Repree Setup - Calgary

Repree Setup - Calgary

Setting up Form Groups

To watch the video above type in Quiksilver

By now you should already know how to set up a client and potentially their spouse as well, so we won’t be spending any time there.

In this training we are going to walk you through how to create your Form Groups so that you don’t have to search out your forms every time you take a new listing or write an offer.

Here is the step by step:

  1. Click on the forms tab at the top of your screen

  2. Ensure you are grabbing forms for 4 categories: Single Family Listing, Single Family Purchase, Condo Listing, Condo Purchase

  3. Search via tag by typing the document into the search bar ie. Consumer Relationships

  4. Once you find the document, click on it and move onto finding the next document you will need

  5. Once you have the documents you need, click on the Create Group tab on the left hand side of the screen

  6. Ensure you have the correct forms for the correct category and then name the Category one of the 4 from above

  7. Congratulations, you have just created your first form group

  8. Repeat steps 1 through 6, three more times

  9. Please make sure that you have all of the forms required for each type of transaction, best practice would be to write the categories out first and then write down the forms needed under the category.

Preparing & Tagging the Docs

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By now you should have all of your forms into groups, if you don’t, please go back and watch the Setting up Form Groups video.

In this training I am going to show you how to prepare the documents in the editable format and then prepare the documents for digital signing.

  1. Grab the form group that you need for the type of transaction that you are working on and add the MLS number

  2. Begin inputting all of the information that you will need on the documents so that your clients can sign. (ideally you will have prepared a lot of these documents prior to meeting with your client so that you can add the last remaining details. Otherwise you will be setting all of the docs up while you are sitting in front of your clients.)

  3. Save the documents as a PDF

  4. Click on the ratify button at the top of the page, it is time to tag the document

  5. Click on the people that will be party to the contract and begin tagging the document by dragging initials and signature buttons to where they need to go

  6. Double check to make sure you have tagged the document fully and completely

  7. Send the document to your client for signing. Or, if you are in front of the client, add them as an inPerson signer and have them sign on your tablet or on your laptop.

Once the documents are signed, anyone that was party to the contracts will be emailed a copy of the documents.

Congratulations, you just sent your first digital signature and you are well on your way to being paperless.

The Submission Process

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If you are watching this video, congratulations, you have just completed a deal or taken a listing and are now on your way to firming things up or marketing the home for all its worth.

In this video I am going to show you how to submit documents as a buyer’s agent as well as a listing agent.

First from the buyers agent perspective:

  1. Click on the submit button. All of your documents will show up on the right side.

  2. Click on Add Plan button at the top

  3. Scroll down and click on Pending OTP documents. Scroll to the bottom of the page and click on the Add Plan button

  4. Go back to the top and click on Add Plan button again

  5. Find the Submit Firm Purchase Docs button, click it and scroll to the bottom and click on the blue Add Plan button

  6. Time to submit the documents. Simply drag the documents over from the right side to the corresponding section on the left side.

  7. Once you have added all of the documents required on the left side, click on the submit button.

  8. Time to Share the transaction. Click on the share button over on the left side and share the transaction with Conveyancing.

  9. Time to fill in the Trade Record: Fill in all of the pertinent areas at this point but DO NOT SAVE the document as a PDF as the deal has not yet firmed up.

From the Listing Agents perspective:

  1. Follow Steps 1 through 5 but instead of clicking on one of the buyers plans, scroll down and find the Submit Listing Docs to Admin button and click on Add Plan

  2. Now follow steps 6-9 from above. Drag and drop the docs and click submit. Share the transaction with Sheila Epp as well as Conveyancing. Fill in the Trade Record Sheet as far as you can go.

This is the full submission process for both Buyer’s Agents and Listing Agents, if you follow all of the steps you will be successful with submitting your documents.

Prospects Market Report: How to Add a Client to the Market Report

Prospects Market Report: How to Add a Client to the Market Report