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Use the Buyer Broker Agreement (BBA) workflow
Capture a signed BBA before tours so every showing is compensated. Track status from request to signature inside the deal record.
Post-NAR settlement, every brokerage needs a Buyer Broker Agreement signed before showing homes. CloseBoss's BBA workflow makes that a one-click step on the deal record — generate the agreement, send it for e-signature, and watch the status flip when the buyer signs.
Step by step
Open the deal (or buyer contact). In the deal sidebar, click Buyer Broker Agreement → Send for signature.
Pre-fill the buyer name, agent name, commission terms (defaults pulled from Settings → Channels & Compliance → Commission defaults), and any custom clauses.
Choose your e-signature provider (Dotloop or DocuSign). The agreement sends to the buyer's email immediately.
Track status on the deal record. The BBA badge moves through Requested → Signed automatically when the buyer completes the signature.
After signature, the deal record is unlocked for tour scheduling. Pre-signature, tour booking surfaces a soft warning so you don't accidentally show without a signed BBA.
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