Pending signatures
18
+5 this week
Completed packages
142
$28.40 est. API cost
Brokerage templates
24
6 pending review
Active users
51
Peyton + agents
DocuSeal Pro status
Provider, email, webhook, and storage readiness for the pilot.
The portal owns users, roles, documents, and audit timeline. DocuSeal Pro owns PDF field placement, signer sessions, signed PDFs, and completion certificate generation.
- DocuSeal API: configured
- Email: SMTP configured
- Webhook secret: configured
- Private storage: pending S3/R2 credentials
Next actions
Operational checklist for the first brokerage pilot.
- Connect real private S3/R2 storage for completed PDFs and audit certificates.
- Embed the DocuSeal template builder inside the template edit page.
- Upload one Charney brokerage PDF and map signer roles with Peyton.
- Run one multi-signer signing package end to end on mobile and desktop.
| Package | Status | Owner | Recipients | Updated | Cost |
|---|---|---|---|---|---|
| 12 King St Listing Agreement | Sent | Peyton | Seller, Agent, Broker | Today 9:42 AM | Pending |
| 24 Elm Ave Offer Packet | Partially Signed | Nadia Chen | Buyer, Seller, Agent | Yesterday 4:10 PM | Pending |
| Inspection Addendum - 8 Lake Rd | Completed | Marcus Lee | Buyer, Seller | Jun 20, 2026 | $0.20 |
| Template | Category | Scope | Owner | Updated |
|---|---|---|---|---|
| test doc | OFFER | BROKERAGE | Documents Charney Brokerage System | 24 minutes ago |
| Buyer Representation Agreement | BUYER REP | BROKERAGE | Peyton | about 2 hours ago |
| Offer Addendum | ADDENDUM | BROKERAGE | Peyton | about 2 hours ago |
| Residential Listing Agreement | LISTING | BROKERAGE | Peyton | about 2 hours ago |