Once a customer agrees verbally, the next two documents are the LOA (Letter of Authorization, which lets you talk to their current REP) and the REP contract itself. Both go through DocuSeal e-signature, embedded inside Broker Forge.
Step-by-step
Open the contracts page
From a customer record, click Send contract, or go to Contracts and click New contract. You can also see all in-flight contracts at Contracts → In flight.
Pick a template
Templates live at Contracts → Templates. The standard set includes an LOA, a generic REP service agreement, and any REP-specific templates your admin has uploaded.
Template picker — search by REP or document type. Confirm the recipient
The signer details auto-fill from the customer record — legal name, signing contact email, service address, ESI ID. Verify each one. The most common rejection reason is a typo in the legal name or a wrong ESI ID.
Recipient details — every field auto-filled from the customer record, every field editable. Send
Click Send for signature. The customer gets an email from DocuSeal with a link to the document. The contract appears on the in-flight page with status
sent.Send confirmation — customer's email is shown, plus a copy-link option for direct delivery via text. Track and chase
The in-flight view shows status (
sent,viewed,signed,declined), the time of the last event, and a one-click reminder button. After three days without movement, the platform suggests a reminder automatically.In-flight tracking — color-coded by stage, sortable by last activity.
What happens after signing
DocuSeal returns the signed PDF to the platform. It's stored automatically in Documents, linked back to the customer record, and the related pipeline card advances to the next stage.
For REP contracts specifically, you'll still need to upload the signed contract to the REP's broker portal — that part isn't automated for every REP yet.
Tips & gotchas
DocuSeal will send anything. The REP will reject anything where the legal name on the LOA doesn't exactly match the entity on the bill. Copy-paste from a bill PDF when in doubt; "Inc.", "Inc", and "Incorporated" are not interchangeable.
Reduces customer fatigue. Most signers will sign both in one sitting if presented together. Use the Bundle option on the send screen.
If a customer declines, DocuSeal captures the reason. It appears on the contract record and on the customer activity log — useful for sales coaching when a deal goes sideways.