Enhance Online Signature Legitimateness for Real Estate in Mexico with airSlate SignNow
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Your complete how-to guide - online signature legitimateness for real estate in mexico
Online Signature Legitimateness for Real Estate in Mexico
When dealing with real estate transactions in Mexico, ensuring the online signature legitimacy is crucial. Utilizing airSlate SignNow can simplify the process and provide a secure solution.
How to Use airSlate SignNow for Online Signature Legitimateness in Real Estate Transactions in Mexico:
- Launch the airSlate SignNow web page in your browser.
- Sign up for a free trial or log in.
- Upload the document you need to sign or share for signing.
- If you plan to reuse the document, transform it into a template.
- Make necessary edits to your file such as adding fillable fields or inserting information.
- Sign the document and incorporate signature fields for recipients.
- Click 'Continue' to prepare and send an eSignature invite.
airSlate SignNow provides businesses with the ability to send and eSign documents effortlessly, offering a cost-effective solution. Its rich feature set provides a great ROI, is tailored for SMBs and Mid-Market, and has transparent pricing with superior 24/7 support on all paid plans.
Experience the benefits of airSlate SignNow today and streamline your real estate transactions in Mexico with confidence!
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FAQs
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What is the online signature legitimateness for real estate in Mexico?
The online signature legitimateness for real estate in Mexico is supported by various laws that recognize electronic signatures as valid and enforceable. This means that electronic signatures can be used effectively in real estate transactions, providing a secure and legal way to sign documents remotely.
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How does airSlate SignNow ensure the security of online signatures for real estate documents in Mexico?
airSlate SignNow employs advanced encryption and authentication measures to ensure the security of online signatures for real estate documents in Mexico. This guarantees that all signed documents are protected from tampering and that the identities of the signers are verified.
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Are online signatures through airSlate SignNow legally binding in real estate transactions in Mexico?
Yes, online signatures through airSlate SignNow are legally binding in real estate transactions in Mexico, as they comply with applicable laws regarding electronic signatures. This makes them a reliable option for closing deals without the need for physical meetings.
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What are the pricing options for using airSlate SignNow for online signatures in real estate?
airSlate SignNow offers various pricing plans tailored to meet the needs of different users, including affordable options specifically for real estate professionals. These plans provide access to essential features for managing online signatures effectively, ensuring great value for businesses in Mexico.
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What features make airSlate SignNow ideal for real estate transactions?
airSlate SignNow provides features such as customizable templates, mobile accessibility, and real-time tracking, all of which enhance the efficiency of real estate transactions. These features streamline the process of obtaining online signatures, making it easier to manage documents digitally.
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Can airSlate SignNow integrate with other tools used in real estate business?
Yes, airSlate SignNow can integrate with a variety of tools commonly used in the real estate industry, such as CRM systems and property management software. This integration facilitates a seamless workflow, allowing users to manage their online signatures within their existing workflows.
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How can airSlate SignNow improve the workflow for real estate agents in Mexico?
airSlate SignNow enhances workflow for real estate agents in Mexico by automating the signing process and reducing the time spent on paperwork. With the ability to send and track documents online, agents can focus more on their clients and closing deals.
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How to eSign a document: online signature legitimateness for Real Estate in Mexico
welcome to state listings inc the home of my state mls my name is dave and welcome to a little february session of the key to a healthy relationship and how my state mls is the mls that can help save your relationship when it comes to you staying connected with your clients and customers so let's get things started and talk about what makes a good relationship we know that falling in love is tough but once we get there it's amazing but there's still work that needs to be done to make sure we keep a solid relationship and when it comes with relationships whether it's family friends or in this case your clients and customers any marriage counselor is going to tell you that the key to a good relationship is going to be communication and having that solid communication and keeping up with communicating with your clients with your customers is certainly a great way to make sure that that relationship is long-lasting so that they come back to you for when they're ready to sell their home buy a new home maybe they want to refer their family and friends to you keeping that good repertoire with your customers and clients through the means of great communication is a great base for you and growing your business with that said it's quite obvious that when you're working with customers and prospective clients it's super important to stay in touch with them and when we're talking about those clients whether it's past present or even future those ones that have told you no in the past but you've still got them on your email list you still reach out to them every few months it's important that you use tools like a crm a customer relationship management tool to make sure you're always connected with those clients with those customers just so that you stay on top of mind of them and that way they know when they do need a real estate professional they know they can come to you so let's just play the dating game real fast or the newlywed game your your customers your clients they're not here so we can't play a normal version of the game but you've got to think about your customers and clients and they're more than just a phone number or an email address in your crm they are a person and you have to handle them as such you can't just be looking at them as dollar signs when it comes to the end of the day you've really got to know these customers and the clients that you both represent and could represent in the future and so what do we mean by that do you know your client's name yeah chances you know their name do you know their full name but let's go beyond that do you know the name of their spouse do you know the name of the kids what about the pets do you know the names and family members of all your clients and customers do you have those written down anywhere do you have notes about what they like do you know when their birthday is do you know all of these different things about your customers and clients knowing these things can certainly play up when you reach out to them especially now coming out of 2020 the coronavirus cova 19 totally shook things up people were doing social distance work from home kids were doing distance learning working from home so when you're working and reaching out to these potential clients to these potential customers if you know the names of the kids bring them up in conversation hey jer this is dave i know we discussed selling your house last year but things got a little crazy uh how's everyone doing how's the wife how are the kids how have they been doing distance learning how they've been handling this kind of shake up address them by their names let that potential client that potential customer know that you're actually invested in them their family and this big decision of buying or selling a home and when it comes to those conversations that you've had with your customers and clients do you remember what you talked about last do you remember when it was all of these things are something that can be placed into a crm to allow you to keep good tracking good notes so this way when you reach back out to that potential client that customer you know exactly who they are you know exactly what you've discussed in the past and you have a good backlog and tracking of this entire journey that you've had with them from that first phone call and for those that are already using my state mls if you're not already using it we do include that built-in crm that's going to allow you to track all of your customers all of your clients create saved searches that are going to automatically send new listings to those buying customers and it's going to allow you to keep notes on those interactions that you've had with your past clients with your past customers so you never miss a beat you're going to be able to have that conversation you're going to check in with them find out if they're ready to sell you where are they ready to buy it they say no contact me again let's try again in the summer so you can go into your crm find that customer in there add those notes saying we talked for a little bit family's doing good kids are doing distance learning they want to wait until the summer to see if they can buy or sell then we can add that to the crm so that way when we follow up with them again we know exactly where we left off we don't have to try to remember so let's do a quick dive into the my state mls crm and see exactly what we're talking about if you're not a member of my state mls just yet you can visit us anytime by visiting mystatemls.com that's m-y-s-t-a-t-e mls.com if you're not a member you can just go ahead click on that sign up button right at the center of the screen and that's going to take you right into the process to get started one of the coolest features of my state mls is how easy it is to get involved and become a member with our unique custom built platform you can be up and running the same day that you get signed up so if you're interested in getting started with my state mls as soon as this webinar wraps up you can visit us at mystatemls.com click on that sign up button and you can be up and running right away once you've logged into your my state mls account you can get to your crm by clicking on the contacts button on the left hand sidebar menu or we can use the contacts drop down at the top of the screen if you're a brand new user to the my state mls crm we do allow you to import all of your contacts so if you've got them saved in a spreadsheet or a word document we allow you to go ahead import all those contacts at once so it's going to build your crm right away once you've got that crm populated with all of your customers and clients you're going to be able to see them here and we're going to see all of those customers clients both past present and future here in your contacts drop down of course if you've been in the business for many years you know that your crm is loaded with different names and phone numbers and that's okay because we do allow you to go ahead and filter so if you need to just pull someone up we can just start typing in their name we're gonna search for a jerry looking for jerry's info here and there's jerry stingler just the guy i was looking for as we open up jerry's contact card here we can see we've got all of his basic information here we've got additional information so here's his birthday we again do you know when your customer's birthday is this is actually in a couple days his wife susan and his kids mike and bill so this way we've got some basic information about them again if i call jerry up and say hey jerry how are you and sue doing with mike and bill doing uh learn from home is the house just going driving you crazy things like that below that you're gonna see we have our notes section in the crm again having great notes about all the conversations you've had with your clients and having that running log is a great way to just make sure you're always on top of things and make sure you're not forgetting what you discussed the last time so let's say i talked to jerry today so i'm going to say that we talked for a little bit the kids are learning from home but maybe want to maybe consider selling in the summer so now we can you can see there is that is now time stamped with today's time at 2 11 when i click save and if i were to come back and look at this another day instead of having the actual time it's going to be time stamped with the date below that you're going to see a bunch of other things that can be built in and incorporated into the crm where we have messages saved searches cmas and saved carts what's great about the my state mls platform is as we start building out different things for our particular customers maybe we're doing a particular property search we can do is save that search for that client and what will happen is we can then assign it to this client and every time there is a new listing matching this customers search criteria it's going to automatically send them an email branded with all of my information and every time that they open up that branded listing it's going to be covered with my information on it so that way they can reach out to me very easily through the my state mls crm so we make it very easy to go ahead and just add a new contact to that crm we just click on add new contact from that contacts drop down and you can see right off the bat it just wants some basic information so we're putting something for mike i say at minimum put in an email and phone number the rest of the stuff you can fill out at any other time and after we've filled out that information we've got a basic contact card for mike bruno again at any time we can go ahead fill out that additional information the birthday information about their family members things like that we can put there and just like any other contact card we can see we have our notes if we want our messages saved searches our cmas as well as save carts for those unfamiliar save cards are similar to shopping carts when you're doing shopping on amazon or on target you find the items that you like in this case if we're finding properties that we think our customer would like we can add them to a cart and mail those to them so they can browse them again branded with our information so i wanted to pull up another customer that i've been working with for a long time i've been working with bonnie right now since november of 2019 and here you can see we've had a lot of conversations for quite some time she and i first met in 2019 we met for coffee again later in that month of november we planned her walkthroughs in february we planned out our open house schedule february and march but we all know kind of what happened in march of 2020 so things definitely took a turn for us but then she just touched base with me a couple months ago she's thinking about buying a second home so we did is we went ahead and created a saved search for bonnie we can see it's got a drip campaign so anytime there are new homes matching bonnie's search criteria that's going to go ahead and send her an email so as we just said staying connected very important when it comes to working with your clients and customers so what about once you've connected you've maintained that relationship and it's time to start either the selling process or the buying process for your customers and clients it's time to make things as easy as possible for both your clients and your customers we know that last year completely changed everyone's work and home life balance people started to have to work remotely working from home kids started social distance learning bringing home laptops and watching their computer screens to see the lesson plan that their teacher was doing from their home you combine all of those things and schedules get very full and they get very very hectic but last year also brought us a lot of things to make our lives easier you know we had zoom was the biggest thing to come out of 2020. everyone's doing google hangouts technology has really changed the way that we communicate and work with our family and friends and the same thing holds true with my state mls one of the biggest things that my state mls has been able to bring to our members last year was the ability to get electronic signatures for your documents and forms and if you're not familiar electronic signatures or e-signing has made it easier to get your documents signed at any time it makes it easier for you and your clients to sign off on agreements to sign off on contracts no matter where you are no matter what time of the day so this way there's no need to work around already busy schedules if we're still practicing social distancing if someone's still weary about going into an office or having someone come into their home contracts and forms can still be signed at any time anywhere on pretty much any platform with my state mls and constellation ones our docs platform we've recently partnered with constellation one to give my state mls members access to their amazing rdocs platform which gives users the ability to manage all of their documents for all of their transactions and to tell us a little bit more about constellation one the ardox platform and how you can use it with your my state mls account i want to bring in charlie nettle from constellation one to tell us more about this great platform and how you can start using it today to make all of your transactions from here on out easier than ever before charlie how you doing today good dave thank you how are you i'm doing great thanks for joining us today my pleasure let's start things off from your my state mls platform just to kind of show people where they get access okay perfect so uh what i believe you're talking about dave is is in your internet platform on the left-hand nav there's an item called digital docs and so to access the digital docs or the rdesk product that we're going to take a look at now you would click on the digital docs on your left-hand nav and you can get right into it when you do get logged in this is what you'll see you'll be brought to your dashboard i've already started a transaction tile here so i have one on ready to go but what i'd like to do is kind of step through what the process looks like how you can add in a transaction tile show you where you can add in documents and forms and then we'll create a signature session and step through that real quick uh and we'll hit a few of the features along the way here so typically what a lot of agents will do is when they first receive a listing or or have a listing agreement ready to sign or something like that they'll come in here and they'll create a new transaction so i'm going to go ahead and click on the blue create new transaction you'll see that it adds a new tile to my dashboard and i can then go through and i'll add in the client uh who in this case will be our seller and then we'll talk uh add in the property that they are going to list if they haven't listed it already we'll add some forms and documents and uh contacts and so forth and uh and step through the whole process so first off let's go ahead and add in our client so i'm going to click on the client button uh this person of course is going to be our seller using the idea that we're signing a listing agreement i can then from the drop down select our seller number one who will be our primary uh person and then i just need to enter their name their information into the system so let's just say this is going to be greg ventura and we're going to enter in his email address i'm actually going to use one of mine here all right and then a phone number of course so these are required fields so i'm just going to go ahead and add in a phone number and then submit and that will add this person to our transaction tile and of course you'll see that they're added as a primary person and their description is seller and we can see their contact information we can continue to add people to this transaction just by clicking on the add contacts so when you get to that point where somebody's excited about buying a new home or new property you can add that person to this transaction tile and complete all the signatures through this process but we're just setting it up for now so let's go ahead and jump back to our dashboard and now we want to associate a property to this transaction tile and you'll notice that we color code them a little bit so the green is for buyers and the blue is for sellers but i'm going to go ahead and click on the properties button here and it's going to ask us for our properties so we do connect to the mls data so if you have the mls id all you need to do is just paste it right into the box here and search for it and it will pop in that property information so i don't need to re-enter all of the information again the address and the first photo for the from the mls will come through as well and then i can just submit that uh to the form and you'll see that it does automatically populate here on our transaction tile let's go ahead and take a look at forms so to add in forms to our transaction i'm going to click on the forms link here within the tile and that's going to take us over to our forms page uh it's actually because we don't have any forms associated to this transaction yet it's going to open up our ad forms interface uh and you as agents and brokers can create your own custom list of forms i'll show that here in just a few minutes so i do know that one question that has come up in the past is can i upload my own custom forms the answer to that is yes you can i'll show you that here in just a few moments but let's get this transaction going first so i'm going to select my library of forms we do connect and do have available all of the my state mls forms in our system already so you can just select it from the drop down scroll through the list and you can see the different uh forms here that are available and i'm going to add in our data sheet as i always add in the datasheet because this allows for one point of data source in that this will help populate some of the forms with uh the property information uh the buyers and sellers names and phone numbers and all the pertinent information so you don't have to enter it into each form it's an automated process that will allow you to do that that the system will do for you i'm going to grab a couple of forms here as we scroll through but as i mentioned we do connect to all of the different forms that are available through the my state mls i've selected them click the right arrow they're going to pop over here into the box on the right click the add button and that will add these particular forms to this transaction tile and this is what our forms module looks like so we have a list of the forms that are available on the left i can click on the name to see the forms i can also click on the work with forms button if i needed to add more forms or if i need to remove one or something like that i mentioned the data sheet earlier and that's what we're looking at here and so i have the property information already in here i did not enter this here but the system knows that this is the property that is connected to this transaction when i entered the property information to this transaction the system remembers that and it will put that information here as well as on the other forms as well wherever this property address needs to be populated so you don't have to keep re-entering it one point of data you know one point of data entry my agent information will also show here so i as the agent again it automatically pops that information onto the forms and in the case where a buyer or a seller's information is needed it will also put it in here as well so my friend greg who is our seller his information is also showing on the form so i just had to input that once and it's going to pop onto all the forms automatically as needed all right let's jump back to our dashboard i mentioned that you could upload your own custom forms as well so if you have a specific form that you're working with and you want to make that part of your transaction or if you even have just a set of documents that you just want to use that you know you're going to use every time whether they're your custom forms or my state mls forms you can customize a library specific to your needs so how do you do that that is going to be on the top navigation we're going to click on select and we're going to go to forms manager and from here we're going to jump over to the my forms page and this is where we can create a library of forms we can create multiple libraries as needed so you may have a library for buyers you may have a library for sellers or maybe different property types or something like that i'm going to click on the add package so package library synonymous terms we can give our library or our package a name i'm just going to say charlie's forms number two and we're going to add that in and then we can come over here to the right and we can add forms from the library or upload new forms so let's take a look at the library first as i mentioned earlier we do connect to the my state mls form so we can select that library here and then we can select the different forms that we want to add to our personal library and we're going to add those in but then we there's also the upload new forms button so we're going to go ahead and click on the upload new it's going to allow us to browse our computer for the forms that we want to upload so we're going to navigate around i happen to be here already so i'm going to go ahead and select my form and open that it will put the name right in here and we're going to going to upload that we can modify the name of the form so the if you want to do that we can do that i'm going to keep it the same and we're just going to update that and you'll see that it adds it to the library right here automatically and it saves it so now we're all good to go so next time i come in and create a transaction i can use this library charlie's forms number two and associate these specific forms to my transaction jump back to the dashboard here real quick and i'm going to jump into forms here just to kind of close the loop on that so if we do go back into forms and we click on work with forms again i'm sorry if we click on add library forms here we go and in my library drop down you can see that i have my library's forms that are showing here and when i select it the forms that i have added to my transaction here or to my library will show okay all right uh next thing so we've added in our primary contact our property that we're working with and we've added some forms and now let's take a look at some of the documents that are available here as well so you can add documents such as inspection documents and things like that there's a couple ways you can get those into the system you can manually upload them through the transaction tile you can have perhaps you have an inspector who has gone out to the property and they want to email or fax the form to you or the completed document to you they can do that so that they don't have to come to you or you go to them or you know email through the forms back and forth he can do that right into the transaction directly so at the bottom of the transaction tile there's this email address it's a number at myrdocs.com and when you click on it it's going to open up a new email message at least in my system it's going to open up my default email and all they need to do is attach their documents to this email and send it to this address close that out no i don't want to save it and those documents will land in this transaction in the documents section automatically you have access to them you can view them edit them whatever you need to do if it's multiple documents in one email you can actually break them into several different documents if that is what is needed so that is one way to get documents into the trend into the transaction from the tile i'm going to click on documents this takes us into our document manager where we can add documents manually if we need to so we're going to go ahead and click on the add document button here and we can add via browser or by fax i'm going to select fax and let's step through that so again with the idea that we have an inspector who wants to fax some documents over or or what have you you can from the document title let's go ahead and select the type of document that's coming in we'll call it a roof inspection you can change the name if you choose to do so up here you can also change the description or edit the description and then you can set the privacy settings for this document this is private should only i in the transaction have access to it or can i make this available to everybody who's associated to the transaction so public versus private we do select private by default because we want to we want to error on the side of caution if you will so we don't want to be exposing documents unnecessarily once i've set the type of document that's going to be faxed in i'm going to create a fax cover sheet so the blue button down here at the bottom on the right and then it does create a little link here on the bottom on the left backs cover sheet i'm going to click on this and this will be the fax cover sheet you can email this over to someone you can print it out and use it yourself if you choose to has a toll-free number here at the top this is where you can fax it in and then the barcodes is what's really important to the system in that this is how we read what the documents are where they go the privacy settings and all of that but there is more information down below that defines that in a friendlier language but that's the cover sheet for the facts so you can fax documents in so you can email or fax and the other option i'm going to close this out is to manually browse your computer and upload them to your to your computer so again i'm going to click on browse and then we're going to select the type of document again i'm just going to grab one here at random and then browse and again we can just go ahead and select the document from our computer i can choose to upload and add in other words i can upload this document and add another one or i can just upload and close i'm going to upload and close it adds our document right here to the transaction okay all right let's jump back i'm sorry real quick so there are some tools over here you can initiate an eSignature session you can see the privacy setting uh the wrench here indicates that if you need to split the document you can do that here as well so you know like i said if the fax or the document itself that comes into the system is actually two or three documents you can break them into multiple documents and they would have their own line item here in the documents page all right that's kind of the high level of setting up a transaction or a transaction tile let's say for example we need to now create a signature session so we need to get some documents out to someone for signature how do we do that so let's go into our forms again because i need to get a signature on a specific form let's see what we have here let's go ahead and use the buyer agreement here so in the case where we potentially have a buyer comes into the system uh we can add them in as a contact to the transaction uh in this case i'm just going to kind of the efficiency of time here i'm just going to use greg so greg will be our buyer and our seller here you know what that's going to be confusing so let me back up and let's add in another contact here so we're going to add a contact and this is going to be our list we'll call the buyer's agent and we'll say this is uh mike green and we're adding his email so let's say i'm green gmail and we're going to submit that and so now we have mike as part of the transaction now let's go ahead and create our trend our signature session so when we go back into forms we're going to select our buyers agreement and we can kind of scroll through the buyer's agreement and as i said earlier the information should pop in here automatically so we have my agent information that shows in there and uh all right so those fields are not tied in there so if you do add in other forms and you do want these mapped to the data sheet we can do that that's something that would need to go through dave and his team and then come over to us i believe there'd be a small fee associated to that but you can upload fillable pdfs here as well so the fillable pdfs will show here and that's apparently what this is more so so anyhow let's go ahead and create a signature session i'm going to click on the e-sign icon here at the top and we're going to select our signers here we can add in other signers along the way let's go ahead and select them from this box but we can click on continue and this is going to take us to an overlay where we can click here to open our e-sign process so this is the very beginning of the electronic signature the e-sign process we need to give it a name of course uh i'm just going to say buyers buyers agreement we can add an email message we can also do this at the end of this process as well and we can also have the email cc'ed to other people as needed on the right hand side there is a signature sequencing option so in the case of perhaps an offer you'll want the person making the offer to sign the document first before it goes over to the seller for their signature so you can designate the order in which a document is sent out for signature or you can send it out to everybody at once as needed everybody can sign it it'll all come back on the same document back into the forms center here i'm going to go ahead and select the one at a time here you can include yourself as a signer as needed you can allow people to assign a delegate to sign for them if that is the case or if that is needed you can also set up a cc address so in other words you can have these forms the signature sessions signed forms cc to you with the forms attached to that email so that you can receive the forms through email and you can also set up reminders uh in the case where there is an expiration date on the signature session something needs to be signed by a certain time uh you can set up reminders you can set the expiry date expiration date uh to some point in the future here so we can go ahead and set that on the calendar and then we can define how often should those reminders go out every day every second day every third day or so forth so you can set reminders i'm not going to do that on this transaction all right so once we get our information set here we can click on next and this is where we will then invite our signers and because i set this up as a you know signing in order we have the option to define the order here with our sequence so if i wanted greg to sign second and mike to sign first i can just change that here in the signing order i'm actually going to put it back the other way there we go once we have our signers here we're good to go to the next step but you can also add in additional signers here on the gray bar here on the left i'm going to click on next and now we can add in our signers as needed so i'm going to add in greg as our signer number one uh i'm sorry no we're gonna add in mike as our buyer number one and i would be the broker but we just go ahead and add in greg here for the moment and then click on next uh and we're gonna get a message here there are more fields to be signed on the form than i have signers associated to this transaction so that's why i'm getting this message just alerting me letting me know that uh i may be missing some signers and i should go back i know that i'm not so i'm going to go ahead and click on yes to continue now we can see our form this is the form or forms if there are multiple forms that will be sent out for signature that's just the one form for in this case so we're going to click on next and this is where we can mark up the document a little bit more if we need to do so there is a date field here so we can add in a date as we scroll through we can take a look at all the different fields on the form and because the step before i was able to designate who signs where that's going to put that on the form automatically so i can see that mike green needs to sign here and the greg ventura needs to send sign down here and that will automatically put those onto the form here for you you can also mark up the document so let's say for example we need to strike out this paragraph here we can just drag it in from the navigation on the right and let's see i'm actually going to move it to this side and that makes it a little easier for me personally to stretch that out across and i can actually add that strikeout and we'll add it to the second line here and then in this case i may need them to initial their acknowledgement of this change to the document so you'll notice here at the top we have greg's name that shows we can drag in his initials and you'll notice that the initials box says gv for greg ventura i can then select mike green drag in the initials box and you'll see that it says mg for mike green so they both need to initial this section of the document but by selecting their name it will automatically connect them to these box so when it comes to the signing session uh the little guide will take them directly to the box that they need to initial in this case so different tools that you can drag in from the action bars here on the right and the left i'm actually going to remove those these from our transaction here so you can click on the red x to remove those items as needed and there we go let's see get that out of there there we go uh but you can mark up the document once you're all set all right so what's next let's go ahead and now we can move on to the next step because we have our signers in there uh we can preview the document before we send it out just one last check to make sure that we have everything in place and i'm going to scroll to the bottom and i see i have greg's and mike's signatures and dates there so we're going to go ahead and click on next and i mentioned earlier that you can modify the email address or i'm sorry the email message that is sent out and so we could just say uh you know please sign and that will be in the message of the email they receive all right and then once you have that all set click on next and that will begin the signing session and send out the first documents as needed this will also take us to a landing page for our signing session information this becomes part of the record for this transaction you can always refer back to it for dates times and uh signatures and where things were sent and all of that it becomes a permanent record of the transaction so you can always use this in case you need to uh document or or clarify for someone else at some point in the future all right i'm going to go ahead and close this and that will take us right back to our document center here back to our documents or digital docs um all right so the emails have been sent out what do those emails look like let's take a quick look at the signing session and what that looks like for the consumer so as dave mentioned the signing platform can happen on your computer can happen on your phone it can happen on a tablet uh you know or any touch screen device so i've received this email inviting me to sign and you know here's the message my custom message that i had entered into the system and as i scroll down i have the sign in review it's a link i'm going to click on that and it's going to begin or open my signing session so it's going to want us to designate our signatures here so because i'm logged in as the agent it's putting my information in here this is just a cross up on the way that the uh the way i have configured this transaction so i'm actually going to change this to uh greg ventura so you can or the signer can change whatever it is so if their name is incorrect or if it's spelled wrong or if it's you know not the formal and they want to go by the formal they can do that and they can also do the uh initials here so we're just going to go gv for initials and then they can scroll through and select the signature that they would like to use if they're on a touch screen or if they're using a stylus they can also create their own signature by actually signing so i'm going to click on this blue link that says draw your signature and they can come in here they're presented with a touch screen and i can just click and draw my signature here as needed of course i'm on a computer with a mouse so it's terrible so i'm actually going to go back to selecting my signature but the idea is they can use a stylus there and get their signature into the system all right and then at the bottom i need to agree and then i can start we're going to get a pop-up that's going to tell us the color coding and what each of the color codes mean for the different fields that are on the form just click on got it and then we can click on start start we'll begin with the guide the guide will take you to the first field that you need to uh that needs your action or attention in this case it's going to be initials here so or a date i'm going to click in the box to enter in today's date i can then click on next and it's going to automatically take me to the next field that needs my attention i can click in the box it will add my signature and click on next again there we go and next and with the begin then once you get through all the fields that need your attention it will bring you back to the first field and a pop-up will happen that says all fields have been completed do you want to complete the signing session yes or no so i'm going to go ahead and click on yes because i've completed everything i've needed to do and my obligation has been met so i clicked on yes it says congratulations signing session is complete because this is set up to send to the next person in line now the system will kick out an email to the other person to to mike green who now needs to sign his portion of the document and get that back to me and then once the whole signing session is complete everything will land right back into this documents into the forms on the on the transaction okay um so that's that's pretty much everything at a high level so you know the document center and uh i'm sorry the rdocs is a good tool uh to manage transactions uh going through the system here so you can create a buyers and seller transactions you can also do it for landlord tenant so in the case where it's a property management company or something like that you can do them not necessarily for buyers or sellers but for renters and landlords you can upload your own custom forms you can uh you know upload your own fillable pdfs if you want to take that extra step there's a little bit of cost as i mentioned we can actually map those fields to some of the data sheet fields in the system as well but you can also then add the contacts the property information other documents other forms and then complete the signing session all right from your desk so you don't even need to step out of the house really to get any of this stuff done so as dave said it's a good option uh not only for social disciplining but just for being efficient as well so no more running around town trying to collect signatures or having couriers run stuff around for you and that added cost there as well so awesome thank you so much charlie so just so everyone can see i'm going to go back to my state mls and we're going to see that on the left hand side of the screen on the left-hand sidebar menu we are going to see that digital docs option as charlie had mentioned we click on that that will pull up the digital docs option to get opted into the program charlie covered a lot of stuff today so if you joined in late or you want to re-watch this webinar don't worry we will be making a replay available so we can see everything that charlie discussed today again i know i'm going to go back and watch it because there's a lot of cool stuff that i didn't even know about one of the cool takeaways that i saw was the fact that we can go ahead and there's an email address for all of your transactions so if there's any custom documents that you have that you want to add to any of your listings any of your transactions you can easily email them from your phone from your computer and send over those pdf files to be attached to your transaction so again to get to the digital docs platform just go ahead find that left hand sidebar menu and click on digital docs you'll also be able to get from the account drop down you can click on buy digital docs as well so as we wrap up let's just talk about what is the nationwide mls we've talked about this all day is my state mls is built in crm and how you can get access to the constellation one ardox platform through my state mls and if you're not familiar my state mls is a nationwide mls and referral network that connects brokers and agents from across the country and with this platform it makes it easier for members to help with their customers be able to search and work nationwide even helping your relocating customers wherever they're looking and of course maintain your relationship with all of your buyers sellers both past present and future with this nationwide platform and of course with tools like our built-in crm and the integration of the constellation one digital documents platform you're going to make sure you develop a strong relationship with all of your clients and customers if you're not a member of my state mls just yet remember you can visit us at mystatemls.com click on that sign up button at the center of the screen and that will get your account started right away and what's great about our system is we're here for you we want to see you succeed in your business and our support team is going to be there to guide you from the very first time you sign up the first time you enter your listing and any other issues that you may run into along the way we are going to be here for you so on behalf of the rest of my team and of course charlie over at constellation one thank you so much for joining us today again if you have any questions about my state mls or the ardox digital docs platform that's within our system please let us know if you'd like send me an email at dave mystatemls.com you can also give me a call at 888-769-7650 until then have a wonderful day we'll see you soon
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