Add Asset Management Agreement Digital Signature with airSlate SignNow

Add Asset Management Agreement digital signature

all right good morning everybody my name is Chris Nixon I'm gonna be the trainer here today with you on this attempt assigned class offered through my real source and on here with me is also Debbie Ram Fajardo she is the director of training for my real source as well so good morning to everybody Debbie do we have everybody signed in so far we weren't you still waiting for a few more people just about three or four I think was one two three five or six sometimes it does take them a minute so doing well and you know everything's getting you guys are all getting ready to get back out there tomorrow um based on your brokers guidelines some I know most offices aren't open yet but we can do showings and depending on how the sellers want you to show and all that and the buyer so hopefully things will start picking up for you and that you've used this time to enhance some of your skills I know NAR has been offering some courses that really reduced rates or no charge at all so it's it's worth maybe and that's gonna go on till the end of May so if you're still a little slow in your time sign up for some of those get some of those certifications or designations behind you of course my real source has been offering a ton of classes and webinars so you should be at you know happen on those and improving all your skills and getting those things done that you have been looking to do Hey on that piggyback on that for a second remember we have the technology certification through my resource as well so that's going to be something unfortunately I cannot run a report and say oh sweet who hit twenty credits of classroom hours I don't have that capability so what is up to you do to either email me to say hey Deb do you think you could check out my records for me to see if I earn that I'd be more than happy to ya me Chris and I were just talking about designations and certifications just before we started the webinar so with that I'm gonna I'm gonna get going because everybody's time here it's pretty important we're gonna get going into ten assign so you get to a set of authentic I threw you're my real source homepage when you log on there and you have your heading bars up here that's under resources oops and online forms it's under a thumb to sign there's actually two parts it's under transaction desk instant that forms an attend assign instant that is where you set up the forms or documents that are going to be part of a transaction that you're going to sign and and hopefully if you've had that class first now we're going to take you anata actually do the signings for the documents that you have created along the way if you have any questions just go ahead and type them in the questions box Debbie you'll be kind of looking at them and let me know or and if I need to answer something or chill answer it herself and I kind of have it on a split screen where I can see it as well so I hope you can all see my cursor right here we're going to open up a dentist's ID and once it loads here's your main dashboard on attend assign this is your main dashboard for transaction desk and I just want to its the speedometer looking thing over here in the far left and I just want to just like with any web pay any applications anytime you see these three bars that look like this in the corner that always that always brings up the menu and I kind of have my you can either have it in this written out form or just the little icons so always on the left you have the if you hover over it it'll tell you what it is you have the main dashboard this is transaction descoth then assign insta-death forms all the way down contacts your big one is your settings and in your settings which looks like the three gears is where you can set your preferences if you have linked applications notifications clauses is the real big one if in the forms class that they talked about setting up clauses this is where you go to create those clauses so you don't have to keep typing in the same thing over and over there is a checklist manager transaction templates this is where you go if you want to create your own templates I've created my own templates my my broker is puts all our documents in in one big file and I didn't like when I was in the forms class of always separating out everything for like a residential transaction or or a condominium transaction so I created my own templates using our all those same forms I just deleted the ones I don't typically use and then the other thing and down here I want to bring up is support support has some good online training you can come in here and take some of those classes they're really good about it I know I've also had some questions and I've gone to transaction desks directly and they've done an excellent job of getting back to me and walking me through how to do things so um that those are all found under your gear here there's some webinars here as well that they put out and everything else in health videos so if you so that's what all this is so we're going to go back up here to your main dashboard and mine may look a little different than yours because um if you unlock the dashboard over here where this lock is you have these different buttons up here you have the blue buttons and then the green ones the green ones are the ones where you're actually going to over where you're going to look over things that are in there for instance I have forms which is this one right here close it off I'll drag it right down here and that'll drop that in there on my main dashboard so I don't have to go up and look at it every time I use forms the most so I'm gonna put it up top so what I'm showing you here is these are all customizable by dragging on these corners you can make them bigger or smaller you can you can put these different little blocks in whatever order you want just for it to be easier to see and so if I wanted to work for forums just click here and go to forms or by a documents I could click here and go to documents or my signings and and you can customize your - how you want your main screen to look a little bit just by unclicking this block button and that allows that now when you're done click the lock so today we're going to be working on a pen assign and we're actually gonna create assigning in a thin assign I've gone ahead and set up a I went in and set up a a file already for this class on a listing that we want to write an offer on so the documents are already loaded I went through the whole the whole part to set up with the documents and we're all good so there's two ways to start assigning you can start assigning the recommended ways to start over here with the pen that says a tenth assign you click on that and this is a ribbon indicates all these signings that I've done that have been completed ones with gears mean they're still in process of being committing ready to be sent out to my clients so we're going to create a new transaction we've opened up with then assign we come over here to where it says add and you create a signing name the beauty of this is you can name them however you want to remember them what's today this 7th you can put in the buyers name if you want however you want to know to create that signing I normally if I'm gonna send up I'm going to create a signing that's going to go to the buyer and it's just the buyer packet I'm gonna put in their buyer packet or to buy or something similar because in some transactions you end up with multiple signings and if you just use the standard address of it you won't on you mean you may not remember what every signing is for the transaction you want to assign it to a transaction if you've had one created so that when you assign it to a transaction when those documents are signed and attend assign and come back the system will automatically put them in the document section of that transaction so this was the one that I I created already so I'm gonna sign it to this one and we're gonna go to new signing so we'll hit save and that will take me to my wizard it's a five-step little process that you go through pretty quick here's the name that I named it right here and these are the details the signing name is here you could always re-edit it if you need to do um you have two options for the participants the first one is sign in line and the signings will take place in the order in which you send them out so if it goes to buyer a then buyer be then buyer C and you have it sign in line this one check that means buyer B won't receive the email to sign it until buyer a is finished and buyer C won't receive the email to sign it until buyer a and B have finished that is a good way to do it if you you know if there's a certain order in which everyone needs to be signed um I do I like Simon sign Saima sign is first-come first-serve so if you send it out to a buyer a and buyer b1 may be at work and can't sign right away but you really you don't care you don't need one design in order for the other design so whatever they can sign it they both they sign it and they come back to you um in effect to sign what if n to sign does is it takes any forms that are editable and creates them a PDF a document that cannot be changed or altered once you send it out so when you set it up for signing buyer a will will get the documents and only wear their signature blacks are supposed to be signed will appear and buyer B will only see where they're supposed to be signed use the agent creating the document when it comes back to you authentic assign will put all the signatures in the where they're supposed to be in you see the finished document so if the order doesn't matter select Simon sign if it does matter select sign in line I'm gonna leave it at signing line right now this because I want to show you guys a little further down where it would come into play under Advanced Options for me you can set an expiration date meaning they have to sign it by a certain time or else and you can also set up reminders on them like if you know someone's not signing it you can send a reminder that every four hours for them to sign I follow up on my own and if I don't get it signed I'm gonna call them I'm not gonna wait for the system to send it out the other thing under Advanced Options that you can look at is the authentic ion ID position the default is the top left what that means is when the document goes out and it gets signed then assign is going to put the the the when it was signed and all the legal stuff in the very top left of the document so let's say this is the buyer packet going to the buyer and the buyer signs at all so that IDs going to be in the top left I send this to the listing agent the listing agent likes our offer sends it back to us and now I have to send it to be bottom line well maybe I don't want that adenosine verification being in the top left so I can move this and put it like top right so they don't print over each other more or less so you kind of wanna that's what that does it moves where the ID position is going to be top left top right bottom left bottom right you can hide the signature keys on signed documents if you want I've never really changed that so those are under Advanced Options so we're doing a sign in line step two is participants right now this was a listing agent this I am the selling agent this is my buyer in in this case Ashley B buyer they have an attorney that they want to review everything so I'm gonna add the attorney and um you're just under participants let me go back participants here were the ones that we're all in it and I'm gonna add one more so you come up here to add and click Add and that now you come back down here and click Add participants you can add add a new participant someone who's already associated with the transaction from your contacts or yourself in this case I know my attorney for this purpose is already set up so I'm gonna go to my contacts there you go and he's the lawyer should his name's Larry Esquire he's gonna be a remote signer a remote signer someone you're gonna send to and they're gonna sign remotely you're not going to be there in person signer and someone who's gonna actually sign it off their tablet mobile device or even your computer and you're gonna be sitting in the room with them that's an in-person signer so let's say you're in somebody's house and rather than emailing it all to them you can create the documents and have them in person sign and they can sign it sitting right next to you reviewer which is what Larry is going to be is someone that only looks at the document but does it his signature is not required that means that person needs to review everything and give their okay before can before you can proceed in this case let's say it was an estate we have an attorney we need to go to and so I'm gonna add him as the reviewer CC only means that after the document is completely signed by all parties it will go to that person just to get so if you're an agent and the brokers you work for a broker says I want to see all documents before they you know go out you could add your brokers as CC only then after everything was signed it will come back to him and they could review it all to make sure that that it's okay but right now with Larry the Lord Larry Esquire he's we're going to add them to this transaction as a we reviewer so we just click Add and got to add the other contacts we're going to add these are all the contacts that were created on the forum side Kevin is the listing agent so I don't need to add him I'm gonna add myself and I'm gonna be a remote signer and ashlee buyer she is a remote signer so you gonna put ad and if you want to change the order this is an upgrade that came out recently that's really nice you can just grab over here and move their order up however you want and what's really important about that was because Larry Esquire has to review it and we are in sign in line this order determines who gets the emails so larry has to review it first lawyer and then the email will go to Betty and then ones Betty signs that it will come to me if I had in Simon sign it will go to layer the lawyer at the same time it went to Betty and it went to me and Betty could sign it without the lawyer looking at something and if he had an issue with it we could have a problem so this that's why you want to make sure when you're in sign in line how the order is this big magnifying glass glass shows you that this individual this contact is a is a reviewer and these two people are signers so the participants are all added the orders correctly is correct um you know you can check to make sure their email is correct and everything else like that um I'm say participant um I want to let you know I don't know if they covered it but um we're all good on there um Betty buyer is what she is known by but her actual legal name is Ashley B buyer so her custom signature is gonna be you want to make sure you put it in here correctly so that when she signs everything in signed legally so that's what custom signature is on offenses on the attenti sign part the next part is the documents come down here the documents should load here are all the documents in the transaction and including these are all the forms and documents I'm going to want them to sign everything they're in the buyers package including the disclosures that came in from the the sellers disclosures that were pulled in from the listing I add all those documents in here system will automatically Adam what this is asking you is um Betty buyer wherever there's a preloaded document that has a signature block betty buyer is going to be in signature block number one if you had two buyers you would say who would be in signature block number two same for me as selling agent one I'm going to appear there and that's all that's all the screen is asking you to to verify that it's okay so same for signatures in initial box um so I'm gonna hit save on there here are all the documents that I pulled in if I didn't like their order if I wanted if I wanted my client to get this in a specific order um I could just grab these and move them however I need to and the order will automatically change so these are all the documents if I if I forgot a document that I wanted to add you just click add documents you can either go back to my my transaction that I had set up all the forms that are available to me through my real source or if I had something I could upload a file just if I clicked on upload a file and dragged it in off my desktop and dropped it in there it would load so um don't really mean to I'm not going to add any files or anything right now I just wanted to show you that how you could add one if you forgot there you go so I have my documents in there I have my contacts in there everything's now I'm going to actually design the forms to go out to be signed um these forms in the preview mold that had these little yellow boxes in them those are ones that are already pre formatted with signatures to be dropped in if someone was assigned that position so you want to UM you want it that that's all that that is indicating and I'll show you what that looks like saying in a minute the next thing you click on number force a design and it'll prepare all the documents in this case I have 16 pages are there any questions so far it lose anybody they understand how we pulled this over if you do fire them up there and and wri I'll take a look at them no questions yeah so far we're now we're in step four design and here's the name of the packet and this is where you're gonna find all those forms pulled in and you start designing them over here you have the signers and if you notice there's only mice myself and Betty buyer who's ever highlighted blue that's who's these that's who these buttons below here apply to you do not see Larry up here the lawyer because as a reviewer there's nothing for him to sign so I'm gonna go through these documents it already has my name in here um and and and Ashley B buyer in here uh if I wanted to put a date in here there's a couple ways to do it you can come over here to the drag-and-drop under Betty buyer and grab this date stamp and just click and hold and drag I'm going to delete that or you can on her signature block right-click it add date stamp and then it's right there also if you right-click on one of these blocks it says flip vertical flip horizontal what that does is it flips where it says this big part that says sign here if you if you had names stacked on top of each other maybe you want it on that side or maybe you want it below like that for whatever reason and I'm gonna leave it where it needs to be normally and again this is a pre formatted form be careful where the pre formatted forms occur I've seen purchase agreements where different brokers had a pre-formatted that when it comes in here for the initial signing the bottom line already has a signature block in it so you're sending something to be signed the first time the seller has not agreed to anything and the buyer is also bottom lining it so just make sure we're somewhere all the signatures are where they need to be if for some reason you don't want something there click on the signature block and then down here with the garbage can is um you can just click on that and it will go away the auto date is filled in there for some reason my brokerage firm is not in here if I wanted to put that in there I would go up under my name Christopher Nixon and I'm gonna do the markup and I'm gonna create a text box so you you click once and then it's a hold kind of click left click and hold and draw down and create the box type in what you need to this button here allows you to change background from transparent to white the font size you have a few different fonts you can choose from and the font size is 16 I don't want it that big make it twelve and the color is black and some other little things bold and italic right there so we're gonna leave this right here I spelled my brokerage wrong so that's uh dropped in there a text box that's how you can do that you also have the options these items over here are you can highlight or draw a rectangle anything like that if I want to highlight something I will click on on the highlight button and drag across and it highlights it as you can see the gear button changes the color um I don't recommend doing this and the reason I'm gonna delete this the reason I don't recommend highlighting anything or doing in color as most people when they go to print these out they print them out in black and white and sometimes if the toner or whatever is a little low and their printers that they're using in their office or whatever the highlights have a tendency to obscure the writing and with something you're trying to highlight so people notice I'm actually end up not being able to be seen very well so if you're really doing it was and you know they're gonna print it in color and everything else and I would suggest doing that so you just go through your forms and you know fill everything out right here this requires a signature by me these forms aren't filled out correctly and I'm not gonna go through everything so I'm gonna drop in my signature right here so these are my options I have a green sign here or a red sign here or a green sign here the difference is anything in green that allows them the option to sign or not I prefer in it you can only do one you can either the person when they receive it can either sign it or not sign it I don't like to get my clients options because if they miss something or if you're sending it out to multiple clients one made to agree to sign it and the other one may not you'll have a problem so anywhere where I think I might have to give them a choice I find out first before I send the document over so in this case it is just me I'm going to drop my signature down there there's my signature block comes in right click add the date stamp I'll just slide the date over um I realized up here that I did not indicate that I'm our sellers agent so I'm our buyer's agent rather so not under me but under Betty buyer I'm gonna add a red X because the red X means she doesn't get a choice so that when this pops up under Betty she will see that it will show buyer's agent and she will have to initially you know click on that and then down here the under sign does not drop that X in here and if she did she would be a buyer and then the potential buyer and then we're going to drop in Betty's signature right here and there's no title block I like to put names under signatures so again right-click and add name block it actually jumps up here and then I just can drag it down like this and there her name would appear on that line right there I forgot under my side to show up that I am acting as a designated agency you'll see how all this plays out when I email it I grant I meant to grab an X and I have an initial here I don't want to have the initial box I want an X here so I'm gonna right click on that and just delete it I'm gonna put the X in here under Betty buyers name because she to complete the sellers agency form um I'm not gonna fill out all these forms in sign um there was no addendum purchased agreement will come all the way down everything looks good I need the buyers initials on the pages so Betty buyer I'm gonna grab her initials put it down here same thing all the way through the standard standard form dropping him in there and she is gonna sign here and we're gonna put the date over here now right here there is a way side check with your broker on this if if you're sending out forms to be electronically signed they're legally again it's what your broker says you have to do there's no need for you to witness something because you are not actually witnessing that the person you sent the email to is opening that email and actually signing it maybe in the case of a husband and wife or two parties that are purchasing a property may be one person opens both emails and does that they're not supposed to but maybe it does you don't want to say you witness something when you can again check with your broker make sure what their policy is on this and fantasise is the third party application that's going to authenticate that the email went to this address this address is assigned to Ashley B buyer and the presumption is that only Ashley B buyer could open that that is what's going to hold up in the court of law is the offender sign authentication which will show you that at the towards the end here so if your buyer doesn't if your broker feels you don't need to witness forms that are being electronically signed don't add your signature there because it what you're saying is you're witnessing that Ashley signed that so if your broker doesn't have a policy on that you know find out what direction they would like you to do here are just some more forms I'm not going to show you how to keep pulling in forms dropping in signatures and everything else here's the sellers disclosure again we need to put the buyers initials over here and we're just going to drag them in here mmm fire has to sign down here and you don't really need to put a date and time in there because when they sign when they sign it'll show the date and time that they sign I have a I move mine up a little bit rather than leave them on the line I found that if you leave them right on the line some of the information appears down here in these little lines so I'm mine up slightly I don't know it's just a quirk I do addendum to sellers disclosure again I'm not going to go through everything let base paint this house was built after 1978 so even though it's not required I like to put my buyers initials on here just to let them know that my buyer at least saw this and is acknowledging it this button right here is the radial button this allows you I'm just gonna for purposes of this class show you where to use that if they had an option to choose a couple of items um where's my inspection of the property right here hey Chris we do have some hand up so I just sent her a message to see if she had any question or maybe if she just accidentally tapped the button and her hand was there so we so I will give her just a second if she if Jan would like to ask for question I will give it a second there and I'm just looking for something I can drop this in real quick so it's not too confusing okay like right here in our purchase agreement it says after closing the buyer seller let's say we were getting occupancy and I wasn't I wasn't sure on something if the buyer wanted it to hit to fulfill the obligations of this paragraph so in order to give them a choice of two you click the radio buttons click and drag and it'll give you two and so when Betty buyer gets this they can either click on this one or this one they can't click on both they can change their mind but they can only click on one that's what the purpose of a radio button does it allows that person in a sign form to make a selection and again you can see it's assigned to Betty buyer so you check up here just to make sure you're pulling stuff down that it's gonna appear on Betty side not on when I go to sign the other thing I want to caution you on is if you're if you're dragging something across and you kind of forget and you and you take a phone call or look away and take your finger off the button it's gonna leave that box hanging wherever you you've left it off at so once I get through all my documents at the bottom I always scroll all the way up and I make sure on every page I have everything where it needs to be because if all of a sudden I hit this send with this looking like that and that was out there I was gonna be dropping in an initial box somewhere in the middle of the page for no reason whatsoever I don't like that there's I don't need that there it was an error in my part so I'm gonna get rid of it also be careful putting stuff too close to the margins like this especially on the lead paint disclosures usually we reuse the form so many times the initial boxes are really tight the reason you don't want to put it so close to the margin is these are mobile device you can use them on mobile devices you can sign on those and depending on the mobile device when the person pulls it up or on some tablets depending on how the borders are set up they may not be able to touch that in order to get the the initial block to highlight or do whatever so always move them don't put them right on the edge like that put them out here in the middle a little more you in type business days shrink my font down a little bit 10 it shrunk down the color is black but it's typed over this other stuff and it's hard to see so what you do is you come in this is where the transparent and the background changes to white and now it blocks out everything else that was there because I made a change on my form and across down something I now have to make sure that my client initials that so for those of you that like to take a purchase agreement when you get it backing and go to sign it or something and send it send it out and you're gonna wipe something out make sure there's initial box by it because you've changed the document before it went out so that's just some of the things on how to set up the forms you've gone through you made sure everything's where you want it to be you got it all filled out you hit next and you can either customize the invitations and in the emails and send it out here you'll put a little subject and say Larry please review any questions let me know this is going to Betty buyer and say you're your PA packet Betty sign where you need to you um if you have received this that means Larry has reviewed it oops okay that's what you can put in a little message I have a pre-formatted message that I drop in there for people I'm sending to the first time that kind of tells them what they need to do it's it's about a paragraph long and and and and then if they've never done an electronic signature for me before I put it in there and I send it out as my first message to them so he hits a and you hit send invitations and at that point this transaction is out it's gone it's it it's out there you cannot bring it back and try to make a change and send it out those documents are set those forms that you on instant forms that you created for this transaction you can go back and change those forms but anything in this then assign package that you sent out you can't go back in and change those now because what unassign won't let you it's it's this is the one that went out so that prevents somebody from in the middle of a signing trying to call the documents back making a quick change and only send it down to the second parts of the people so you see right here the gears this tells you what's going on with the one that I sent out right here is you can see the history of what was going on everything I did to the forms so right now here are the people in the order Larry's the reviewer these speedometer looking things tell you authenticated means that they have not opened that email yet authenticated it'll let you know when they open the email and signed it'll let you know when they've signed it or reviewed it um so in this case I look real quick and I see that no one's opened it yet um this is the email for Larry hopefully refresh it okay here's what it'll look like when he gets it this is for Larry to review it now I'm on my email because I'm the agent that prepared it um I had a refresh mine I will be getting notifications as people go through and sign everything because I'm the agent that prepared it so here is Larry's email and because because we have a sign in line situation where it has to go to the Larry first if you notice right here this is Betty buyers email she has not received an email yet because Larry has not signed at first and because I'm also signer I haven't got my email yet and you'll see as we go through this I won't get my email to sign until after Betty signs it so I'm gonna go through Larry's and I'm gonna do his real quick he'll click where it says reveal signing unfortunately once somebody reviews it there's no snow block no there's no indication that the person reviewed it this walks through this so if if he didn't like something he would hit reject so they either accept it as is or reject it so he the attorney looked through everything and again can't see where the signature blocks are can't see where I dropped in signature blocks and if you remember how my sellers disclosure under Ashley's form I put in here seller's agent and all that he doesn't see that I checked any of this so that's why you got to be careful trying to modify forms in a thon - sign you actually want to do it in trans instant at forms because I had I put that check there in instant at forums that would appear on everybody's document when it came through you don't see any of that stuff that I added here under the acknowledgments and all that so Larry looks at all these forms he's more concerned about the PA the terms conditions he likes everything in he sits hits except once he hit accept two things are going to happen one I as the agent who prepared it I'm going to get an email notification saying that trick you know an action has happened and to because it was an accept action it's automatically going to send an email to Ashley so we're gonna click accept caution you're he's gonna hit accept documents I know thanks to this and Larry's gonna get this saying that he successfully completed his portion of it because it automatically goes in this case to to the buyer if you would like to do it in two steps where it goes to the reviewer first and then comes back to you and then you send it out after it's been reviewed you can do it that way as well but as we look now in oops here is Betty buyers email Big B right here as you see now she has the email for the packet for her to sign but if you look in my email which is taking forever DUP refresh well I didn't get it yet okay I'll be getting the notification shortly that he signed it and if we go back to instant at and I refresh here Poulos sorry it bounced off and I open up that transaction after it loads the lightning bolt tells me it's in progress if you don't know what it is just hover over it with your cursor here's that transaction I'm going to open it up we'll see now that Larry remember he had speedometers now he has race flags so he's authenticated and signed if if someone opened the email but then complete the signing you'll just see a race flag here so it told you they opened it so you can call him and talk to him and say hey you need to finish the signing so we know betty has it so we're gonna open it up for her she's going to start the signing she has 23 signing blocks she can do this uh she can do it from her phone open her email on her phone and do it she has a couple options here to read through most clients just accept it and move forward from there and then she hit start the system once they click on start will automatically bounce um wherever they need to go so they click start here and see this big red arrow indicates where there is a signing activity and on a mobile device or on tablets those are hard to see and if you're real close to the margins that's where it won't pick up so all they have to do is tap here or click here and it'll take some right next to the next next item here here here her exes there's initial that initial up here was because I changed this business days remember this keeps taking her through now remember they had their she had the radial button she can either select this one or this one can't select both so once this is where those radio buttons work so once you select that comes back down here and just kind of walks her through it the person through it now you're done um sometimes we have the case where people say yeah I finished everything and I hit complete you don't want it they don't want to hit this complete up here they have to hit this complete signing and a red shaded box in the middle of the screen in order for the system to recognize that the signing is complete and to send the email to the next person so they hit complete signing she doesn't wanna do the password no thanks she gets her notification and back here on transaction tasks I'll let it reload you'll see that there are two race flags so I'm the only one still left to do it and now I'm gonna open up my email I have here's the event to sign message that said an action has taken place this lets me know that the reviewer has it accepted the document so I'm gonna get that email from adenosine in this case I'm going to be getting three of these emails that I'm gonna get the email with the lawyer reviewed it and signed it when I reviewed it when the buyer reviewed it and signed it when I reviewed it and signed it it will notify you as the agent will put it together here's Betty Byers with her updates saying that she Betty Byers signed it and when she signed it and everything and now here's where my signatures were requested so same processes everybody else because I had a signature block in there you have to sign it if you include somebody as a participant in a vent to sign way back when we were setting it up whether reviewer a CC or a signer and you don't sorry as a signer and you don't have any signatures form the system won't let you proceed so you got to remove them as a signer um I should explain that in beginning but so now I'm gonna go through and do the same process the buyer did I have my boxes to check complete sign and if you notice because it's a sign in line situation I'm seeing everywhere we're actually already signed everything so I'm gonna hit complete signing no thanks and now we have a completed transaction all the way through I'm just cleaning up some of this so my stuff looks easier if we go to my inbox here's my last signing update that says I signed my own documents so in your email you can see the status right here and delete this one because this is me signing it here are the three messages that I received as the agent who prepared it telling me the name of the class name of the packet what happened on it so if we go back into but then assign you and we check now this time we have the blue ribbon which automatically tells me everybody signed it we have all the flags here often time if you see an authenticated one and not signed and the club and you call your client and client says no no I signed it chances are they hit the blue complete button in the upper right you want to tell them to go through and hit the complete signing in the red box in the middle of the page and that'll change that here where the documents and everything else and and the history you can find all that here so I went through that quickly because I want to show you here is the transaction the actual transaction that I created here are all my forms and here are all my documents now in the beginning when we we started this my documents dis consisted of that's back cover sheet the facts back cover sheet and the disclosures if I open this up right now you'll see that the disclosures um you know the disclosures would not have any signatures these were the disclosures that were downloaded mystification of authenticity that's what these are and it lets them know when everybody was signed and who signed it and who reviewed it if anybody ever asked for these documents check with your broker to make sure it's alright to send them and you can send them the certifications this is what you're going to have to if you ever get taken to court is what you would need to bring to show that they were signed um here's the purchase agreement and as you can see down here when she signed it it put in the date stamp it put in the date stamp and the time and the date and everything else right here even though we had a date stamp over here it still times and date stamps in here so it's not necessary if you're doing enough in a electronic signature that you drop in the date stamp and also here on the top of the page is the authentic sign ID where I said that next time maybe if I go to send out this purchase agreement to be bottom lined I'm gonna move this over to my top right so that these numbers don't kind of print on top of each other so here are all the forms for some reason we're going to do open up my basket my system merges documents I'm going to show you how to use the document slicer now so I'm gonna take all these individual forms and create normally when you get them back you will see all your forms will be in one big packet so here's how you would normally see your documents and there are 27 documents in there including the including all the certifications now I want to create a packet that's just going to go to the seller and the seller doesn't need you know all my all my forms in there so we're going to come up here to the document slice document slicer tool click on there and the document slicing tool is gonna bring up all my all my documents here and the ones that I don't want to create a package for of course I want the sellers disclosure statement the highlight in blue addendum you know all the forms these are things that I'm going to send is my exclusive buyer's agency contract I'm not sending that to my seller or I'm sorry to the listing agent but here's a disclosure regarding real estate agency the purchase purchase agreement it's all right here you get the point now sorry I don't want this one this is not the one I want closed so if you made a mistake just click on it again and it'll go off these are the sellers disclosures I want it because my client signed them I don't want any of these certifications going or any of this other stuff so none of those are highlighted so I just come up here to the I got them selected and when I hit save I'm gonna save as the selected pages and I'm going to name it um put up this property name I think it's Lockwood or something now wrong wrong address name and then as I say seller packet and then when I hit save what a dad was under my documents for this transaction three eight nine five five Lakeshore Drive there you go my screen froze right here it was I'm gonna rename it Oh wrong one yep this one is though this was the one I just sliced I'm gonna rename it so that when the email goes out Lake Shore Drive sorry my brain is not working today three eight nine five five Lakeshore Drive I know when I look through these are the documents that I'm sending to the listing agent I'm gonna rename it so it's saved it under here my documents there are 15 pages is everything that needs to go I can at this point just take this and download it or and save it copy it to the cloud and then we can just send it out and we can just email it out to the client right from here to my I can email it to the listing agent and then it would go to them and they would have everything so that would be how you would do a transaction all the way through through a thon to sign with everybody signing and doing everything else in order in in adding all the names in the signature block the biggest the biggest issue I found with litrenta sign is getting first-time people to click on the correct complete signing especially if they're doing it off a phone and I'm gonna touch on that real quickly are there any questions with how this all comes together or where it all goes real quickly you can also from your from within the transaction you can go I'm already in the transaction you can start a signing same process we did by coming over here clicking on signings and you click Add and you can create a new signing that way either way either from this pen or from within the transaction both brings all your documents back into this tray back into this transaction the reason why you again that you want to only start it to a assign a transaction to a signing and so that when those documents are complete it'll automatically pull those documents down under the documents section of that transaction if not they'll just hang out here and you'll have to go and find where they all are at um and go from there you can for iPhone users you can get transaction desk on your phone if I would not try to do a hold of you know listing or signing or anything like that off your phone but it works real well I had the case just last week where we had a quick extension to do it was a simple couple words send it out to my client to be signed he sent it back and then I just emailed it right to my total to listing agent I did it right off my phone because I was not near computer or anything and it worked really well the thing is if you're going to get it for your phone there is a couple step process where you have to link if you download the app it's going to ask you to go to a Thunder sign and you got to go down in your systems and it's going to ask you to join a link the application and it'll give you a code to put in and everything else so that what's here through my real source automatically links with your phone so again you have to come under if you're going to get download the app either from you know for Android or Oriya I'm sorry only for iPhones go to the App Store and get it then it'll ask you to link it you have to come under here for settings any questions on all this that I covered here Debbie you have anything no we're doing if you guys got any questions you know you can grab my email I think it was it's on the webinar and or Debbie's I reach out to Debbie you know feel free to ask me I'll be happy to walk you through anything if you get stuck in the middle of something how do you bring something in or how do you you know add a signature or something I'd be happy to help you anything else you do you want to members know that we do have handouts on the class if you have already minimized your GoToWebinar panel so you'll see just those four little icons on your right of your screen could you click the orange arrow to the left and you'll expand your panel you'll see the two handouts that are in here so we have the entire offset design handout that Lisa Harris did for us a while back it is a very lengthy document but tell me it is a great document I think there's five or six pages then of course the document slicer and the markup there's a lot of offices will need that when a Oh Renea a purchase agreement packet comes in some of it needs to go to one department and another needs to go to another department so if you're needing to slice up your documents like that you'll be wanting that handout as well some other quick tips before you guys go you know under MLS documents right here this is my main screen on back on my real source on under MLS documents is it loading there you go down here on our mrs education there are 73 files you can click on that you put in the search that you're looking for a fence assigned and if you hit that it should pull them up the handouts the reason we ask you to search first is the documents are loaded in the library based on the order which we add them to here so rather than scrolling through trying to find everything just type in a few keywords and they'll pop up that's one way where you can find some of that stuff um again I'm back in hoops already open sorry here you go MLS documents MLS folder right here we have there's some other resources in here look and then the webinar library has one file but we also have a YouTube age that has some of the webinars uploaded is that correct daddy yes if you click under resources okay in the bottom right you will see recorded webinars recorded webinars our YouTube channel please don't forget to subscribe yep it's got a lot of really good stuff we've been recording a lot of these and also just one last thing on your home page if you come over here in the far left a little little button here it says MLS it'll pull up my real source stuff that's going on with my real source and you can always click in here and find out what's going on or what my real source is showing for you to take a look at and everything else and there's your calendar right there you can register bits or classes right there too under the Mae yep I'm going to get it up a little bigger so they can see it right here's the calendar so you can see the Nass is coming up if you want to and everything else like that you can register right from here I just added into the chats the GoToWebinar registration for tomorrow's mixing it up with my real source when we are going to be discussing Michigan Realtors new email yesterday so when we can start showing homes again in a limited manner with the proper forms and the proper precautions and then and then and then so we'll be going over that tomorrow at the mixing it up and so if you guys want to attend that just click the registration link that is there it's also in that may calendar on your home page of Paragon and one other thing I'd like to add I know most brokers policies that we've heard so far is that all fillings have to be approved by the seller there's a couple ways that you can do it one of the best ways I suggest it is to understand how to get your seller on the showing time app okay and and how they can download showing time app and actually get it on their phone some brokerages actually call the seller want to talk to them and then an admin or somebody similar approves the showings whatever the procedures are if you're in an office where the seller is going to approve it of course showing time can just send them a text that does it what were the sins of a text notification that says hey can you approve this showing yes or no it's it's much better if you can get your seller on the showing time app so look for those you know we have some tutorials on how to do that and and get your sellers using the showing time app and have them download it so that they can see who's using the you know it's it's a better system in which to approve the showing it won't build the information of who the buyer Kline is but it will show your information and some other things like that but get your sellers on the showing time app if you can the way things are gonna be changing here and also with probably two caveats on that one so first and foremost it's going to be per your broker's mandates it's their policies and procedures and number two each showing must be accompanied by the or you know my boss is gonna say please be careful the word must so each chunk each showing shall accompany with the buyer's agent so the buyer's agent has to submit the certification from the buyer saying that they are clean for lack of better words and so there's going to be a showing addendum for each and every showing so I it would be up to the listing agent this time to receive that piece of paper and it is the I was working on that right now the it's not the showing addendum okay let me bring up my email which is right here looking at that one thing I want to I want to share with you there's not a lot of agents on here but please stress they're there you know they're going to be agents that there are always agents that do what they want what we know that in the industry one of the reasons that we heard through not through the Michigan Association of Realtors of why the governor did to law real estate to happen is because when we first kind of were getting into all this people were ignoring everything they were just running out there and all that and she said you guys couldn't even do what I asked you to do the first time so I'm gonna make you non-essential again this stuff if we do what we're supposed to look I don't like wearing a mask I you know they're hard to breathe in I could give you a thousand reasons why but you know what I'm gonna wear a mask I'm gonna I'm gonna try to find some somewhere or some disposable gloves because if the seller says you have to have masks gloves and booties on to enter that home you have to you have to get that and just make ways to find it in order to show the home the sellers are gonna dictate what the rules are to be in the home I we have some extra wipes we found we're gonna keep those in the car so that I can kind of wipe some things down oh we're gonna do walkthroughs more to look at the home to see if we want to write an offer not touch too much and then if it is accepted during the inspection phase we'll do a little more however having said all that if we do what we're being asked to do and we can show that we are professionals in our industry and you know not just all of sudden run out there and get all crazy and that we are responsible professionals we will keep going and we will be able to have a good strong market for the rest of the summer and the spring in the summer season and into the fall if all of a sudden we starts people are to start arguing and trying to do multiple showings and my client needs to be there and all that and we just start walking in the homes and and she starts getting wind of that the chances arts will shut our industry down again so let's all be smart about it do what we're supposed to and and you know we can have a great summer and get back to working with our clients hey and I did see Jam Dietzen did have a question it showed up in a different box so Jan I apologize for not catching that earlier so Jan wanted to know so back on the signatures when you were adding Betty buyer in for your buyers signature she's what if there are more than two buyer's or seller's how do you add signature lines and that was simply a drag and drop is it not yeah it's time you it's a drag-and-drop because the signature will appear wherever you put it you don't need so they're going to be part of your context right so they're added into contacts you know then yeah when you're adding the signature lines you just add another one so if I was just if we're basically done if you want to stay on the chat and see how this is going you know what I'm showing here that's not it that's not an issue you know but as far if there's no other questions you can leave but the person that asked this question I'm going to show you okay so here's my transaction that we were working on I'm gonna bring up just uh I'm gonna open it up and go to my forms mmm I'm gonna kritis I there's a couple ways you can do it so let's go to the purchase agreement maybe there were three people that had to sign the purchase agreement aren't our place always only has room 401 or two rather so right here if I if I needed to add another buyer um I could either I would set that up in the forms um cuz right here Bruce buyer I like these Bruce and Betty buyers he would sign on this block and if I if I did need to add somebody I could always like put it up here and I would do it first in forms I would create a signature block right here and I would say Brandon buyer and I would create that box right here just kind of drop the name in and you could even if you wanted to if your little anal you could even put over here buyer but I would created in the forum side and the reason I will create it on the forum side is because when it goes on to be digitally signed um nobody else will see some of the stuff here okay so I got I created it in the form sign I and another buyer and it kind of got like this halfway signature line right in here for Brandt buyer okay so we're gonna just save this and I'm just I'm going through it real quickly that was on a purchase agreement signed for yes and I am going to just make this a single signing I'm gonna I'm gonna start a signing over here I'm gonna add a new signing transaction and assign it to the lakeshore transaction I'm gonna go to new signing just like before and we're all gonna do Simon stop sign this way that way I don't have to wait I have no advanced options so here are the participants it'll be Ashley buyer she's a remote signer I'm gonna have to add and I'm gonna have participants already have because I don't want to from my contacts just to show you how this works I don't have the exact names you know who I have in here yeah use Grantland King he's a remote signer and we'll just grab her name dad the one document is right there we're going to pull up the one document which is the purchase agreement I'm going to add that you and now we're going to design it so we created it in forms I added the signature box where I needed to informs it's because I prefer it that way you can do it in this way so here we have buyer Bree Empire I can't move any of this stuff because it was created in forms so here are the four signatures so Betty buyer Betty buyer has already set so I'm gonna drag and drop her signature down down here under Betty buyer I'm gonna move it over because I know I got Brandt and then I'm gonna have unfortunately the names aren't gonna work but I'm on Brantley King I'm gonna put him up here alright now it's gonna go over the buyers signature part that's alright and this is where I can move it there wherever I want to but the point is it's gonna be on the paper and it's gonna be a little maybe not the best example I could have used here and then Bruce buyer of course to me Christina Burroughs like I had the names wrong but you can put them in the in down here and this is where I was talking about all the sign here is get confusing just gonna flip horizontal oops flip vertical and we'll move this one down here so when they opened up their email it's it's just it just looks a little easier to see and then all those people I would hit next it would save the document get ready to send it out I don't want to send this out because people who aren't supposed to are going to get the wrong emails though that's how you would do it the other way to do it is if you went back into those forms look if you're not so concerned about having all those names in there purchase agreement I would start a new signing from sorry you go right into signing you add a new one I'm just gonna call it class class three assign it to lakeshore so I can pull up that form hit save you and the participants are same as Ashlee we're gonna add one more mom don't want to steak it doesn't matter right now just so you can kind of see how it would be like Debbie said you could just end I've created the signing and they've designed the forms and now down here on the bottom you know I need to do another signature so you'd already save the stuff I did last time but you could just you could just drag and drop oops you could just drag and drop a signature and that will create that for that second person there if you had spaced on it so that that's how you could do it if you had it to add a third or a fourth name or something like that to it you know that's one way that's that's that's an you could just drag it in off through the signing and create it and if you really wanted to under the Box you could mark it up and put in a little text box if you wanted to and write in whatever you you needed to so you can either do it in the signing you can just bring in another signature and kind of drop it in there it if a form was preset like this it's gonna look it's gonna look a little squished but if you have the room put it somewhere where it needs to be so I would prefer to do it from forms first and create that area and forms first that way when you pull the form over and the signing that if that whoever it's going to be assigned to as you can see is always going to be there hey did that answer your question hopefully I hope it did now I'm going to leave all those yes we're gonna one nd webinar and that will be it awesome thank you so much Chris thank you everybody for attending and we look forward to seeing you on the next one don't forget these webinars are Gordon and uploaded to our YouTube channel which is my grill source media okay thank you see you later all right see you bye have a good