Integrations
Nobody switches.Everybody joins.
Ratifyly does not replace your CRM, your e-signature platform, or your back office. It reads what they produce and keeps them current. Email a signed contract in and it becomes one live, audited transaction, with your own tools filling in from it and staying filled in.
18 built and testedEmail-native
The address is the whole integration
Email the signed contract in, or auto-forward it, and Ratifyly does the rest: every page read, every term checked, every deadline extracted, and the deal timeline live before you have closed the tab. There is no inbox access to grant and no mailbox to connect, because Ratifyly receives mail at an address like any other colleague would.
- Live on every account from the first day, before a single connector is turned on
- Authentisign packages, DocuSign envelopes, dotloop documents, and scanned PDFs all read the same way
- Works when the package comes from the other agent's inbox, with nothing installed on their side
- No forms, no re-keying, no login, and no setup
Gmail, Outlook, or any inbox.
FW: Ratified contract, 48 Harborview
jordan@yourbrokerage.com → ezra@in.ratifyly.com
Filed automatically
48 Harborview Drive · 3 documents filed · deadlines updated · audit queued for review
Connectors
Built & testedThe tools you already run, on the same deal
Across CRM, transaction management, signing, notarization, lending, and back office. Every connector on this page is built and tested. Nothing here is planned or coming soon.
CRM and team platforms · 7
BoldTrail
CRM · Two-way sync
Your database stays current from ratified to closed.
What syncs
- Deals and contacts stay current from the contract
- Milestone notes & tags per deal stage
- Changes made in BoldTrail flow back
Follow Up Boss
CRM · Two-way sync
A ratified contract becomes a deal in your pipeline, automatically.
What syncs
- New deals appear in your pipeline, already staged
- Your clients added automatically, no duplicates
- Every deadline shows up as a task on the deal
- Changes you make in FUB show up in Ratifyly
Lofty
CRM · Two-way sync
Your Lofty database follows every deal, automatically.
What syncs
- Deals and contacts created from the contract
- Tasks and notes for every deadline
- Changes made in Lofty show up in Ratifyly
Real Geeks
CRM · Leads & activity
Your client's lead record follows the deal, automatically.
What syncs
- Lead status: Active → In Escrow → Closed Escrow
- Milestone notes with price & key dates
- Lead activity flows back to Ratifyly
Rechat
CRM & deals · Two-way sync
Deals, checklists, and contacts stay current across both systems.
What syncs
- Deals and checklists created from the contract
- Contacts added and matched to their role
- Key dates land right on the deal
- Changes made in Rechat show up in Ratifyly
Sierra Interactive
CRM · Two-way sync
The client record stays current from ratification to closing.
What syncs
- Client status and tags update as the deal moves
- Deadline tasks assigned to the right agent
- A deal summary lives on the client's record
- Changes made in Sierra show up in Ratifyly
Sisu
Team platform · Two-way sync
Contract data lands on your team's dashboards without re-keying.
What syncs
- Your Sisu dashboard fills in from the contract
- Statuses flip on their own as dates hit
- Edits your team makes in Sisu sync back
Transaction and back office · 3
BoldTrail BackOffice
Back office · Two-way sync
The audited deal lands in your back office, ready for review and payout.
What syncs
- Transactions arrive with people and checklists in place
- Signed documents filed for broker review
- Commission records kept current
- Back-office updates flow back to Ratifyly
dotloop
Transaction rooms · Documents in
A completed loop launches a transaction, documents and people included.
What syncs
- Signed documents come straight from the loop
- Everyone in the loop is on the deal
- Loop status changes are tracked automatically
Open To Close
Transaction coordination · Sync
Every property file starts complete, straight from the contract.
What syncs
- Property files created from the ratified contract
- Contacts, documents & notes attached automatically
- Tasks & date fields filled from the timeline
Signing and notarization · 4
DocuSign
E-signature · Documents in
The moment an envelope completes, the signed package is retrieved and audited.
What syncs
- A completed signing starts the transaction
- The signed paperwork arrives on its own
- No forwarding or uploading needed
Dropbox Sign
E-signature · Documents in
A finished signing starts the transaction.
What syncs
- Signed paperwork arrives on its own
- Every signer lands on the deal
- Works alongside DocuSign and dotloop
Proof
Online notarization · Documents inRatifyly-run signings
Remote online notarization run through Ratifyly, tracked like the rest of the deal.
What syncs
- Notarized documents land on the deal file
- Signing sessions tracked through to completion
SignNow
E-signature · Documents in
The signed document lands on the deal the moment everyone finishes.
What syncs
- A completed document starts the transaction
- Signers and their roles come across
- Nothing to forward or upload
Lender · 3
Encompass (ICE)
Lender · Milestones inEnabled by your lender
Loan milestones from the lender's system of record, when your buyer's lender enables it.
What syncs
- Milestones and key dates as they happen
- Loan documents flow to the deal file
Floify
Lender · Milestones inNeeds your LO's access
Loan progress from your buyer's loan officer, right on the timeline.
What syncs
- Application to clear-to-close, tracked live
- No calling the lender for a status update
nCino / SimpleNexus
Lender · Milestones in
Financing progress flows onto the deal timeline as it happens.
What syncs
- Appraisal, underwriting & clear-to-close tracked
- Lender updates translated into one clear pipeline
- Timeline & client portal update automatically
Automation · 1
Zapier
Automation · 8,000+ apps
Connect Ratifyly to everything else you use.
What syncs
- A new transaction can kick off any Zap
- Create transactions from any app
- No code needed
All product names, logos, and brands shown on this page are the property of their respective owners and are used only to identify the tools Ratifyly integrates with. Their use does not imply endorsement, sponsorship, or affiliation.
Half the table never creates an account.They are on the deal anyway.
A closing has a dozen parties and no two of them run the same software. Ratifyly does not ask them to agree on one. The other agent sends the package from the inbox they already work in. Your client follows the deal on their phone with nothing to install. When the buyer's lender connects a status feed, their milestones report themselves. Everyone works where they already work, and there is still only one deal.
See the whole path, contract to closingIn practice
From signed to synced
However the contract arrives, the result is the same: one audited deal, everywhere you work.
01
The contract arrives as a file
Emailed in by you or your TC, exported from any e-signature platform, or sent straight from the other agent. No connector has to exist for this step.
02
Ezra reads it and audits the terms
Every page read, every date extracted, every finding drafted with the page cited. The deal launches with a complete timeline, and your broker clears the findings.
03
The deal goes back out to your tools
The people and the key dates land in your CRM as a staged deal. Edits your team makes there come back the other way, so neither copy goes stale before closing.
Setup
You do not wire anything up.
Tell us what your office runs on and we turn those connectors on during setup. No developer, no API key to go find, no migration weekend. Your history stays exactly where it is, and Ratifyly starts with your next contract rather than asking you to move the last two years first.
If what you run is not on this page, tell us and we will build it. This list is shorter than it could be on purpose: a connector gets written down here once it works, never while it is being planned.
See it running on your own stack
Send over a recent contract and we will show you what it becomes: the audit, the deadlines, the live timeline, and your own CRM current without anyone re-keying a thing. Ratifyly is onboarding its first offices by invitation.