SimplyAgree

SimplyAgree is a signature and closing management platform designed for transactional attorneys, streamlining the closing process and enhancing client experiences. It's key features include:

Signature Packets
SimplyAgree automates the creation of customized signature packets for each signer, accommodating both handwritten and electronic signatures. The platform's workflow allows for the inclusion of cover pages, multiple copies, and supports scalability from a few signers to hundreds. This automation significantly reduces the time required to prepare signature packets. ​

Closing Books
The platform enables the delivery of fully executed closing books at the time of closing, eliminating the traditional delays associated with post-closing compilation. This immediate delivery enhances client satisfaction and reduces write-offs related to post-closing work. ​

Document Compilation
SimplyAgree offers real-time document compilation, automatically updating drafts to execution versions while preserving signature pages and exhibits. The system manages versions, signature pages, and exhibits, simplifying the compilation process and reducing the reliance on manual PDF tools. ​

Signature Page Creation
With its InstaPage tool, SimplyAgree can automatically generate perfectly formatted signature pages within documents for every signer in seconds. This feature is particularly beneficial for transactions involving numerous signatories, streamlining the preparation process. ​

Electronic Signing
SimplyAgree's integrated electronic signing workflow is tailored to the closing process, allowing clients to sign documents from any device without the need for account creation. The platform supports flexible distribution, enabling the sending of signature packets alone or with full transaction documents, and allows for document version updates without restarting the signing process. ​

Exhibit Management
The platform provides intuitive exhibit management, linking exhibits to source documents so that changes to the original document automatically update the corresponding exhibits. SimplyAgree can also automate the inclusion of unsigned versions of transaction documents as exhibits to other documents, simplifying the management of complex exhibit structures.