Virtual Documents

Virtual Documents is a tool which lets you fill out your commonly used paperwork automatically, but filling in details about a lead and an MLS listing or rental property. Any documents you have stored can, if the fields on the form permit, be associated with a lead and all of their personal information, plus all relevant details about a property. Simply create a document and choose a lead and/or a listing and the Sequoia platform automatically creates a PDF of your document, pre-filled with your lead and listing information. To find out more about how to use this feature and how to load documents into the system, contact us today. (Make Contact Us a link to the contact page).