New client onboarding

Bring new owners on.
Paperwork and all.

Meet Dave — the assistant that guides a new property owner from first hello to a fully-signed management agreement. New Age Real Estate runs its owner onboarding on it, with every document signed securely online.

How Dave onboards an owner

From inquiry to signed agreement — without the busywork.

Dave handles the front-of-house and the paperwork, so the property manager can focus on the relationship.

01

Answers the inquiry

When a property owner reaches out about management services, Dave answers their questions, captures their details, and schedules a call with a property manager.

02

Sends the agreement

Once terms are agreed, Dave sends the Brokerage Disclosure and Property Management Agreement for signature — prefilled with the owner's information, ready to review and sign online.

03

Collects the paperwork

After the agreement is signed, the supporting documents — ACH authorization, W-9, and required disclosures — are sent for secure electronic signature, all in one place.

04

Creates the records

Signed documents and the owner's details flow into the property management system, and the owner receives a welcome and portal invitation — no manual re-keying.

Secure e-signature

Agreements, signed online — powered by DocuSign.

New Age Real Estate uses DocuSign® eSignature to send and collect the documents that bring a new owner on board. Each agreement is prefilled with the owner's details, sent for legally-binding electronic signature, routed to the broker to countersign, tracked to completion, and stored automatically.

No printing, no scanning, no re-keying — the owner reviews and signs from any device, and the completed, verified documents flow straight into the property management system.

DocuSign eSignature integration
Property Management Agreement
The core management contract, prefilled and countersigned.
Brokerage Disclosure
The state-required disclosure that accompanies the agreement.
ACH Authorization
Owner banking details for owner disbursements.
W-9 (Taxpayer Info)
Collected securely for tax reporting.
Property & Lead-Based Paint Disclosures
Required disclosures, including radon and (for older homes) lead-based paint.
Existing Lease & Tenant Info
Captured when a property is already occupied.
About this integration. This page describes the DocuSign eSignature integration used by New Age Real Estate to onboard property owners. Documents are sent from New Age's own DocuSign account for the owner's review and signature; sensitive information collected during onboarding (such as banking and tax details) is passed directly into New Age's property management system and is not retained beyond what is required to complete onboarding. DocuSign® is a registered trademark of DocuSign, Inc.