
6
Contact Details 1 / 12
JHJohn Henderson
Owner
Yvette Andersson
Tags
BuyerReal estate
Email
john.henderson@…
Phone
(415) 555-0142
Contact source
Referral
John Henderson
Hi John — just sent over the buyer rep for 412 Marina Bay. Take a look when you can.
Thanks Yvette. Reviewing it now — I may have a question on the commission section.
Today · 2:14 PM
Of course — happy to walk through it.
DocuSign Integration3 agreements
Buyer Representation Agreement
Viewed 4× · last 2h ago
Stalled 2d
JH
John Henderson HOLDING
Signer
YA
Yvette Andersson
Counter-signer
SentJun 10Delivered2d agoViewed2h agoSignedCompleted
AI Read
Viewed repeatedly without signing — likely a question on terms. Try a call.
Copy linkView in DocuSign
Show activity trail · 7 events
Referral Agreement
Viewed · 6h ago
Viewed
Listing Agreement
Completed · 2 days ago
Completed
1
Shown inside a standard HighLevel contact. In production it's embedded in your platform and matched to your brand — your colors, your name, your icons — so your customers see your product, not ours.

What is DocuSign for real estate on HighLevel?

DocuSign for real estate by LC Bridge brings DocuSign e-signatures into the HighLevel (GoHighLevel) CRM for real estate teams. Send listing agreements, buyer representation, and disclosure packets straight from your workflows, auto-fill them from the contact record, and track live signing status on every deal — so your agents close without leaving the platform. It installs white-labeled inside your sub-account, with no code. See also DocuSign for insurance and the DocuSign integration overview.

Your customers are chasing signatures outside your CRM.

Every agency on your platform runs on DocuSign — but the moment they send one, they tab out of your CRM to check "did they sign yet?" It's the gap your customers feel every day, and the one thing a white-labeled HighLevel platform can't show them natively. The signing isn't the hard part. The chasing is — and right now it happens outside your product.

Your customers leave your CRM
To check a signature, they tab out to DocuSign — time spent outside the product you want them living in.
A blind spot in your platform
HighLevel can't surface DocuSign envelope status on its own, so your CRM has a gap your customers run into daily.
A reason to look elsewhere
Every workflow that happens outside your platform is a crack a competitor's add-on can pry open.
How it works

See it. Chase it. Close it.

Three steps that turn "sent" into "signed" for your customers — chasing from a single worklist or right on the contact, every step inside your platform.

1See it 2Chase it 3Close it
01 — SEE IT

Every agreement, live on the contact.

Sent, viewed, signed — DocuSign status shows up on the HighLevel contact in real time, with the full signing timeline, who's holding it up, and an AI read of what's going on.

Real-time status, right where your customers already work
The full timeline and signer status on every agreement
On the contact · John Henderson
Buyer Representation Agreement
Viewed 4× · last 2h ago
Stalled 2d
JH
John Henderson HOLDING
Signer
YA
Yvette Andersson
Counter-signer
SentJun 10Delivered2d agoViewed2h agoSignedCompleted
AI Read
Viewed repeatedly without signing — likely a question on terms. Try a call.
02 — CHASE IT

Two places to chase. One source of truth.

Every stalled agreement shows up in both — so your customers can sweep a whole worklist at once, or act on a single deal right from the contact record.

1The worklist· sweep everything stuck
DocuSign Integration · Worklist
WorklistAll agreementsReview queueSettings
Needs attention 6All agreements 19
AI Summary
6 agreements need attention. 3 were viewed without signing, 2 were never opened, 1 expires tomorrow. About $123,000 in pipeline is waiting on a signature.
Sorted by AI priority6 to act on
Viewed, not signed 3
JH
John Henderson
Buyer Representation Agreement · Viewed 4×
Viewed repeatedly without signing — likely a question on terms. Try a call.
2dNudge
Sent, not opened 2
DO
David Okafor
Purchase Agreement · Not opened yet
Sent 2 days ago and never opened. A text usually gets a faster open than another email.
2dNudge
Showing 2 of 6 · View all
2On the contact· act on one deal in context
On the contact · John Henderson
Buyer Representation Agreement
Viewed 4× · last 2h ago
Stalled 2d
AI Read
Viewed repeatedly without signing — likely a question on terms. Try a call.
Copy linkView in DocuSign

Open any contact and the stalled agreement is right there — with the same AI read and the reminder one tap away, next to the conversation.

03 — CLOSE IT

Close it in one tap — from either place.

Tap "Nudge" in the worklist or "Send reminder" on the contact — either way, AI drafts a reminder that sends from your own number and logs to the conversation. The buyer hears from you, not a DocuSign address.

Sent from your brand and your number
Drafted by AI, logged to the contact's conversation
Send reminder — John Henderson
Reminder to John Henderson · Buyer Representation Agreement · stalled 2 days
Drafted by AI
Hi John — just circling back on the buyer representation agreement for 412 Marina Bay. Happy to walk through the commission section if any of it is unclear. Takes about two minutes to sign.
From: Coastal Realty · (415) 555-0142 · logged to conversation
Send reminder
Sent via SMS
Fully white-labeled

It looks like you built it.

Your brand is everything — so this isn't a third-party app bolted onto your platform. We work with you to match your colors, type, naming, and icons, so it feels like a native part of your white-labeled CRM. Your customers see your product, start to finish.

Northbound
Listing Agreement
Viewed 4×
Stalled 2d
Send reminder
Cadence
Engagement Letter
Viewed 4×
Stalled 2d
Send reminder
Beacon
Service Agreement
Viewed 4×
Stalled 2d
Send reminder
Example brand themes — in production, it's matched to yours.
Your colors & fonts
Your product name
Your icon & launcher
No third-party branding, anywhere your customers look
Built for automation

Turn every signing event into a HighLevel workflow.

Every status change fires a native HighLevel trigger — so your customers can automate what happens next inside the workflows your platform already runs.

Agreement signed
Advance the opportunity, kick off onboarding, and notify the team.
Agreement stalled
Auto-start a follow-up sequence once it sits unsigned too long.
Agreement declined
Create a task and alert the deal owner right away.
Agreement viewed
Flag engaged buyers so an agent can call while it's hot.
Agreement sent
Tag the contact and begin a 'waiting on signature' nurture.
Agreement expired
Re-send or re-engage before the lead goes cold.
Every trigger is native to HighLevel — so they slot straight into the workflows and snapshots your platform already ships. No Zapier in the middle.
Why this

Not a Zap. Not a swap.

Why your customers can't solve this themselves — and why it belongs in your platform.

Zapier & middleware

A Zap fires once and vanishes — no status on the contact, no worklist, no way to nudge. And it pushes your customers into a third tool, out of your platform.

Switching off DocuSign

Your customers' carriers, brokers, and clients already run on DocuSign. Asking them to re-paper onto another tool is a non-starter — and not something your platform should force.

DocuSign, embedded in your platform

Your customers keep DocuSign exactly as they use it today. You just give them the visibility and chase loop inside your CRM — embedded, branded as yours, with nothing for them (or you) to rebuild.

The roadmap

Everything that's live — and what's coming next.

Seeing and chasing signatures is the most expensive daily pain your customers feel — so that's where we started. It's live in your platform today, with more capabilities shipping soon.

Live
Real-time DocuSign status on every contact
The stall worklist with AI reads
One-tap reminders from your number
Native HighLevel workflow triggers
Live
Send agreements right from the contact
Reusable templates & field mapping
Signed data written back into HighLevel fields
Bulk send to a whole list
Coming soon
Embedded signing inside your funnels
Collect payments at signing
ID verification for high-stakes documents
Agency-wide template library
Live in your platform today. We ship new capabilities continuously.
Pricing

Simple pricing, per active sub-account.

One simple rate per active sub-account — and you decide how it's packaged for your customers.

White-label
DocuSign Integration
$14/ mo per active sub-account
One flat rate, the same whether you run one location or a hundred.
Real-time DocuSign status on every contact
Daily "needs attention" worklist with AI reads
One-tap reminders from your own number
Auto-import — connect once, no setup
Book a call

Package it however fits your platform.

You pay $14 per active sub-account. How you package it for your customers is up to you: bundle it into a plan, sell it as a paid add-on, or include it in a premium tier.

We'll work out the model that fits your platform — per-seat wholesale, a flat license, or revenue share. Let's figure it out together.

Get DocuSign live inside your platform.

A quick, no-pressure call to see if it's a fit — and to hear what your customers need next. We connect your existing DocuSign account, map your first template with you, and you go live in your white-labeled platform, usually the same week.

Real-time DocuSign status on the contact record
Fully white-labeled to match your platform
$14 per active sub-account — one flat rate
A direct line to the founders

Grab a time with us

A quick, no-pressure call to see if it's a fit — and to hear what your customers need next.