Case Study: Coldwell Banker Mountain West Real Estate achieves digital brokerage transformation, increased mobility, compliance and cost savings with DocuSign

Using DocuSign Signature and Transaction Rooms allows Coldwell Banker Mountain West to run their brokerage digitally - increasing mobility, compliance and cost savings

Coldwell Banker Mountain West is a residential real estate brokerage in Salem, Oregon with 85 agents that needed to comply with Oregon's 2013 mandate to use electronic forms via zipForm®. Facing the regulatory change, the firm seized the opportunity to become a fully digital brokerage to improve mobility, compliance and reduce storage costs.

They implemented DocuSign eSignature and Transaction Rooms integrated with zipForm®, enabling seamless form filling, signing and centralized digital storage. The switch eliminated off‑site paper archives, sped access to files, increased agent mobility and compliance, improved client service and security, and produced measurable cost and efficiency gains across the brokerage.

Coldwell Banker Mountain West Real Estate

Tina Kessler

Advertising/IT Manager