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Agreements & Contracts

A Signed Agreement, Automatically

The moment a provider accepts a referral, Great Space generates and e-signs a Broker Introduction Agreement between broker and provider — pre-filled with real deal details, stored as a downloadable PDF. No drafting, no chasing signatures.

Agreements are part of the core broker workflow on every plan.

Features

One less thing to chase

A signed record of every introduction, generated automatically the moment the deal starts moving — no separate contract tool required.

Generated the Moment a Referral Is Accepted

As soon as a provider accepts a referral, Great Space generates a Broker Introduction Agreement pre-filled with both parties' real details. No drafting, no chasing paperwork.

E-Signed by Both Parties

Broker and provider signatures are captured automatically as part of the referral flow, with timestamp, IP address, and location recorded against each signatory.

One PDF, Always to Hand

Every agreement is stored as a downloadable PDF and listed alongside every other introduction your firm has made — no digging through email threads.

A Record of Every Introduction

Agreements are stored against your account indefinitely and tracked in your audit log — useful for compliance, reference, and resolving disputes about what was agreed.

How It Works

No separate step to remember

There's no template to pick or contract to draft. The agreement is a by-product of the referral itself — generated and signed automatically the moment a provider responds.

  • Broker sends a referral to a provider for a client's deal
  • Provider accepts — a Broker Introduction Agreement is generated and e-signed by both parties instantly
  • The signed PDF appears in your Agreements list, with signatory, IP, and timestamp detail
  • The record — and its creation — is tracked in your account's audit log

From Referral to Signed Agreement

Referral sent

Deal sent to Beacon Workspaces

Provider accepts

Company and registration details confirmed

Agreement generated & signed

Broker Introduction Agreement, e-signed by both parties

FAQ

Frequently asked questions

Do I need to create the agreement myself?

No. Great Space generates a Broker Introduction Agreement automatically the moment a provider accepts your referral — there's no template to pick and nothing to draft.

Does Great Space support digital signatures?

Yes. Both the broker and the provider's signatures are captured automatically as part of the referral flow, along with a timestamp, IP address, and location for each signatory.

Does Great Space pre-fill agreement details from the deal?

Yes. The broker's and provider's real company details, registration information, and the effective date are pulled through automatically — no re-keying data from email.

What happens to the agreement after it's generated?

The signed PDF is stored permanently and listed in your Agreements view alongside every other introduction your firm has made. Its creation is also tracked in your account's audit log.

Is agreement generation included on every plan?

Yes. Agreements are part of the core broker workflow on every Great Space plan, including Starter.

Deals closed faster, with a paper trail

Agreements included on every plan. Start free — no credit card required.