How to Generate and Send a Dispo Addendum Agreement For E-signatures

🟢 How to Generate and Send a Dispo Addendum Agreement For E-signatures

Here we cover how to generate, edit, and send an addendum agreement to a cash buyer from the dispositions pipeline. It ensures the correct contract type is selected, the updated terms are entered, and the document is sent for e-signature.

Key Steps

1. Open the Dispositions Deal in the Pipeline 0:21

• From the dashboard, navigate to Opportunities.

• Open your Dispo pipeline / whiteboard where dispositions deals are stored.

• Locate and open the correct agreement record for the buyer/deal you need to update.

2. Open the BC Sales Contract Engine 0:31

• Inside the deal, go to Dispositions.

• Scroll down to BC Sales Contract Engine.

• Review the existing agreement fields, including:

  • Buyer name

  • Sales price

  • Additional terms and conditions

  • BC addendum terms

3. Enter the Addendum Changes 1:06

• In the BC addendum terms field, type the updated language for the agreement.

• Use this section to document the specific change being made, such as:

  • Swapping the title company

  • Updating the assignment agreement price

  • Any other contract modification

• Make sure the new terms are clear and complete before updating.

4. Select the Addendum Agreement Template 1:23

• In the Agreement Generator, choose the correct document type:

  • Assignment Agreement for a standard wholesale assignment

  • Sales Contract for a double close

  • Addendum Agreement for contract changes

• For this process, select Addendum Agreement.

• Click Update to generate the revised document.

5. Review the Generated Document in Documents and Contracts 1:56

• After clicking Update, the document will be sent to Documents and Contracts.

• Open the generated file and verify that all information populated correctly.

• Confirm the addendum language reflects the intended change.

• Check that the document is ready for e-signature.

6. Prepare Signature Fields and Recipients 2:39

• Review the signature section and confirm the correct signer is mapped.

• Remove any incorrect recipient if needed.

• Add the correct person who must sign the addendum.

• Drag and drop required fields, such as:

  • Signature

  • Date

• Add additional recipients if more than one person needs to sign.

7. Send the Addendum for E-Signature 3:37

• Once the document is finalized, click Send Document at the top.

• The system will send the addendum by:

  • Email

  • Text message, if enabled

• Optionally update the document name before sending.

• Wait for the recipient(s) to sign the document.

8. Confirm Completion and Follow Up 4:02

• When the document is signed, you will receive a notification.

• The completed agreement will return to the contact record.

• Continue the conversation or next steps with the buyer as needed.

Cautionary Notes

• Verify the correct deal before editing to avoid sending an addendum to the wrong buyer.

• Double-check the addendum language to ensure the change is accurate and complete.

• Confirm the correct contract type is selected in the Agreement Generator.

• Make sure the right signer(s) are assigned before sending.

• If text messaging is not enabled, the document may only send by email.

Tips for Efficiency

• Keep common addendum language templates ready for frequent changes like title company swaps.

• Review all populated fields before sending to reduce back-and-forth corrections.

• Use the document name field to label the addendum clearly for easier tracking.

• Add all required signature/date fields in one pass before sending to save time.

• If multiple parties need to sign, add all recipients before clicking send to avoid reissuing the document.