Invoices, e-sign and payments

Get Paid and Get Signatures Without the Paper Chase

Send invoices, estimates, payment links and documents for e-signature from the same place you manage your clients. Payments run through the processor you connect, like Stripe.

30-day trial · Plans from $99/month · Unlimited users

Illustration with sample data.

What is Payments in RealtyCoworker?

Payments in RealtyCoworker is the built-in billing and agreements tool for real estate agents and brokers. It lets you send invoices, recurring invoices and estimates, share payment links, sell products and subscriptions, collect e-signatures on documents and contracts, and track every transaction, with payments processed through a connected provider such as Stripe.

What’s inside

Everything in Payments.

  1. Invoices

    Create an invoice with your products and payment options, preview what the client sees, then send it by email or text.

    On the job: Bill a seller for the pre-listing photography package your team arranged, and let them pay from the link.

  2. Recurring invoices

    Set an invoice to repeat on a schedule so regular charges go out without you rebuilding them each time.

    On the job: A team leader bills a monthly desk or marketing fee to agents on the team automatically.

  3. Estimates

    Send an estimate the client can review and accept before you bill, then turn it into an invoice.

    On the job: Quote a seller for staging, cleaning and drone photos before the listing goes live.

  4. Invoice and estimate templates

    Save your common line items and terms as templates so new invoices and estimates take seconds.

    On the job: Keep a ready template for your standard relocation consultation package.

  5. Documents and contracts with e-signature

    Start from a blank document, upload a PDF or use a template, then collect legally binding e-signatures. Signed documents can also generate an invoice automatically.

    On the job: Send your brokerage-approved buyer agreement for signature right after a buyer consult in Toms River.

  6. Document templates

    Save reusable document templates with fields that fill in from the contact record.

    On the job: Reuse a referral agreement template for every out-of-area referral you send.

  7. Subscriptions

    Charge customers on a repeating basis for ongoing services or programs.

    On the job: A broker who offers coaching to newer agents can bill the program monthly.

  8. Products

    Build a catalog of the services you sell, with prices, that you can add to invoices, links and pages.

    On the job: List your photography, video tour and floor plan packages once and reuse them everywhere.

  9. Coupons

    Create discount codes customers can apply at checkout.

    On the job: Offer past clients a discount code on your team's moving-prep service.

  10. Gift cards

    Sell or issue gift cards customers can redeem toward your products.

    On the job: Give buyers a gift card toward your partner cleaning service as a closing thank-you.

  11. Transactions

    See every payment, refund and status in one list, tied to the contact who paid.

    On the job: Check whether a referral fee from a Monmouth County agent has come in before you follow up.

  12. Connect Stripe and other processors

    Connect a payment processor such as Stripe so money goes to your own account. Processor fees are set by the provider.

    On the job: Connect your brokerage-approved Stripe account once, and every invoice uses it.

  13. Text-to-pay

    Send an invoice as a text message with a secure link the client can pay from their phone.

    On the job: Text a seller the payment link for their staging consultation while you are still at the property.

    Explore Conversations

How agents use it

Payments, on a real workday.

  1. 1

    Collect referral fees

    Send a referral agreement for e-signature to the receiving agent, then invoice the referral fee at closing and track when it is paid.

  2. 2

    Sell listing prep services

    A team that offers staging and photography can send an estimate, convert it to an invoice once the seller accepts, and take payment by text.

  3. 3

    Run a coaching program

    A brokerage can bill agents for a monthly coaching program with subscriptions and see every charge in transactions.

FAQ

Payments questions, answered.

Can I send listing or buyer agreements for e-signature?

Yes. You can upload a PDF or build a document, then send it for e-signature. Use the forms your brokerage has approved and follow your state's rules. RealtyCoworker provides the signing tool, not legal advice, so check with your broker or attorney about which documents and signature methods are acceptable.

Which payment processors can I use?

You connect a payment processor such as Stripe so payments deposit to your own account. The processor sets its own transaction fees. Your RealtyCoworker plan covers the software. Payments only work once a processor is connected and verified.

Can clients pay an invoice by text?

Yes. Text-to-pay sends the invoice as a text with a secure payment link, so a client can pay from their phone. Texting follows permission rules, so send texts only to contacts who have agreed to hear from you.

Can I charge rental application fees?

Only where it is lawful and allowed by your brokerage. Rules on application fees vary by state and town. If they are permitted, you can create a product or payment link for them, but confirm the rules first.

You’re Great at Selling Homes. Let Your Coworker Handle the Busywork.

Start Free Trial