The tools you already use, working from the same deal
Ratifyly doesn't replace your CRM or your e-signature platform. It connects them. The moment a contract is signed, it becomes a live, audited transaction, and everything downstream stays in sync.
Live on every account
LiveEmail-to-transaction
Gmail · Outlook · any inbox
Email the signed contract in (or auto-forward it) and Ratifyly does the rest. The AI reads every page, audits the terms, and launches the deal timeline. No forms, no re-keying, no login, and no setup: it works with signed packages from any e-signature platform, or straight from the other agent.
Connect your CRM & deal tools
AvailableBuilt and tested. Each one is enabled on your account with your own credentials. Your CRM stays the system you live in; Ratifyly keeps it current.
Follow Up Boss
CRM · Two-way sync
A ratified contract becomes a deal in your pipeline, automatically.
- Deals created & staged from contract data
- Clients upserted, deduped on email/phone
- Key dates as dated tasks + milestone notes
- Stage moves in FUB flow back to Ratifyly
Sierra Interactive
CRM · Two-way sync
The client record stays current from ratification to closing.
- Lead status, type & tags updated per deal stage
- Deadline tasks assigned to the right agent
- Deal summary notes on the lead
- Webhooks push Sierra changes back
Sisu
Team platform · Two-way sync
Contract data lands on your team's dashboards without re-keying.
- Transactions created from the ratified contract
- Under-contract & settlement dates drive status
- Team edits in Sisu sync back via webhooks
dotloop
Transaction rooms · Documents in
A completed loop launches a transaction, documents and people included.
- Signed document sets pulled from the loop
- Participants mapped to deal parties
- Loop status changes tracked
DocuSign
E-signature · Documents in
The moment an envelope completes, the signed package is retrieved and audited.
- Completed envelopes trigger transaction launch
- Full signed PDF package retrieved via API
- Secure webhook (Connect) event handling
Real Geeks
CRM · Leads & activity
Your client's lead record follows the deal, automatically.
- Lead status: Active → In Escrow → Closed Escrow
- Milestone notes with price & key dates
- Real-time lead events back to Ratifyly
From signed to synced
However the contract arrives, the result is the same: one audited deal, everywhere you work.
01
A signed contract arrives
Emailed in by you or your TC, from any e-signature platform or straight from the other agent.
02
AI reads and audits it
Every page read, every term checked, every deadline extracted. The deal launches with a complete timeline.
03
Your tools stay in sync
The deal, the people, and the key dates land in your CRM, and changes flow both ways until closing.
Don't see your tool?
We're building the connective layer for the whole real estate ecosystem. Tell us what your team runs on and we'll put it on the roadmap.