1. Add the new client • Fill out the client’s info and hit Send. • That’s it — you’re done on your end. 2. What happens instantly after you hit Send • Our system automatically creates and sends the contract to your new client by: • Email, and • Text message (SMS) • The message will come from DocuSeal (that’s the signing platform), so tell the client to watch for something that says “DocuSeal.” 3. What the client will receive • A secure link to review and sign the agreement. • They can sign it on any device (phone or computer) in a couple minutes. 4. When they sign • You’ll get notified immediately the moment it’s signed. • The signed status is also logged and tracked in our backend automatically (so nothing gets lost and we can verify the timeline if needed). 5. After it’s signed • Congrats — the deal is officially locked in. • Next step is payment (depending on the agreement/payment method you sent them). 6. How your commission works • Once the new client’s payment is received and fully clears/finalizes in our accounts, your commission is paid by direct deposit (unless we have agreed to a different method). • Payout timeline: within 5 business days after the payment finalizes. 7. Important note • This whole process is automated and tracked end-to-end (send → view → sign → payment → commission), so there’s a clean record of everything. 8. If anything looks off • If the client says they didn’t get it, can’t find it, or you suspect something failed: • Text or call immediately: +1 (218) 513-8860