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Electronically sign disclosure

you guys have done this we've all done this you pull up to a listing appointment you're all confident you're ready to head in there and crush the appointment you go in you have a flawless presentation everything goes great you get the listing so now you're driving back to the office you're listening to your favorite tunes you're doing your new listing dance at the wheel but then it hits you you forgot to leave a blank copy of the disclosure statement with your new client instantly your mood takes a 180 degree turn but you start to cheer up thinking about how your client might have access to a printer maybe you could just send them the pdf they can print it and everything will be just fine you get sidetracked by this small glimmer of hope and you end up smacking a curb and causing damage to your vehicle sound familiar want to avoid this in today's agent development life hack edition i'm going to show you how you can use transaction desk to send the disclosure statement to your client to fill out electronically coming right up [Music] all right let's head right to the laptop and get into transaction desk i'm inside of a transaction now inside transaction desk i'm gonna go down to where my seller's property disclosure statement is i've already added all these forms to this transaction uh down here where it says seller's property disclosure statement we can either use this menu here and use the send tab or we can click on the disclosure go ahead and open it up and then in here we'll go up to the file tab down to send click on email and then of course it's going to have us select our seller's disclosure statement again click ok and then here we're going to put the recipient's name and then of course the recipient's email address i'm just going to use mine down here we have a subject line i like to input the name of the form that we're going to be filling out so in this particular situation it's the seller's disclosures and then down here you want to write a custom message to your client so what you're going to want to put in here is you're going to want to instruct them to complete all the fields you're going to want to make sure that you instruct them to hit save toward the end and then exit and then also to reach out to you if they have any questions and to let you know when they are done filling out the form so you just want to make sure that you put all that information in here where it says message you're going to want to send as a link and then you're going to want to click allow editing forms and then down here you can add an expiration date as to when the link will expire so they can no longer edit it so now we're going gonna press send your job is done now let's head down to my email address because i did send it to myself so you guys can see what it looks like on your clients end so of course they're gonna get this email from you it's going to invite them to click this link down here so that they can fill out this form here they can input and change the date they can make changes to uh all of the fields here they can check all the boxes you can fill out this entire form and then of course once they're done we want them to go up to file go down to save and then click save and then of course file and exit all right so once your client is done filling out the form they've saved their progress and they've exited all you have to do is go down to whatever form you sent them in this case it's the seller's disclosures click on that and then you will see all the changes that your client has made to the form from there all you have to do is go up and click sign and this will send you right to authenticine and then you can send this back to your client for signatures there you have it it's as simple as that thank you guys for supporting agent development i hope this short tutorial was helpful to you guys remember to subscribe to the channel and hit the bell so you can be notified whenever we post a new video to the channel i will see you guys on the next one