Digisign Landlord Verification Form Made Easy

Digisign landlord verification form

alright guys so this is the sky form and zip form tutorial video number two if you've not watched number one yet you definitely want to watch that so that you'll understand what's going on here in number two alright so we number one we created templates we showed you how to do that and now in this one we're going to go over and create a transaction alright here's a list of my transactions I want to create a new one cycle right here and click new and is this a new listing is it a new purchase offer is it a new lease or a new lease listing ok so that I represent the seller or do I represent the buyer to represent the tenant did I represent the landlord or do I need a quick sign something and that's only usable if you pay for that service within zip form so it's not available in the free version and you really don't need it anyway because you can sign through sky slope alright so a new purchase or offer and this is a residential and by the way I'm going to name this my fictional clients are Bob and Bonnie Bell oops so Belle Bob and Bonnie right there and then it's a residential select the template this is where we select the template we already made and I want to select the buyer template so all of that is going to come into my my new client folder so I hit save and and it'll come here to where I can start entering MLS information and all of that and I'm not there yet so I'd really don't need to do any of this so really I wish it would default to documents but you can just come up here in select documents and it will show you excuse me the five docs that we created in our template and you can see your the end Bob and bunny Belle's file right now and this is all stuff for them so now this cover sheet is as I produced it in the template so you still see all of this information but now I want to go and start entering in buyer information because this is for one specific buyer or pair of buyers and so I want this information to to autofill into other documents within this client's transactions so right here I'm gonna click Bob and you see Bob's already in there these are what you call learning fields which it's the same and the other cover sheet that we did in the template so if you ever typed something in there before it's still going to be in there that's why this is kind of easy for me to do right here and I just did one let's see amid rivers I don't see it in there but mid rivers Mall Drive in st. Peters and when I click that it's gonna automatically search for that and see how it verifies that address that pops in there as well I'm not going to worry about phone number and then I'm going to put the email address what I'm putting here is an email that kind of an obscure one that I don't use anymore because we're going to send DocuSign documents over to that email address here in just a few minutes okay so there's Bob and then we're gonna click another B and I see Bonnie's in there already and then her street address is the same thing it's one mid-river small drive and notice that didn't verify it automatically so I just backspace hit drive again and there it is and then it pops up okay and an email address I'm going to use the same email address and one of the beauties of the sky slope integration is that unlike dot loop which I used before with Keller Williams you had to have a separate email address for each signer with a sky slope you can use the same email address and they'll get separate emails address to them at that particular email address okay nobody no buyer three no seller information at this point there's all my selling broker information and I pretty much just leave everything the same now if I knew that there was a different title company I could put that in right here if I already knew their lender information I could go ahead and put that in as well and that could not auto populate as well but for right now all I really need is their name and really just their email address but I put address in there anyway okay so we're going to save that so we come up here actually I think it auto saves yeah it auto saves so if I just click back I'm out of that and then if you look here and my buyers agency agreements down at the bottom where the signers are there are already populated in everything has gone in there okay and so we are actually wanting to set this up to send it over for signatures so I'm going to put right here Bob Bob and Bonnie Bell and beginning today and let's just give it six months one two three four five six that's August on the 13th and and then this I leave like this and I really there's there's nothing else excuse me that I need to fill in other than I'd say I believe that's it okay so that's really it for this one and I'm gonna drop the signatures in later we'll show you how to do that in DocuSign okay so that's all I need to do for their buyer's agency agreement I'm not even gonna worry about residential sale contract right now because I'm not there yet I'm not an inspection notice yet but I will be sending them to wire fraud advisory so the first two things I'll send them is their buyers exclusive agency and that wire fraud advisory those two things need signatures I'm also going to send them a couple of other Docs but those won't need signatures and we'll do those together as well okay so these are really all set up ready to go now I can just jump back over to sky slope and I can look in working documents and I have three choices here personal Docs which I've got a folder set up for each individual client these are all signed documents that are waiting to be used on a listing or when we make an offer unfiled docks and I'll explain that to you here in a couple of minutes and I keep a full Missouri State Doc's which I uploaded all of these myself just so I would have everything that it possibly can available I've got 11 pages of them and so then there are office Docs and these are kind of like employment things w9s or there's no there's your wire fraud advisory if you need to go and grab it it's in there and then referral forms and that kind of things they're just office docs and then zip form plus and this is where we want to be so three tabs zip form plus is where we're doing all of our work okay so you see BA a bell Bob and Bonnie are already in there and here are their documents so we want to send Bob and Bonnie an exclusive agency contract to sign and then we also want to send them the wire fried wire fraud advisory to sign so those two are clicked and then I'm gonna click didja sign right here takes just a moment to populate those up in and it's going to ask if I want to choose one of these addresses and I don't at this point I'm not that far along so no property and so they're right here and if I want to change the order in which they see them because these are all going to go in one document basically they'll be strung together in one signing document and you'll be able to split them back up later which I prefer to do rather than send one email for buyer's agency and another one for fraud advisory which would be easier for me because I don't have to split them up I'd much rather make it easier on the client and they get one email and it's two places to sign and then they send it back and I split it up it's kind of the way I prefer to do it okay so then I click Next and then who needs to sign first I'm not signing at all on this I my signatures not needed the broker signature is needed and then both purchasers both buyers are going to be needed and it says who signs first these people and then you could add if there was somebody that doesn't sign until these people sign that then you put them here okay but for our purposes here really it doesn't matter what order they sign in I do want to add the broker because the broker has to sign the buyers agency agreement so I click on new recipients and then name and again these are all learning fields so if I typed it in there before it's in so there's a net and then I select her role is broker and she needs to sign as well so hit save so they'll all get it at the same time right here but this is this is a test document or a test signing I don't want a net to get this okay so I take her off of that and I'm only sending it to Bob and Bonnie and those will be the only signatures required so then I click Next and it lets me prepare the documents so I'm in buyers exclusive agency contract I really just need to go all the way to the bottom and put in signatures so this is Bob so I click signature here and then when I click here again it will insert it so you want to move this up a little bit so the first time I did this I would put the name right on the line and that actually makes it end up below the line so you move it way up in here like this okay there's Bob's signature and then a date signed and there's Bob's date signed right there okay and then I need Bonnie so there's Bonnie signature and Bonnie's hope I didn't click that bonnie and then click over here for Bonnie's signature okay and this is kind of annoying that this stays here like this and be careful that wherever you click your mouse is going to add another one so I always just click one more and then click X and that gets it rid of it gets rid of that extra box and just leaves a nice clean look like this and that's what I just to kind of see how it looks before I send it off okay and then down here on the wiring fraud advisory I need signatures from both of them on this as well and so we're going right here and the last one I did was bonny so I just gonna put that right there that was her date and then her signature is going right there yeah it's okay for that box to overlap the line above it you just want her name to be up here in the middle all right and then another signature here would be for Bob click the drop-down there's Bob and then I need a date for Bob as well and that's right there perfect okay and again if you click out of that it adds another one just click the X and it's gone and then we look good okay so I scroll back up just make sure everything looks the way I want it to and obviously if I was having a net sign this I would enter a signature box for her as well but we don't need that now so I'm gonna click send and my subject I recommend putting the last name in the subject line because when this pops back up on your phone or your Apple watch or wherever and it says documents all signed and you've got more than one transaction out there you want to know immediately by just looking at the subject line who signed and I'll know that the bells sign there's but maybe the Smiths are still out there okay documents decide and then I usually put some information here explanation of documents and things like that so you can add whatever you want to there we'll just put blah blah blah and then send for signatures whoo-hoo that was easy your doc was sent successfully okay I'm gonna click done and then we'll go look at those in the email all right we're going to go over to the gmail account and as you see Bob Bell this one's for him and Bonnie bill this one's for you I sent it to my gmail account but this would be Bob and Bonnie's Gmail okay and so I click on Bob and it says Tim Brinke sent you a document the sign reviewing sign of course I would have my information for them right here as well review and sign and they click the signature they want agree and then they can either scroll down or if they see the start button they click that and it's going to take them right to the signature that's needed they click in there that one's done it's gonna take them to the next one they click on that one ready to return or to submit they submit and woohoo they're done so I'm going to close out of that and then let's look at Bonnie's review and sign she selects a letter she wants her signature to look like start takes her down to the first one clicks that takes her to the second one she signs and see how they had their signatures ended up that's pretty much the way I wanted them to look so that placement looks pretty good so submit and they're done now they could download them if they wanted you to look at them and so we're done there and and this gives them a confirmation saying congratulations you successfully signed your document and then in my email I will get a I will get one as well that tells me that all signed Belle so I know right off the bat that Belle signed so that's what I'm talking about right there