Digisign pet addendum to lease
all right welcome um i got a comment that the handout wasn't downloadable or wasn't working um is that a common problem or sometimes individually here's a link to the handout if you can't download it from go to webinar otherwise you know let me know all right well let's go ahead and let's do this so this is uh beginning of the series that i'm going to do on how to fill out the forms essentially how to go and we're going to start with the purchase contract i did the residential listing a little while ago but the purchase contract takes more time there's a lot more that needs to be done with it and i have to admit that some of this is self-serving you know because i i mentor agents and my coach agents and what oftentimes happens is somebody will say i need to write an offer i have no idea what to do what should i do and i can refer them to the video however even saying that you know that that could save me time when i'm working with people i also understand that no matter what i do in advance i'm going to get calls from people that i'm working with saying i need to write an offer and i'm going to say well you know if you watch the video on how to write the offer and they're going to say no i don't have time to watch a video you know and then i'll just help them because that's well what i'm paid to do right to help them and drag them through the process but just so you understand if you haven't done anything right to your systems and you're going to write an offer right now it could take an hour just to get everything ready right 45 minutes it could take a long time just to get ready now if everything is done in advance it takes only about five minutes to write an offer right um and so what i want to go through is what kinds of things you need to do so that when it comes time to write an offer you can do it right sometimes we're not doing this in front of clients but you can imagine if somebody was saying well let's do it right now can you do it right now let's write up the offer right now and you can't write up an offer right now you can't do it right because you don't know how you're not set up you're starting from from the zero point right so that's what we're going to try to correct that's what that's what i my goal is so that you don't have to live like that anymore now one way to make this work a lot smoother is to set up zip form something called mls connect and rpr right and to integrate those different programs together now i'm going to go through some slides in the slides you should have a copy of and there are screenshots and i'm going to wonder in and spend time actually in the software itself in a little bit so though make sure i get this working so in order to set this up you're going to need to know your nerds number right your nrds number have you memorized your nrds number i i haven't um but so for some people this is an easier number to remember because it depends on your mls and some mls's the agent id to log into the mls is the nrds number which means that you were putting it in probably every time you logged into the mls some people however you know don't ever log into the mls so they don't know um i see a hand up but i'm not too sure if there's a reason um so i'm going to if you have questions maybe hang on to them to the end um he's i'm easily distracted you know so you're going to need to find your nr nrds number and you're going to need to connect that to the mls and my main mls which is mls listings we don't use the nrds number as an agent identifying number we use the dre number right so that's why i don't know i know my dre number but i don't know the nrds number so people are saying the handout link is not working i've posted in the chat a link to the handout right i'm going to post it again so um i can't do anything about it it was uploaded i can't do anything about it but i can't i put in a direct link um i put in the the direct link um anyhow i'm not going to it's working now all right i don't know all right so um so anyhow i i um all right i think it works now all right fine and some people are right for some reason this you know i don't know so then all right so you're going to need to know your nrds number um you're going to want to connect mls it's called mls connect and you're going to want to activate rpr and connect rpr and then we're going to talk about getting the template set up so that it doesn't take you very long to write an offer or a listing and which kinds of templates and what you ought to include in the templates and even maybe going into checklists assuming we have the trouble so if you don't know what your nrds number is there are a lot of um choices and um and i'm seeing questions like what is rpr and what wait until i go through it and i'll make it very clear what everything stands for i'm not going to stop every few minutes and answer you know administrative or even definitional questions right make a list of your questions and if i haven't explained it by the end ask me right um but i'm not going to be paying much attention to the um to the chat while i'm doing this now until like so i can get through some of this so how would you find your nr nrds number there's an easy way to do it you go to google and you type in how do i find my nrds number right by the way i would say something like 80 of the questions that real estate agent asked me they would have gotten the answer if they had simply typed it into google right i get that where do i find free clip art that i can use on my website gee i don't know why don't you go to google and type in how do i find freak the part that i could use on my website so this actually is one of google's pop-ups right because they get asked this question so many time they've already figured out the answer now first of all if you have your realtor magazine right which you're supposed to you know you get every month and you're supposed to be reading it right there'll be quizzes later it's on the label some of you are saying i don't read the i don't have the magazine well i'm sure you're all carrying a membership identification card aren't you for the national association of realtors everybody have their not no one no no one has the card no really so you don't have your copy of realtor a magazine you don't have you didn't even know maybe that there even was a the potential to have a nar id card so what else could you do notice the link it says there's an nrds lookup tool and if you click on finding your nrds id number what you're going to see is um first of all i've already covered this this is the card and then notice there's a little tool and the tool when you click on it by the way this would be a hyperlink if it weren't a screenshot it's going to give you this screen now you need to know you need to be able to answer one of these two questions you either need to know the your last name and the email that you use to register for the california association of realtors i have many people say i have like eight emails and i don't know which email i use to register for the california association of realtors do they send you emails all the time they send me emails you might want to look and see what email they're sending it to but let's say that's too much do you know your department of real estate license number hopefully the answer is yes so you could pick enter your last name you know your last name you know your dre number and then it takes you to this screen where you type in your last name and you type in your department of real estate number and what you're going to get is a screen that looks like this now that's my nrds number so if you're copying it down because you're planning on using it when you get to the mls it's not going to work right it's my number your number will be different you're going to need to copy that now if you're doing this like right now with your computer you want that number in the clipboard of your computer because we're going to be pasting it in more than a couple of times in order to get through the entire setup so mls connect and rpr rpr stands for the realtors property resource which is something you get as a member and what you're now i'm using mls listings because that's my mls i know that bridge mls and the beres mls and sfar mls um and metro list those are names of other mls's in northern california they all have an mls connect link someplace right now the way we do it in mls listings is when you log into the mls you'll notice that there's a button that says my info um is anybody else having trouble with my audio is anybody having trouble hearing me other than i'm getting one person saying they're having trouble anybody else no no everybody else is saying no just because the audio is bad or it's all isn't always because there's something i can do about it everybody else is fine so i'm not um this will be recorded if you don't like the audio and you're having trouble following along wait for the recording right you can you can turn it up right so anyhow if i were going to do this in my mls which is mls listings i would go to my info now that's probably a little bit different in bridge bridge is the mls for alameda county because they use the nrds number but you're going to have to ask them once i log in oops let me do this once i log in to i've collect i've marked my info right i clicked on my info marked it i highlighted it i selected it and then go down here where it says business info edit and what we're looking at is an nrds number there now if you're like many agents that i've worked with in mls listings when you log in and you go to my info and you look at business info your nrds number is not there right because it doesn't automatically get put in so if we've copied our nrds number because we looked it up and we're ready now we paste it in here and then we save it um actually we paste it in here and then it goes to that's what it looks like and then we hit save right you might want to make sure this is a older version of this um and you just paste it in and then you hit save and um now we've done now we've done it right now we've done it we've put in our nrds number we've hit save right now the next thing is rpr now again the interface will look a little bit different if you're in bridge mls or sfar san francisco association mls or baris which is the mls in contra costa solano county in sonoma county and metro last it looks a little bit different but when you log in someplace it says rpr right the realtors property resource now we want to set that up if you click on that link right and this is the first time you've ever gone to rpr it's going to give you a screen that looks like this and if you've never logged in before you're going to click where that little red thing is that says create a new account and in order to create a new account of rpr guess what number you're going to need to do it very good it's your nrds number right so we've pasted it once into the mls if it's not there we're now going to rpr and we're pasting it in where it says please set up your account and then it's going to ask us what is your name and what is your email and you create a password and they have some suggestions about the password hopefully you guys will be able to get through that and then then it's going to want to know what is your mls right that's the next screen once you're in rpr trust me there's a big payoff to connecting the realtors property resource to your zip forms or the account that we use to write offers which is now also known as lone wolf technologies we're going to look at that so you click on the state california scroll down to find your mls right you can see they're all there but there's the one i'm in mls listings you select your mls and you save and you're done right so now we've put in our information in our nrds information into the mls we've put our energy we've activated the rpr by putting in our nrds information and now we're ready to we're warming up right we're warming up so if you've never logged into the california association of realtors website welcome um you go to car.org and before somebody asked me you have to be a member of the association of realtors to do any of this and to be in them in the mls um you if you've never done this before you click on the new to car register and guess what number they want to know for you to set up your car.org account your nrds number right so if you've got that in the clipboard you're pasting it in putting in your last name they want you to verify your email you click on that they send you a code you copy the code hopefully you're all familiar with this kind of process books and so now you can log in now what i'm going to do it looks a little bit different from this but not significantly so so let me just see how much of this do i wanna all right so what i want to do and i'm gonna i've given you a handout so that um you can sort of follow along but it looks a teensy bit different so what i want to do is to well maybe log in and show you what it looks like now so you go to car.org sign in by the way i use software that remembers and manages passwords right it does it on multiple computers and it even works on my cell phone the reason i mentioned that is many times when i've been helping an agent do something i've sat around for 20 minutes while they struggle to login to the website that we need to log into for us to do anything right i'm just saying that this is why you know i'm usually heavily medicated because i have to put up with that like on a come somewhat regular basis so it's there's a lot of passwords a lot of websites that you're going to need i use a program called lastpass l-a-s-t-p-a-s-s if you don't know if google search google search password programs and you could find one but notice i don't have to think about it and by the way even if this was a new computer and i logged into lastpass it would be plugging it in now one of the changes is this little bubble here if you'll see in the slide it said zip forms now they have they've added stuff to it and so it says transactions and realtor secure transactions that's where we're going to click in order to get going now i'm going to do a class on what is glide right glide is a very useful program particularly useful for filling out certain kinds of disclosures particularly the tds the transfer disclosure statement the spq um i'm i'm gonna that'll be another class there are these other transaction tools the one we want here is transaction zip forms also now known as lone wolf right they've changed their name but we know it affectionately as zip forms we're going to click on access zip forms and then this screen always appears it takes a moment we click on continue right now what i want to do just so you get an idea of why we've done what we've done um is i'm going to log into the mls quickly and uh let me log into the emails quickly and i'm going to demonstrate why we've gone through all this we're going to do a quick search and let's say i'm looking for something active a single-family home that was listed in the last seven days and morgan hill and gilroy that's where i am right now so i figured why not um let me just pick one here's a nice little house on rockwood ranch a good a nice home i think for a first time home buyer right maybe this would be a good one um it's only three million three hundred and forty five thousand it looks like a like a steal so let's say you have a buyer that wants to buy this house and you're looking at it on the mls and you're now going to write an offer on the property what we want to do is we're going to copy that mls number right we're going to copy including the ml part now by the way mls connect only works on properties that are in your mls right only works on properties that are in your mls and if you're in mls listings it has to have an ml number if you're in in bay east territory the bridge it'll say be if you're in metro list territory it's going to say emmy if you're embarrassed these are names of mls's territory it's going to say ba right and i'll show you what we do when we're writing an offer that's not in our mls but first we're going to assume you're selling a home in your mls so we've copied that mls number now the reason we did that is now that we're here into zip forms i'm going to use it in a few minutes to demonstrate how mls connects works now if this is if you've logged in and you look up there's i don't know sometimes the picture shows sometimes it doesn't it doesn't actually show on anything but if you're one of the a typical real estate agent and you want your picture you want to see your picture as often as you can possibly see your picture right isn't it right you want your picture you're going to see a big picture um and so we're just how about that all right so i've added a picture there's information about an office and the first thing you want to do is go to profile and settings there's my picture and notice these tabs across the top all right you should look at them make sure name email address phone number your license number um i don't have a fax you know we don't really do that email signature you click on that and you can i copied and pasted this from my normal email signature and but you this will be put on all of your on emails that go out all the outbound notifications it will show your email signature you can put in links you can put in pictures um these are you you can do all that right so let's assume you've you've looked at that you like it so we save it we're just going to close as i didn't do anything back here profile and settings closed it a little too quickly sign in and security and there's not a lot here um to you can you know you can just check it offices let's say you've changed offices right you could type in the name of the office you can change it just by by typing it in oops i'll eventually figure out how not to do that um and then uh forms there's now you're going to have a bunch of these as well you can ch i don't bother to change any of these things it doesn't seem likely products um i don't really spend any time on that settings one of the things that we might want to look at is first of all the e-signature program now i've been using digital ink because i'm an old guy and digital ink has been around a long time 1.0 but i'm going to click on the new one which is a fanta sign and these two and you could have docusign now let me just say this docusign costs money and it is an electronic signature program it's very nice but you've already paid for two of them you can't use them both at the same time but you could switch back and forth you've already paid for two of them and if you're a member of exp or keller williams or any of the companies that use sky slope you have access to something else called digi-sign um if you're at one of the offices keller williams or others that use dot loop dot loop has electronic signing capabilities so you've got two of them built into the california association of realtors zip form section many of you work at offices that already provide you another one and so my question is why why are you going to pay 30 or whatever it is now a month for docusign i don't i don't get it right now some agents particularly older older agents not that i know much about those people but sometimes older agents will say well docusign is way better it's so much easier to use you don't want to use the other ones you ought to use docusign and i would say being a older agent that they have not looked at the car products probably in a long time 10 years ago there was a big difference between docusign and digital link now there really isn't much of a difference right and i'm normally using i've been using 1.0 um but we'll eventually uh we'll do the new one right because i've actually had agents say oh my gosh it looks different i don't know what to do so that's the new system and it integrates into zip forms we're going to cover that a little bit later now on this screen the one thing that i would recommend changing is the default setting for auto save the uh least amount of time that you can have is five minutes notice that's what i've picked what that means is is that if my i'm wandering around mentally you know watching the squirrels or doing whatever and um for some reason the program crashes every five minutes it automatically saves whatever i'm doing right so sometimes writing an offer takes a long time if you spend a long time writing an offer and you make a mistake and you click on the wrong thing and it's gone and you have to start all over again it's depressing right so that's the every five minutes it automatically saves um we can import we that's um apply broker and agent i don't know i generally don't do anything else with that the notification settings yeah i know let's go back and save it uh let me go back here whatever so uh i don't really change any of that so now let's just assume then you've you've fixed your profile you want to make sure you have the right office if you change offices it doesn't automatically change you have to type in the new office you want to make sure you have an email signature you want to make sure that it has just that basic information all right so this is the dashboard um or the navigation bar which starts with the dashboard there's forms there's transactions there's templates dock in box we'll do that later tasks we're going to kind of do later it allows you to create a a pre-designed checklist so that if you list a home what do you do in the first week and the second week and the third week and it can remind you contacts um it allows you to import contacts and you can put in a bunch of you know contacts we're gonna talk about the contacts a little bit later but let's just start at the beginning let's begin at the beginning and once you've fixed your profile the next thing you're going to want to do is create some templates now you can see i've you know i've created a few of them um i've got some commercial ones and others um let's start and we're gonna we're gonna we're gonna start from scratch scratch we're going to start with a new template so we're going to click on the button that says new now because we're writing an offer today we're going to assume this is a new offered template and so i'm going to say this is a demo buyer template right a demo buyer template and it's going to be residential the forms would be different if they're industrial or multi-unit or it could be different condos not so much but anyhow there could be a difference it wants to know now it's going to ask me do i want to automatically apply this template to every new transaction well if you've only got one template and you're only working with buyers and by the way it wouldn't apply it to a new listing every time you click on a new transaction purchase it would automatically load the template if you're a little more complicated um and you have multiple kinds of templates and things going on um i i don't that's why i don't automatically apply it because i as you saw mine's a little more complicated if you're not that um complicated you might say i want to apply it to all the new ones whatever um i've already got a bunch of templates as you could see we could start by by modifying one but we're not going to do that we're going to create a new template so we're going to hit save and what it should do there we go is show us the template now one of the big time consuming parts of writing an offer is data entry in multiple places and the forms that you're going to fill out it's going to want to know your name your dre number your office name your office dre number it's going to answer that information over and over and over again and i've watched agents manually typing it in in every i mean it's just it takes this is why it could take an hour or so so what we want to do is in the template um and one of the easiest way to do this is to click on add a doc right add a doc and so these are our different choices we can import the document but what we're really looking for is a form right now and we're going to add that form and the first form that you could use is a cover shape really really and the reason we're using a cover sheet is because when we open the cover sheet it's going to give us this sort of a blank you know cover sheet now in the old days agents used to fill this out and print it out and staple it to a folder or carry it with them that's not why we're doing it and what we want to do is keep scrolling we don't a lot of this information is going to be imported but look at this buyer's broker information so this is something we don't want to do all the time um i happen to work for all that and the bag of chips realty i don't know if you've heard of us uh you haven't heard of a bag of chips real tea anyhow um and you can put in the address of the property not you know so we're going to just you know fill this out um why not um [Music] and then the selling office dre number not really too how about this um i think it's i'm just going to pick one but that's not really it then telephone number [Music] um buyer's agent name way too many names how about that i know this number zero zero all right there we go um your phone number usually i don't i don't bother putting in the office number all i can do is put in uh [Music] put in my number and the last one is email address now uh obviously i've got way look at all these way too many email addresses so now we filled this out if you want to put in the fax number go ahead i haven't faxed anything or gotten the facts in you know in a decade or so now the reason that we're doing this is because we filled this out because we filled this out and we're now going to save it then whenever we launch this template this information will be automatically populated into the forms so i don't have to type bag of chips realty all right i don't have to type in my name i don't have to type in the dear i don't have to do that every time right that's going to save me a lot of time now when we you if you're going to have a listing template we wouldn't be filling out the buyer broker information we would be filling out the seller's broker information so that the listing templates would have all that information already filled out so if you're going to write a listing you don't have to manually type in everything i'm lazy i mean time efficient and i don't like to have to type in a lot i just don't like to right i don't like to so we've done a template we're going to go back we put in the cover sheet now let's talk about adding a dog um if this were a live group i'm not saying you're you're not a line but but it's hard for me to tell sometimes um and i would throw this open we're going to do this sequentially right the best way to create a template is to ask yourself okay i have a buyer serious buyer what's the first form i may be likely to use what is the first form now uh you can if you can think of something you can chat it in what would be the first form we would want to use if we were representing a buyer i see somebody's willing to play agency um yeah agency is hardwired into the purchase agency agreement yeah that's hardwired by there we go elvira gets the she ovira has won the gift card um to the dollar store right she'll be able to buy anything she wants at the dollar store um so the buyer it might be a buyer representation agreement right now there are three kinds i will do another class on what the differences are but this would be an agreement if you're not faint of heart right this would be an agreement between you and the buyer as to if you're representing the buyer and it's about being paid and there's a non-exclusive one which we would use for an investor there is a another non-exclusive one that we don't use at all because it doesn't mean we get paid the one most agents would like to use is called the exclusive buyer representation agreement right now we're going to in another class go through how to fill out these forms but if you are going to be working for somebody wouldn't it be a good idea to have a document that says i'm working with you now what would be the second form right so we've done it by a representation agreement what would be the second form and i'm going to give you guys a hint no one has mentioned it yet right because some of you have typed in a bunch of things i don't want it you know um rpa that's been mentioned before that's that's not it probably not it all right it's possible but not likely so let's say i so now i'm representing a buyer right i got one a live one he's got money they're motivated what am i going to do well i'm going to set them up i'm going to show them get them a search let's see if we've got the answer purchase agreement not yet not yet so now i want to show them a house what document do i need to show somebody a house is there a document that you need to show somebody a house pp people are typing in very very good i would be gone but three dollars worth of gift cards would be gone so where this is called the p-e-a-d form and before you ask me what is the p-a-e-p-e-a-d form just wait for it by the way i've got a video i believe so on my youtube channel on how to fill out the feed form all right which if you haven't subscribed to my youtube channel what's what's wrong with you i just don't get it but you might want to do that but we're going to click on add a document and we're going to type in the pead form wow there's a bunch of them now the one we want the one we want is the form and sometimes it's hard to tell um there's this is seller occupant that's the one we use for the listing this is called the p-e-a-d that's another seller occupant one here it is we want the p-e-a-d-v form right the peed v form now sometimes i've just created and i'll show you in my templates a peed thing right just a peed form because um it's it's because we do it all the time can you please share the link to your youtube channel um my youtube channel i'm not going to do that right now my youtube channel is up think real estate up think real estate u p t h i n k real estate right and you can you so we've got a p form so the b form the p v form is a form that we have to fill out before we're allowed to show property we're probably going to have to show somebody a house before we're going to write an offer probably right i'm going to go out in a limb we may have to show them a house before we're going to write an offer all right so we've got the buyer representation agreement we've got the peed form because we're probably going to need that now what uh now now we're probably getting ready to put in the residential purchase agreement right which is up near the top because it's you so much so we're going to click on that now there are different options your office undoubtedly has a list of all the documents that you're supposed to need when you're representing a buyer um i know some agents go through and they add all of those documents the statewide buyer and seller advisory the market conditions advisory they add all of those documents to their template the downside of that strategy is a lot of times when you're writing an offer the listing agent has already gotten those documents filled out right which means you're not writing most of the time as a buyer's agent we do not write up the statewide buyer and seller advisory the listing agent does we may not even do the market conditions advisory the listing agent does right so you need to know the list that your office wants of the documents when you're buying the house and then compare that to the documents that the listing agent has given you and add in the ones that are not on that list so we're not going to do all of that now right so and we can kind of stop here for now why not we're going to stop here and we're going to go we've created a demo buyer template all right cool now you can see i've got so i got a lot of templates i've got a lot of templates all right it's time to write the offer right isn't that nice time to write the offer so on this and by the way there's a lot of videos of lone wolf which is also known as zip forms as a youtube channel um this isn't secret information but um you ought to and every week they have classes on how to use their software you got to learn to use the software does everybody realize i was having this conversation with somebody saying could you print out peed forms so that we could have them at the listing right can we do that the answer is no you can't do that right because under the current rules with covet 19 you're not supposed to have paper now you're supposed to have flyers in the listing you're not supposed to have the peed forms and the listings you understand we don't print out paper contracts anymore i know brokers and and some of them aren't as old as i am and they haven't been in real estate as long as me and i don't understand but they still have paper files right they print out everything and they put it in the little prince of two holes and stick it in and i i just don't get that right i don't get that right we don't do that we use electronic signatures and we store things electronically and uh we just don't um now i'm getting again i can't download the handout if you look in the chat you'll see i have twice pasted the link to the handout and by the way if you're in my coaching program which elvira who just asked is this is in the document library right so um i'm not going to i'm not going to spend any more time on the handout all right so let's say we actually have a transaction so remember remember this beautiful right the starter home in morgan hill and rockwood ranch all right nice view you know of the of the lake and all that really nice and just to make sure here just to make this uh uh okay um just so we're gonna make sure we've copied the mls number right we've copied the mls number that's that's an important thing we've copied the mls number uh how do you distinguish the different p forms um client go out on multiple times um so i'll answer that question now you'll see that if you go through my you know mgdp form now in my how to fill out a peed form i talk about um a strategy for doing it the short answer to your question is you're going to use software called glide g-l-i-d-e right which i probably won't have time to get to today but glide when we logged in to car.org you see this here glide you ought to learn more and glide is a program that makes it easy to fill out plead forms as well as the spq and the tds and on january 14th are you they're you're going to get more glide capabilities but if you actually google searched glide and peed forms and by the way in my video which is on my youtube channel up think real estate don't forget to subscribe on my youtube channel my video on how to fill out the bead form i go through how to use glide and yes i'll go through how to use glide in the future but once you watch my video i could use the watch time i could use it all right so um yes i will go through glide especially once they've you know added all of the functionality glide has the ability to easily fill out forms sending them and and and easy to do that it's also really really necessary when it comes to doing the transfer disclosure statement or the seller property questionnaire which is something you would do with a listing let me just see what the other questions are uh as we begin a new year we want lone wolf somebody glide glide ample time opportunities you slide directly in transactions you lose i don't know there's something about glide and lone wolf there's a way of doing it without using glide so i have a video and i will show you how to fill out a peak form without using glide in fact there's i have a video already if you go to my youtube channel upthink real estate uh type in p-e-a-d when you search my channel you're gonna see a recent video on an easy way to fill out p forms which doesn't include glide right i mean i think i mean mention at the end but there's a system that doesn't include glide but we'll get to that later right if that's okay with you guys um glide is done i don't know about that i just don't know because it seems like cir is saying that on the 14th of january digital forms completion and transaction member benefits including standard forms beginning january 14th glide so after the 14th i'll do another session all right but i don't know uh uh i do peeds in pdf and then upload them directly to docusign but i have time tracking them down all right let me just do this let's i'm going to do a peed form all right just quickly because i it seems like that's what people would like right um so let me say i i'm going to i'm going to show that why not we're going to show this property right so i'm going to create a new offer to purchase and what i'm going to do that's the mls number but this is um the nice home in morgan hill right i forget the actual address it's residential so let's say i'm showing this property now i don't really know yet if we're going to write an offer because you know 3 million we expect a lot and i got fussy buyers right you know they may not like the view whatever so what i've done is i've created a template that is simply called mdg which is michael devlin group buyer p e a pead form and i'm going to just launch that now do you know what's in that template two things one is the peed visitor form and two my information that's all that's there so before i write an offer i'm not going to create a transaction yet for that property did i do this right anyhow um but here's the peed form right and uh this looks really so um let me go back to the list i i made a mistake i'm going to go here to transactions i was just saying if anybody was paying attention i knew it didn't look right so let's say my clients are really interested in this property right rock they're really interested we have plans to show it i might as well do this first so we're going what i do is i start by creating a new transaction purchase we're going to wait for it um this is rock wood i don't remember the name walkwood ranch how about that maybe i've done this before road and p-e-a-d right right now this is all i need to do it's a residential transaction now look over here you see that little button that says mls connect all right see that little button remember we went through the trouble of putting in our nrds number and doing all that um so i'm being asked if i can share my templates with the coaching group the answer is yes however it might put my name at the very very bottom of the thing i will have to see but the answer is yes it's not that difficult to do but i'll i'll share i can export them we're going to click on mls connect so we're showing rockwood ranch road and if you click on mls connect and it doesn't say an mls under the mls name then you have not set up mls connect properly it's not connected but what we're going to do is we're going to paste into that mls number i want to include the property photo i'm going to click on find and uh i'll show you how to the easiest way to do a peed form right there's a picture of it i don't know why just i it doesn't seem to populate anywhere so now i'm going to scroll down to templates and i'm going to select mgmdgp form and i'm going to hit save so it's created a transaction what's in this transaction if i click on parties buyer one now i haven't put in my buyer's information yet one thing that will save you time is that you put the buyer's information which you only need their name and their email address if you've got that in your address book right i'm clicking on address book notice my choices include google microsoft and yahoo top producer zip forms so let's just it's taking its time let's say that this guy is the buyer all right he's actually a broker but why not why won't let me do it maybe it is clicking on it i don't know i don't know why it's not letting me do it um billy how about billy all right just don't understand why it's doing this let's go back here it went too many can the contacts sync with your phone yes if you're using google or whatever the the syncing isn't as good but let's say my buyer is billy buyer and we need billy's billy at buyer.com right so all we need to fill out is the buyer's name first and last and the buyer's email address you don't need to put in their address you don't need to add their photo you don't need their business phone you don't need their cell phone right that's not going anywhere in anything notice i could save it as a contact that's what i want to do signing representative means that billy is not really the buyer the buyer is a trust the buyer is an llc the buyer is a corporation we're not going there now that's another class i'm gonna hit save so for parties i have billy the buyer right my buyer now notice what's already been imported is the name of the seller where did they get that from remember mls connect pulled that information and sometimes it's got the names wrong like the last name is first or whatever you might have to take a look at that but notice it also has my information because my peed template has the peed form and all of my information as a buyer's agent my name my dre number my office name my office dre number my email address it's got all that so now that i've i've covered we're just going to go right across here the parties we go to documents and here's the pete form and for those of you that have been struggling with the peed form you're going to owe me five bucks right that'll cover all of the dollar store gift cards i'm gonna buy today because what i'm about to show you is worth something in terms of reducing hassle and all that all right notice it gives us the opportunity to have multiple addresses let's say your buyer is going to look at four homes you could put all of them in like four homes tomorrow we're gonna look at four you could put them all in the advantage of putting them all in is you only have to do one peak form the disadvantage is well two one the listing agents all know all the other properties you're looking at and the second one which is more important to me because i don't really care that they know i'm looking at other homes is that it makes the automation a little bit harder so what we're going to do and if you just click here it'll default to whatever property you put in an mls connect so we go down here um are there this is where you'd write in the names of children so i always ask our you know who's going to be there and what is their relationship so we this requires a little clicking and typing this is billy not betty that's a different buyer um this is me because i'm the selling agent so i must be here someplace and i'm the broker or agent and my dre number is it's probably already figured it out all right and then down here we don't need to this would be if you have two buyers you would do first one second one and then i would be on the last one but you know we only got billy and then the way to make this effective not time consuming you don't have to chase down stuff is the way we do all of this um at the bottom no children don't need to sign but we they want to know that they're there and the parents are going to answer the question are your kids sick do they have covered you know that sort of stuff all right so and then you can read all of this if you want to so we're ready now and the the the thing that makes this effective less time consuming and not a hassle is the signing process right and so i'm going to save this we're probably not going to send it to the other agent because you know he'll be thinking i'm showing it but now that we've got the p form we go to e sign right and all we've got is the p form right because that's all we're doing and who's going to sign it well billy's going to sign it um i'm going to sign it and then this is where it becomes really useful oh i notice now just now that the listing uh that the seller is the listing agent right that sometimes makes things easier i have a listing in by anyhow never mind so we're going to now normally normally we do not automatically send things to the listing agent to sign right i'm just letting you know that right even if you know the listing agent's email address when you're writing a purchase offer you're not automatically sending it to the listing agent to sign we sign it you and your client sign it and then we send the pdf to the listing agent and the listing agent deals with it after that this is different because we don't want to hassle this we want it to be an easy turnkey system without us having to do very much work so we're going to ask the listing agent to not actually sign but to initial something and i'll explain why that is going to make things easier so billy the buyer me the agent and the listing agent that's all we've got we click on next click on next and in fact even though i was you know pimping glide a little bit there i like my system better than their system because of the return thing that i get you'll see what i mean in a moment right so the nice thing about digital inc in its various forms is that for most of the zip forms forms it knows exactly where to put everything this one's a little more complicated because look at the signers initials who is going to sign the answer is every adult is going to sign who's intending to be there that day so if there's a husband and a wife they would be initially down there and if there's a agent going with them i would be initially there too normally agents aren't initially at the bottom of purchase stuff so the way we would initial this this is and again there's i'll spend more time on this maybe later but right now this isn't that difficult we're going to grab the initial and there is billy the buyer then i go over here and i go down to me and i grab the initials sometimes usually there's another buyer but it doesn't really matter i'll put i want a little distance between me and the buyer so i'm going to do that scroll down here now we're for signatures i'm kind of lazy since i'm already got mine there i would drag the signature and let it go now i'm lazy enough sometimes i don't bother to you know arrange things if you're a little more on the obsessive compulsive you're going to want to drag it over so it's the date is next to the date all right then we're going to go find billy and we're going to drag billy's signature here and because we're kind of compulsive we're going to put it there right now this is where it becomes a little easier notice notice because we put in the listing agent's information and clicked on their name as a signer notice that it is put in the listing agent's initials here right they put in their initials here now we're obviously i'm not going to send it to them but i just want to explain what this is going to do i hit sent the document goes to billy the buyer billy the buyer knows it's coming i've explained to them they're not going to let you in unless you do the beat form right so billy on his phone laptop tablet signs not very difficult it then comes to be to me i'm the next one in the queue i sign on my phone tablet laptop but instead of saving it and emailing it to the listing agent that sounds like a lot of hassle automatically zip forms is going to send the form to the listing agent right the listing agent is in the queue billy first me second what is the listing agent going to be asked to do initial that they've gotten the form initial it when the listing agent initials it i'm going to get in my email an email that says hey congratulations your form has been signed right now i could download it i usually don't right because i i don't know right if somebody asked me do you have a peed form on this property i i've got it it's in my email it's also in zip forms in that it's there if i need it but i don't really you know need it right every day you need a new peed form right you understand because it's asking about are you sick today and then tomorrow you need a new p form so by making sure that the listing agent is in the signing sequence i don't have to write the listing agent an email i don't have to attach a peed form i don't have to download the peed form to attach it to an email to write it to the listing agent i let the system take care of all of that for me and by the way a lot of times the listing agents don't initial it right they just don't right because i don't know they just don't i can't you know i can't i can't explain it but many of them do which means i get it back and now i got the p form signed and initial by everybody we're not going to actually send that out because i don't want to say it all right so that's the easiest way of doing the um that's the easiest way of doing the p form you create a template that says p v p v is for the visitor right and you know then um um one last thing and then we'll go because people have asked what about rpr why rpr why why why did we do that and i'm going to be next week we're going to be i'm going to be doing another one of these where we're going to be going through the next steps which are actually getting into writing of the offer in the documents but let me just explain what's all this about when it comes to rpr so let me find a listing that's not in our mls so i'm going to look for something in oakland right why not so i want to find a property for sale in oakland um california let me just see if it'll find me that's not really what i wanted it's in quincy but let me go back come on back so um how about fremont are you sure you don't you know where fremont is i'm looking for properties for sale three months [Music] all right so what i'm looking for is a listing not in our mls and uh there we go so here are a bunch of listings um here's one for sale i'll make see what general less elections in all right so you can see that this is not in our mls and one way you can kind of tell is some place that's going to tell you what the listing is and notice here mls names the contract cost association and bay east and bridge mls that's not our mls right it's not our mls so what that means is is that if it doesn't have an ml number it's not in our mls mls connect will not work right so if we're going to write an offer on a property that's not in our mls not going to work and by the way the beat that won't work however notice this little blue button here next to the map zip forms you see that if you click on that it's going to allow you to create a transaction based upon rpr so we're going to click on a new transaction it's a purchase transaction we're going to click on ok go to zip forms and now what it's done is it's loading information about that property it's not as good as mls connect right sometimes it doesn't have the listing agent's email and things like that but to how do i automate it a little bit when i can't use mls connects that that's why we have rpr because rpr is like all of the different mls's and now that we're here you notice how it's imported a lot of the information it knows the apn number it knows the names of the sellers but what it did not import was the listing agent's information right so we're going to have to add that i think because um it didn't import it right so it's not perfect we would have to add that but at least it's given us something right it's put in the address the apn number the names of the sellers uh we could add it and that's how you start a transaction when mls connect doesn't work because it's not in your mls all right i went on a little bit you know extra i'm going to have to charge you guys more for that i hope you found that helpful right um there's a video of me on my youtube channel doing the peed thing but if you got the idea um i don't actually use the peed form in the transaction so much because i you don't know which one they're going to make the offer i just send peed forms when they say okay we want to buy it then i um apply to that that transaction which is the peed form transaction the buyer template and then it adds everything i'll show you how to do that next week next week i'll show you how to do all that all right hopefully that was fun for you guys as much fun as it was for me i hope everybody got a copy of the handout uh be safe out there i'll see you guys next week and we'll we'll fill out some more forms and by the way let me just one final comment i believe that the more competent you feel the more like i know that there are real estate agents who don't write offers simply because they don't know how to right i'm not kidding right they really don't know how to and so they if somebody says well can we write an offer right now they're like i don't know well maybe tomorrow would be better because they don't know what to do what i want you is to know what to do so you have the confidence because you have the competence i've been practicing that line see you guys later bye now
