How to Send Contracts Seamlessly Using the AgentMoves Documents & Contracts Tab

Please click the link here for the full video tutorial:

If you’ve ever wasted an afternoon chasing signatures or digging through email threads for “the latest version,” you’re not alone. But with AgentMoves, you can send, sign, and complete your contracts—all from one clean, automated system.

This step-by-step guide walks you through how to use the Documents & Contracts tab for smooth, organized send-outs that save you time.

Step 1: Access the Payments Section

• Log in to your AgentMoves sub-account.

• Navigate to Payments.

• Open Documents & Contracts.

This keeps everything related to transactions in one place—no more toggling between apps or losing track of files.

Step 2: Select the Template

• Click on Templates.

• Choose “Your agreement instead.”

• On the right side of the selected template, click the three small dots (⋮).

• Select “Use Template.”

AgentMoves keeps your templates consistent and professional so every contract aligns with your brand and process.

Step 3: Assign Recipients

• In the top left corner, click the Person Icon (Recipients).

• Add the Seller as the Primary Contact.

• Add the Listing Agent as the Secondary Signer.

• Click Send.

No confusion. No missing signatures. Every contract routes exactly where it should.

Step 4: Fill in Contract Details

• Enter accurate information into the contract fields.

• Double-check all entries for correctness and completeness before sending.

Pro Tip: Accuracy saves you hours of follow-up and eliminates back-and-forth corrections that slow closings.

Important Notes

Always verify recipient's email addresses before sending. Once all parties sign, the document is automatically marked as Complete. Both the Seller and Listing Agent receive instant copies.

Your contracts are done, delivered, and documented without the usual stress.

Why This Matters

System > Scramble.

With AgentMoves, every send-out isn’t just faster—it’s smarter. You’re not reacting; you’re running a streamlined, client-ready process that builds trust and saves time.

Whether you’re managing 5 listings or 50, your workflows should feel like a luxury service, not a manual scramble.

Final Takeaway

The best agents don’t just close deals; they master their systems. AgentMoves gives you the automation, clarity, and brand consistency you need to look—and operate—like the CEO of your business.

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