Once you've created your client, you will want to add the Exclusive Right to Buy or Sell to their profile.
Quick Video Tutorial:
Adding Documents to the client profile:
Click on "Buyer Documents" or "Seller Documents" depending on whether the client is a buyer or seller.
Click "Add" within the tab you are in to search for the ERB or the ERS.
Click "Quick Launch Start" to see a list of buyer or seller documents you can add to the client profile.
Completing documents:
Manually fill in details;
Use the Template button to search for and apply a template you've created;
Use the Auto-Fill button at the top of the document to automatically fill in as many details as possible from available sources;
You will be presented with a list of sources and can select which source to use where there are multiple available.
Auto-filled fields will appear green and manually filled fields will be blue.
Send to client(s) for review and/or signature:
Within a property listing or a specific document, click the Send Message button at the top right of your screen;
Select your client(s) as the recipient
Fill out the subject line;
Apply an existing message template or enter your message manually;
Select the documents you wish to attach from the drop down;
Toggle any documents that require execution to 'Signable'
Click Send Now.
**Note: You can see a history of what you've sent to clients in the Message History at the bottom of the transaction. Resend a message at any time by clicking on it and selecting Resend Now.
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