Agile Computing Authors: William Schmarzo, Liz McMillan, Carmen Gonzalez, Jim Kaskade, Lori MacVittie

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Get the big picture with the new Broker Dashboard


The new Broker Dashboard from DocuSign gives you and your management team (associate brokers, managers, transaction coordinators, and administrative staff) a more complete overview of transaction activity and agent performance across your entire operation.


DocuSign for Real Estate PLUS, Broker Edition is an innovative system that provides you with an easier way to manage and monitor your brokerage’s transactions.


Easy to measure

The Broker Dashboard puts all of your company’s key information right at your fingertips. Track and compare the status of all your transactions across regions and offices, and measure the data over specific timeframes.


Transactions Approved
Quickly view the number of transactions that have been approved and closed across your brokerage. You can use the view filters to compare and measure against past activity.


New Listings
View the total number of new and active listings your team adds to Transaction Rooms. All of the listing prices are combined so you can see the total expected volume.


Transactions Expired
Keep track of the total number of transactions that have expired over a given timeframe.

Transactions Lost
See the number of deals that have been lost.

Performance Rankings

The Performance Ranking panel allows you to quickly see who your top-producing agents are. Use the filters above the listing to view specific information related to performance, and compare that data to other agents or offices within your brokerage.

The side panels in the Broker Dashboard provide you with a look at what’s happening in your brokerage today, as well as quick access to your company settings.  


Daily Activity
The Daily Activity panel gets you up to speed on new changes across all transactions.

Company Admin
The Company Admin panel displays the number of regions, offices, agents, and managers associated with your account. Click any item to view more details.

If you’re already a customer, log in today to explore the new Broker Dashboard. I think you’ll enjoy discovering everything it has to offer.


If you’re interested in learning more about how DocuSign for Real Estate PLUS, Broker Edition can help your organization, please click here to contact a sales representative.



 Paul Koziarz



Paul Koziarz is the Director of Product Marketing for Transaction Rooms at DocuSign, and co-founder of Cartavi (acquired by DocuSign). He continues to work with real estate professionals, and is also focused on expanding our Transaction Rooms solution to serve other key industries. Connect with Paul on Twitter or on LinkedIn.

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More Stories By An Bui

Social Media Professional with substantial experience identifying, characterizing and connecting online communities and authors. Strong orientation on actionable recommendations that provide mutually beneficial value for communities and organizations for stakeholders.

Currently, I serve as the social media manager for DocuSign, Inc., the market leader and global standard for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.

DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.

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