Contracts is your document workspace: a ready-to-edit library of the agreements a wholesaling business runs on, a full editor to make every template your own, and built-in electronic signing — send a contract, watch each signature land, and get the executed copy delivered automatically. Install it free from the Marketplace, and it appears as Contracts in your left sidebar.
The template library
The library ships with 23 ready-to-use wholesale documents across five categories:
| Category | What's in it |
|---|---|
| Acquisition | Wholesale purchase & sale agreement, option agreement, subject-to addendum, seller-finance addendum |
| Disposition | Assignment of contract, double-close PSA, LLC membership-interest assignment |
| Partnering | JV / co-wholesale agreement, bird-dog referral agreement, non-circumvention (NCND) agreement |
| Deal Management | Memorandum of contract, extension addendum, repair/inspection addendum, termination & mutual release, EMD receipt, property access authorization |
| Disclosures & Compliance | Wholesale disclosure to seller, disclosure to buyer, no-agency disclosure, lead-based paint disclosure, buyer proof-of-funds request, contact-consent form, authority affidavit |
Every document was drafted for the way wholesalers actually work — assignment rights and inspection contingencies where you need them, equitable-interest language, EMD terms, and access permissions built in.
Use a template
- 1Click Contracts in the sidebar.
- 2Browse the Library tab — each card shows what the document is for and
when to use it.
- 3Click Preview to read the full document, or Use template to copy it
into My templates, where it's yours to edit.
Library masters never change underneath you — your copy is fully independent.
Editing a template
Your copies open in a full-page editor. It works like a modern document editor: headings, paragraphs, and bullet lists, with two special building blocks:
- Merge fields — placeholders like Seller name, Property address, or
Purchase price shown as blue chips. When you prepare a contract from the template, these fill in from your deal automatically.
- Signer fields — signature, initials, date, text, and checkbox blocks,
each assigned to a signing role (Seller, Buyer, Assignee, and so on). They mark exactly where each party signs or fills things in.
Insert either from the editor toolbar. Use Signers in the top bar to manage which roles the document expects, and Preview to see the finished page at any time. Save keeps your changes; you'll see a green check when they're stored.
You can also start from scratch with New blank template if you have your own paperwork to bring in — paste the text, then drop in merge fields and signer fields where they belong.
State disclosure rules
Wholesaling disclosure and licensing laws now differ sharply by state — some states require specific written disclosures to the seller, some restrict how you can market a contract, and a few require a license to wholesale at all. The disclosure documents in the library carry the language those rules most commonly call for — start with the wholesale disclosure to seller and disclosure to buyer, and confirm your own state's current requirements with a local attorney.
Send a contract for signature
From the Contracts tab, click New contract (or hit Send on any template). The wizard walks four steps:
- 1Document — pick the template and optionally link the deal's lead,
opportunity, or property. Linking matters: it pre-fills the paperwork from your CRM.
- 2Details — every merge field the document uses, grouped and editable.
Anything still blank is flagged amber so nothing slips through.
- 3Signers — one card per signing role. Quick-fill yourself with Me
or pull the seller straight from the linked lead. Choose Sequential (each person signs in order — the next signer is only invited after the one before them finishes) or All at once.
- 4Review & send — final preview, expiration (14 days by default), and an
optional personal message. If the property sits in a state with enacted wholesaling disclosure rules, a banner reminds you before you send.
Each signer gets an email with their own private signing link. Links are personal and single-purpose — copying a fresh link for someone from the contract page disables the one they had before.
What signers experience
Signers open the link on any device — no account needed. They first see a plain-language consent screen (electronic signing is only valid when someone agrees to it, so consent is captured and timestamped before the document opens). Then the document itself, with a guided "next field" button that walks them through exactly what's theirs to complete. They sign by drawing with a finger or mouse, or by typing their name and picking a signature style. Declining with a reason is always available — you're notified either way.
If your website runs on your own custom domain, signing links use that domain too — your brand end to end.
Tracking, reminders, and the executed copy
The contract page shows live status: who's viewed, who's signed, whose turn it is. Send a reminder with one click (we also nudge outstanding signers automatically as the expiration approaches). Expired contract? Extend it — signatures already captured are never lost.
Two more ways to get a signature when email isn't cutting it:
- Text the link — when the signer has a phone number and your Texting app
is active, send their signing link by text with one tap. The text comes from your number, and each fresh link replaces the previous one.
- Sign in person — at the kitchen table? Tap Sign in person on the
signer's row and hand them your phone. They review the consent screen and sign right there; the session is short-lived, and the signing certificate records that the signature was captured in person on your device.
When the last signature lands, the app assembles the executed PDF and a signing certificate — a complete record of who signed, when, from where, and the document's tamper-evident fingerprint. Every party receives the final copy by email automatically, and both files stay on the contract page for download anytime.
The executed PDF is a polished, client-ready document: it opens with a cover page carrying your logo and brand color, the document title, and a summary of the parties and key dates, then the full agreement, then a clean signatures page showing each party's signature and the exact time they signed. Every page is numbered and footed with your business name — so what you hand a seller or a buyer looks like it came from a professional closing, not a form.
Archiving finished contracts
Once a contract is finished — completed, declined, voided, or expired — you can Archive it to tuck it out of your main Contracts list without deleting anything. Open the contract and click Archive (or use the archive button on its row). Archived contracts move behind the Archived filter at the top of the Contracts list; open one and click Restore to bring it back. Nothing is ever lost — the document, the signatures, the certificate, and the executed PDF all stay exactly where they were. (Unsent drafts are the one thing you delete outright, since nothing was ever sent.)
Notarization badges
A couple of documents — the memorandum of contract and the authority affidavit — are meant to be recorded or sworn, so they carry a Notarize + record badge: print these for wet-ink signing in front of a notary rather than signing electronically.
Important
The library is a drafting head start, not legal advice. Real-estate and wholesaling law varies by state and changes often — have a local real-estate attorney review any document before you use it in a live deal, and confirm your state's current disclosure and licensing requirements.