How DealSign works

DealSign is the fastest way for real estate investors to create, send, and sign offers. You go from a deal to a signed purchase agreement in minutes — without leaving DealSherpa.

The core flow is always the same: create an offer, send it for signature, and track it to completion. This guide walks through each step.

The first time you open DealSign, pick a plan: start a free 7-day trial (no credit card) or go straight to Team. Your trial gives you everything, unlimited, for 7 days.

After the trial, keep going for $4.99/month or $48/year on Solo — or $9.99/month for Team with up to 4 seats.

Click ✦ Create Offer from any property, or start fresh from the DealSign home. Describe your terms in plain English — “Cash offer, $5,000 EMD, close in 14 days, as-is, inspection waived” — and the AI Offer Assistant fills the REIN Standard Purchase Agreement for you.

You then walk a guided review: DealSign scrolls to each field that needs your eyes, shows the live value on the contract, and lets you edit inline. Legally-meaningful fields you can't know are left blank and flagged, never guessed.

Add your recipients — you start with just the Buyer, and add the Seller or agents with one tap. Each recipient gets a secure, private signing link tied to their own token.

Signature, initial, and date fields are auto-placed for every recipient — initials on every page, signatures on the signature page — so you don't drag a single field. Prefer to place them yourself? Use “Place Fields & Sign” for the full editor.

Recipients open their link, agree to sign electronically, and adopt a signature (typed, drawn, or uploaded). DealSign auto-scrolls them field to field and won't let them finish until every required field is signed.

No account required for signers. It works on mobile, and the page always shows exactly what's left before they can complete.

Every envelope shows its status — sent, viewed, signed, completed — so you always know who still needs to act. You can resend, void, or discard from the envelope menu.

Each completed document carries a tamper-evident audit trail: a timestamped history of when it was sent, first viewed, consented to, and signed, along with the signer's IP address. See the Trust Center for the full security picture.

Send the same kind of agreement often? Save it as a template so your terms, recipients, and fields are ready to go — then reuse it in a couple of clicks instead of drafting from scratch.

On the Team plan you can invite up to 4 teammates. They accept an emailed invite, join your team, and work under your subscription — no separate trial or payment for them.