How to Share Deals with Others?

DealTap has made it easier than ever for you to share agreements with other parties. You can easily share your documents with your clients, other agents, lawyers, and your office. When agreements are shared, our built-in technology ensures that the receiving individual only has access to make changes to the fields that are applicable to them. In addition, DealTap keeps track of all changes made, along with details such as date, time, etc.

Follow these simple steps to share your agreement with other people:

  1. Click on “Share” at the top of the screen and select “Share to”
  2. Select the clients or agents you wish to share the agreement to
  3. Click “Share”