Byline Agency Agreement Template Made Easy

Commercial loan broker agreement template form

hello today we're gonna do a training on buyer's agency agreement so let's do it so we are going to go to our dashboard once again we will click on instant solutions from this screen we will always go to transactions and we're going to create a new transaction let's name this the customers name transaction type he will be a buyer and I am going to be the selling agent from this forum we just work our way across the top like everything so the first thing we're going to do is we will do contacts you'll see that I'm in there we're going to add a new transaction contact and we're going to add a buyer buyers name will be David his last name is Bryce you can add the rest but in this case I'm just going to use that I will put his email in here and we will add to contact so we need them in other in another area we can save let's add another contact we'll add his wife and her name is Karen I'd heard of contacts and save now you can see we have the two buyers and our self so the next thing we're going to do is we're going to go to forms we're going to add new forms right here and we'll pick from individual forms this will be other forms buyer's agency agreement we will add that and then disclose or we're going to have to do a disclosure re relationships for buyers and sellers this one as well from this form this is where we can actually go in and fill these out so we're going to pick the first and you're gonna see that the names are filled out purpose of this is for residential term of this agency agreement shall begin tomorrow until EDD midnight in six months so we're gonna go April May June July August September October and sixty days I will check this in Afeni sign or when we sign in person will be $0 or 3% and that's it for that so now we just hit file file save file exit now we go to the disclosure which you should be very familiar with this document as you see it'll fill out the top stuff we're representing the buyer is the buyer's agent and buyers here and then file save file exit so we have two options here first off if we wanted to we could email this to them for authentic I'm which I will show you how to do just so you can see how that works but before I do that I'm actually gonna print these because I'm actually gonna bring these tomorrow to my to my meeting with them so in this case I'm gonna show you how to print so you go to file or you click on the file again and then from here you can go to file print it will open up a new PDF as you see here Mac is a little funny because you have to download it so they download it and then I'll open it up one more time as you didn't see here that's name can open here there it is so that now it's in a PDF at this point we can hit print we'll pick the printer and now it is printing and we'll do the same scenario for the other document so file exit file print see that I have this one now as well so then I can hit print on there and print okay so let's say we actually were going to thin assign this what we would do next is we would just click off on a sign once again I'll fen assign is only used for signings so in this case we're going to hit new create using a transaction we're gonna use the transaction we just created and we're gonna go to the David Bryce transaction you'll see that the signing name is David Bryce call this sample whoops that's fine and then we're always going to sign in line we'll pick the participants and we're going to do that from the transaction now we're gonna pick David we can pick ourselves as well now whenever you pick yourself you're gonna see it goes as a reviewer always make sure you come over here as a remote signer and then we'll pick Karyn as well as a remote Center so let me hit now Karen didn't have an email address so we would have to end up sending it to her or to david again for her in for her to sign i'll show you how to do that so you can see that there's a hand here that means there's something wrong with that so let's pick the eye button there and it'll show us what's missing and in this case you can see her emails missing so what we'll do is we'll add David's email in there and they'll get two separate emails the first email be for David to sign and the second email will be for Karen design and then we just save and now you see that's fixed now if we want to change the order which we do we're gonna put David first we'll put Karen second and then we'll put ourselves last now we can add the documents we're going to do that the same thing from the forms and documents of the transaction so we're gonna pick the two forms that we set up and you can change you order at this time now this comes up sometimes you know you can take a look just to make sure that these are in line by r1 and by r2 which is correct and then selling agent is me that's correct as well so we had save if you want to change order this you know in this case not a big deal but you know when you're working with contracts and stuff usually want to move things around you just click that and it will allow you to move those things around then we go into our final step which is the design step typically you know I'll add initials here if we're representing the buyer or the seller so in this case we're representing the buyer so I would come in here and you see David selected we're gonna do a drag and drop initial here and then I'm gonna pick also Karin and do another initial here and then I'll pull these over kind of close to where the buyer's agent is so they can see that that's what they're initially as we come down here you're gonna see all this is filled in from where we filled it into for it pre fills in this stuff which is very nice as well for us so everything is filled out on that form except for the little initial lines I'm here we remember we had to add a checkbox here this is encircled or checked so we would want to go to markup pick the text and as you can see this double-click on here and we can add an X the rest of this stuff should be all filled out you can see I also will be here if you want we can we're done so at this point all we have to do is hit this arrow right here once we hit this arrow it will send these four signature in this case we're not going to do that because we are not going to send this to them so but that's it that's how quick and easy that would be and hopefully you found this tutorial to be helpful and many more to come take care