📅 Weekly Training Recording
This training covered how to use OfferBolt’s built-in contract feature to generate, send, and manage seller agreements directly inside the platform. Tommy walked through how contracts auto-populate from the seller leads data, how to properly enter property and deal information, and how to send contracts for electronic signature without using third-party tools. The call also covered assignment vs. double closing strategies and how to manage team member account access.
🎯 What Was Covered
How to access contracts under Seller Tools → Contracts
Overview of available templates (Purchase Agreement, Assignment Agreement, JV Agreement, etc.)
How contracts auto-populate from lead and property information
Required fields for contracts (APN/Parcel Number, Legal Description, Purchase Price, EMD, Inspection Period, Closing Date)
Where to enter contract-related data inside the Lead → Property Info and Deal Information sections
How electronic signatures work (no account required for sellers)
How executed contracts are stored and downloaded for title/attorney submission
Assignment vs. double closing explanation and when to use each
How to manage additional users and toggle between accounts properly
🎥 Watch the Training
🤖 How This Training Helps
How do I send contracts directly inside OfferBolt?
Where do I enter APN and legal description for auto-population?
How does the electronic signature process work for sellers?
Do sellers need to create an account to sign contracts?
How do I structure EMD and inspection periods correctly?
What’s the difference between an assignment and a double closing?
How do I send contracts to title after execution?
How do I add a team member and allow them to toggle between accounts?
Why is my teammate receiving login verification codes?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Be sure to check back regularly for new feature walkthroughs and operational training sessions.