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Frequently Asked Questions

Everything you need to know about using ChatFiller for your real estate transactions.

E-Signatures & Integrations

How do e-signatures work with ChatFiller?

E-signatures are built into ChatFiller at no extra cost. When you make a call and your forms are generated, you will receive an email with a link to review your documents. From there you can place signature fields on the document exactly where you need them. Once you are satisfied, send the document to all parties for signing.

Your signature field placements are saved, so the next time the same form is generated, the signature fields are already in the right positions.

Do I need to set up a third-party e-signature account?

No. E-signatures are fully managed by ChatFiller. There is no need to create an account with any external e-signature provider. Everything works automatically as part of your subscription.

How do I get my signed documents into DocuSign?

Once a document is signed through ChatFiller, you can export it to DocuSign:

  1. Open the completed/signed document email from ChatFiller
  2. Download the signed PDF to your computer
  3. Log into your DocuSign account
  4. Click "Start" and select "Send an Envelope"
  5. Upload the signed PDF
  6. DocuSign will store it in your completed documents for record-keeping

How do I get my signed documents into Dotloop?

To add your signed ChatFiller documents to a Dotloop transaction:

  1. Download the signed PDF from the ChatFiller completion email
  2. Open your Dotloop account and navigate to the relevant loop
  3. Click the "Documents" section
  4. Click "Add" and upload the signed PDF
  5. The document will be stored with the rest of your transaction files

Form Templates

How do I upload my forms?

Log into your ChatFiller dashboard, navigate to "Form Templates", and click "Upload Template". Upload your PDF form and our system will automatically detect the fields. Your form will be ready to use on your next call.

What types of forms can I upload?

You can upload any PDF form used in real estate transactions: purchase agreements, listing agreements, lease agreements, rental applications, property disclosures, and any addendums. Our AI automatically detects and maps the fields in your PDF.

Do I need to upload forms to use ChatFiller?

ChatFiller comes with default forms ready to use. However, uploading your own brokerage-specific forms ensures the documents match your exact requirements and branding.

Making Calls

How does a ChatFiller call work?

Call your ChatFiller phone number and have a natural conversation about your transaction. The AI assistant will ask relevant questions about the property, parties, and terms. After the call, your completed forms are generated and sent to your email within minutes.

What happens after my call?

  1. Your forms are filled using the information from the call
  2. You receive an email with a link to review your documents
  3. Place signature fields where needed (positions are saved for future use)
  4. Send to all parties for e-signature
  5. Receive the fully signed documents via email

Can I make corrections after a call?

Yes. Simply reply to the document email describing what needs to be changed. Our AI will interpret your corrections, update the forms, and send you a revised version. You can make as many corrections as needed.

Account & Billing

What is included in my subscription?

  • AI-powered form filling via phone calls
  • E-signatures included (no extra cost)
  • Email-based corrections for unlimited revisions
  • Upload and manage your own custom forms
  • Addendum management and auto-detection

How do I change my subscription plan?

Go to your Settings page in the dashboard. You can upgrade, downgrade, or manage your subscription from there.

Still have questions?

Our support team is here to help.

Contact Support