Prepare Street template documents ready for signature

Preparing paperwork for new clients takes time out of a busy day. A Cortex agent can now find the right Street template for a record and generate the document for you. For example, during seller onboarding, an agent can generate the Terms of Business for a property so it is ready to review. Generating a document is always held for human approval, and the agent will never send a document on its own.

• Uses your Street templates: The agent finds the correct template for the record you are working on.
• Held for sign-off: Generating a document requires human approval before it is prepared.
• Never sent on its own: Documents are created for someone to review and send for signature.