Add Debt Settlement Agreement Template Signature Service with airSlate SignNow

Add Debt Settlement Agreement Template signature service

hey everybody today we're going to be talking about preparing sending and signing car standard forms inside the new member benefit glide my name is jackson baudelaire i'm a transactions product coordinator at the california association of realtors we're going to be talking today about our glide new member benefit starting january 14 2021 in this video we're going to be talking about how to access your glide platform create a new transaction locate and add your car standard forms we're going to take a look at the new digital signature service glide signatures and then we're going to discuss other training resources that are available to you from the car home page we're going to navigate to the access realtor secure transaction when we click on transactions it's going to bring us into the new realtor secure transactions page our two member benefits zip form and glide are going to be located here on january 14th you'll be able to access your new glide account from this realtor secure transaction page for the time being let's log into our glide product and see what it looks like upon logging into our glide account along the left hand side we'll see transactions buy our prospects workflows and our archived transactions this should look quite familiar to most realtors in california that have been using the glide platform for their seller disclosures to start a new transaction we'll click on the new transactions button in the upper right setting up a new transaction starts with choosing the primary agent for the transaction today i'm going to be the primary agent we'll fill in our property details then click continue new transaction is going to be for a purchase and right now we are pre-contract i haven't added any transaction templates yet so i'll click continue the system will now ask me who is buyer agent number two the buyer broker or if i would like to add a team admin or a tc to this account for this demonstration it's just going to be me now i can add my first buyer gabby's going to be my first client she's an individual but if she was the executor principal ceo president of an entity i could choose that type of entity relationship here she doesn't have a title for this transaction but i have her first last name in here with her email and her phone number as well as a buyer mailing address now i can continue on i have party information filled in some property information and i can use this setup transaction page as a type of cover sheet to inform the rest of the transaction as we can see on the bottom our progress bar shows 91 because we're almost done setting up the transaction when we click continue we'll be brought into our transaction overview page from here we can submit offers we can complete our avid we can request our buyer inspection elections or we can add forms we can also fill and sign our peed form and send signature requests from this overview page to add our first form to the transaction we'll click on the add forms the transaction button as you can see i have the southland regional library in here as well as the car standard forms library i have a search bar up at the top so the first thing i'm going to add is going to be the rpa then i can click choose to add those forms to my document to start the process of filling out our document we'll click on the rpa along the left hand side we can see the date that the form was last modified when it was created and we can also add a short description if we would like we can delete the document from here or see the activity log of what's happened with this form so far along the right hand side we have thumbnails of each page of this form we have our options to sign download save we can also change the view i prefer the fit width to fill the screen as we scroll down we can see that our buyer gaby has been filled in as well as our information from our profile if you're familiar with using the car standard forms this should look familiar we don't yet have seller information but we do have our buyer and ourselves our address has been placed in the property address and as we get down to the rpa we can start filling in dates purchase prices and other information pertinent to this transaction as we fill in information on the rpa our running tally of the balance of down payment or purchase price is being calculated for us on the bottom as we add our loan amounts our numbers are changing towards the bottom once we've filled out enough of the form and are ready for signatures we can click on the save button and then we can click sign glide signatures is our new member benefit signing provider if you are a docusign subscriber you can also use your docusign account integrated with your glide account today we're going to be looking at the process of using glide signatures our rpa is automatically going to have the signature tabs added and it will replace the original rpa document in our transaction once it is signed click continue to move on i is the buyer's agent need to sign as well as my client gabby the signature process should look familiar to you if you've used rcar standard forms prior to this as we scroll down we see that gabby's initials are color coded and pre-tagged on the forms as well as our signatures and dates once we have verified that all of the signature tags are placed correctly and are ready to be sent we can click the continue button our message to recipients can be drafted here once we click continue the signature request will be sent out and we can go back to the transaction as you can see our rpa is now waiting for signature and on the left hand side we can see our signature in process our new signature packet is ready to be signed by our client our client will click review documents to start the signature process they'll agree to the terms of service and then click start glide signatures will guide them to their signature events it will allow them to adopt their new signature they can choose their initials or what they would like their name to show up as once they click a proven sign they've now signed the first form they can click go to next signature to be brought to their next event once the last signature has been obtained the client will click finish they'll get a message thanking them for signing and they will receive a copy of the final document once it's been signed by all parties back inside of our glide account we can see that our rpa signature packet has now been completed inside of our documents we can also see that our rpa is now a non-editable document and when we open it up it is the signed document from this point we can split the document if we need to we can reorder the pages or we can download it to our computer for more training and support view our upcoming webinars on car.org in the month of january we will be holding four glide training sessions glide also hosts their own training of live webinars see glide.com and click attend webinar or inside the app click on the help center as always the car customer contact center is always there to help you can also reach glidesupport at support glide.com or click the intercom chat icon in app for more training and support we want to thank glide and the california association of realtors for bringing us this new member benefit