Once you've created a listing and added your client(s) to it, you're ready to fill out important docs so you can send them to your client for execution. Below is a guide to the powerful automation and template features available to help you save valuable time.
**Note: The Exclusive Right to Sell (ERS) should be added within a transaction rather than a client profile, and must be signed by both you and your client. The buy side will be able to auto-fill their contract based on data from the ERS, but won’t be able to access it unless you send it to them directly with the 'Send Message' flow or you toggle the public link on and share the link.
Quick Video Tutorial:
Adding documents:
If you did not add documents during the creation of your transaction, you can add existing system docs or upload new docs at any time using the Add Document button above the documents table in a transaction page.
Add multiple documents at once by clicking Add Document then Launch Quick Start at the bottom left of the modal.
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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