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TransactionDesk Basic Essentials: Starting Point
Friday, November 29, 2019 at 9:00 AM PST A perfect starting point, especially for those new to TransactionDesk. Come learn the best time-saving tips and tricks from one of our top trainers! In this webinar, you will learn how to: How to access your TransactionDesk® account Navigation Bar Dashboard Views/Understanding the Wizard Customizing your Dashboard Creating a Template Creating a Transaction and Applying a Template Adding Documents to a Transaction Form Tools Register now!
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zipLogix Digital Ink: Digitally Sign in No Time
Wednesday, November 27, 2019 at 9:00 AM PST This webinar will have you closing DEALS in no time. Register now to learn: Understand the difference between a zipLogix Digital Ink® subscription and zipLogix Digital Ink® member benefit Configuring your account for using zipLogix Digital Ink® Three steps to setting up and sending your digital signing packet Review the signing editor Checking status of a signing packet Navigate the digital signing process Access/Review copies of signed documents Understand the importance of cybersecurity and two-factor authentication Register now!
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Understanding the Advantages of eSigning
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DocuSign Transaction Rooms for Real Estate: Broker Edition
Wednesday, Feb. 8, 2017 at 1:00 PM PST This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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Why Your Clients Will Love Digital Signing
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Digital Transformation: Learn how leading brokers are going fully digital from lead to close. (10/25)
Tuesday, October 25, 2016 at 10:00 AM PDT The real estate world is changing, and the future will feature transactions that are 100% digital from lead to close. Real estate leaders will discuss the importance of embracing the future by going fully digital with key integrations such as qualified lead generation, transaction management, closing the deal, and everything in between. Register now!
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How Digital Signatures Will Speed Up Your Business
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A Real Estate Professional’s Guide to E-Signatures
Property sales might be the end goal of real estate, but it takes a lot of paperwork to get there – starting with the bids and contracts facilitated by real estate professionals. Today, most of that paperwork is started in electronic form. Wouldn't life be simpler and transactions happen quicker if those documents could just stay electronic throughout the signing process? That's why e-signatures are becoming increasingly popular in the real estate industry. They allow buyers, sellers and all other parties involved to sign a document digitally and securely, saving time, money and resources. The Different Types of Electronic Signatures Every real estate professional has something to gain from using e-signatures, but it's important to note that not every kind of e-signature is a good fit for real estate documents. There are two types of electronic signatures – dependent e-signatures and independent e-signatures. Both are legally accepted forms of electronic signatures, but the technology behind the two is significantly different. A dependent e-signature remains on the server of your electronic signature vendor, and the image of the signature is placed on the document. Because the vendor has the evidence of the signature, you would need to obtain that evidence from your vendor if the legitimacy of the signature is ever questioned. An independent e-signature, such as zipLogix Digital Ink®, embeds the evidence and validity of the signature into the signed document itself, and this type of electronic signature is also called a digital signature. Because the legal evidence of the signature is digitally contained within the signed document, there's no need to depend on your e-signature vendor to keep your signed documents on file or to provide you with updates to the file over time. Independent e-signatures also use tamper-evident technology to immediately detect any potential fraud; robust identity authentication to make sure only authorized individuals have access to documents; and comprehensive, independent audit trails to track and record every part of the signing process.
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AuthentiSign and the Counter Offer (9/13)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (9/7)
Wednesday, Sept. 7, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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Paperless Files: AuthentiSign for e-Signing (8/22)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (8/3)
Wednesday, August 3 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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DocuSign Transaction Rooms for Real Estate (7/20)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (7/6)
Wednesday, July 6, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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Advanced Authentisign for e-Signing and a Paperless Transaction File (6/30)
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DocuSign Transaction Rooms for Real Estate (6/15)
Wednesday, June 15, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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The Pen vs. the Pixel: Which Signature Is More Trustworthy?
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Learn to eSign with Digital Ink® (5/12)
Thursday, May 12, 2016 at 10:00 AM PDT Learn about sending and viewing electronic signatures using zipLogix Digital Ink from zipForm® Plus. Send documents for signatures directly from zipForm Plus Review signed documents and view signature status within your zipForm transaction Secure, easy and fast This training will cover sending and receiving signatures with zipLogix Digital Ink, and it will show you the client's point of view when signing documents. Register now!
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A Guide to E-signatures for Real Estate Agents
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Top 5 Secret DocuSign Mobile Features That You Don’t Know About
For those of you who are closing deals on the road--which if you aren't, you should be--here are the top five features that DocuSign Transaction Rooms users don't know are available with the mobile application. 5. Bulk Actions Bulk actions allow you to choose one or more documents and take an action on those items, like email, copy or delete. To use bulk actions, touch the bulk action icon circled below, and then touch the circle next to the corresponding items you'd like to take an action on. Touch the same bulk actions icon in the bottom left to select all or none of the documents. Touch either email, copy, or delete from the bottom right. Touch Done to leave the bulk action options.
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This Overlooked eSignature Feature Can Enhance Your Customer Service
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Behind a REALTORS® Digital Life: Musings from my Mobile
What REALTOR® wouldn't want to do away with paper? The beauty of being a real estate professional is engaging with clients. It's personal: you're making their dreams into a reality. Part of that reality is making sure the process leading up to home ownership is as streamlined as possible. That's where digital platforms come into play. Just as caffeine unleashes energy, digital platforms, like DocuSign's Digital Transaction Management (DTM), unleashes pure simplicity. It's only natural: when you dump paper in favor of digitized contracts, you gain speed, efficiency and peace of mind. I remember when I was an active REALTOR®. Our team of twelve relied on digital platforms, like DocuSign, to help us crack smiles on our clients' faces. If anyone has gone through the traditional process of buying a home, they'll delight in knowing they can DocuSign their way to a dream home within moments, and even on their mobile device if they so choose. Tap, tap, tap...the keys to the house are yours. Sure, the thought of digitally managing the process might raise a few eyebrows with the older generations, but note to all electronic signature providers: Keep It Simple! I cannot stress this enough in order to welcome all generations to enjoying the digital advantage.
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Introducing DocuSign for REALTORS® PLUS
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Can You Trust That eSignature? How to Spot a Tampered Document
Legal contracts are a critical part of real estate. Real estate professionals need to be sure they're providing tools to customers that protect their clients' interests as well as their own. It's not always easy to sort out what those tools are, however. A simple search for "electronic signatures" on the App Store or Google Play will yield dozens of results. How can you know which solutions to trust and which to avoid? Knowing what questions to ask and what elements are most important in an eSignature solution is a great place to start. From a legal standpoint, the following two items are most important: Authentication - How do you match the person with the signature? Encryption - Once a document is signed, can you demonstrate that it hasn't been tampered with? We can look to banks to find out more about how to evaluate solutions. Many larger banks now provide requirements or recommendations on the type of support electronic signatures must have to be legally viable within their programs. They want to be able to see the entire "story" of a document--where it's been, who has signed it and more. This can be accomplished via a certificate of completion, a transaction summary that demonstrates authentication procedures, time stamping, audit trail and more. All of these are evidentiary bits that support the integrity of the transaction in case it is ever challenged. As an industry, we want to be sure that we are providing tools to our customers that will protect our interests as well as theirs. We previously provided an overview of criteria that electronic signature solutions need to meet in order to be legally viable. But just because you choose a secure solution doesn't mean you won't encounter questionable documents from other agents. So today, we're going to take a look at how to distinguish a valid document from one that's been tampered with.
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Follow the Leader: Tom Gonser
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Authentisign For e-Signing (8/12)
Tuesday, August 12, 2014 7:00 AM - 8:00 AM PDT Join us for an Overview of AuthentiSign! Our e-signature technology that works on Laptops and desktops as well as iPads, tablets and mobile devices. We'll cover the Essentials of digital signatures, the 'how to' of preparing completed forms and documents for digital or e-Signing. This webinar will cover the steps to import a transaction folder and create a new signing by adding participants and preparing typed Up forms and uploaded documents by plotting the required signatures, initials and date stamps. We will highlight the first signing participants steps to access and accept the prepared contract packet. Register now!
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8-Point Checklist for Evaluating eSignature Security
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Electronic Signatures 101
Doubtless you're all familiar with the basic concept of electronic signatures. After all, this popular technology is an exceptionally great fit for our document-intensive industry. Still, there's no time like the present to develop this basic familiarity into a more complete understanding of technology that can truly make a difference in your business. Although each electronic signature solution serves the same primary purpose (allowing greater speed and flexibility in the signing of documents), they are all slightly different. To help you learn more about e-signature solutions, we recommend reading the following articles. They're a good place to get started: E-Signature Security: A Primer for Agents Ask the Expert: How Do I Choose an eSignature? Electronic Signatures FAQ Choosing the Right Tool If you're in the market for an electronic signature solution, there are questions you can ask to evaluate which option is right for you, like: Does this technology support the forms that are required in my MLS? What other formats are supported (i.e. .pdf and Word documents)? Does this technology integrate with my document and/or transaction management solution? Does this technology support biometric as well as digital signatures? (Learn more about the difference in this article: "Not All Electronic Signatures Are Created Equal." Can clients sign using a tablet or Smartphone? What other functionality does the mobile app have to offer? Find more questions to ask in our 2014 Technology Guide. It's a free resource for real estate pros who want to learn more about the technology products available to them.
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E-Signature Security: A Primer for Agents
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5 Reasons Electronically Signed Documents Might Just be Better than Pen-and-Ink
First, let's acknowledge the elephant in the room: we're biased. Our users have had the option to send documents for electronic signatures through our transaction management solution for several years now, and we obviously think signing documents electronically is a necessity. But we've got some great reasoning to back up our position. Here are five of the best: 1) According to the National Association of REALTORS®, 31% of today's buyers belong to Generation X (those born between 1965 and 1979) and 28% of buyers are even younger, belonging to Generation Y (those born between 1980 and 2000). Consumers in this age group love technology and incorporate it into almost every aspect of their lives. They're going to expect equal savvy from their REALTOR®. 2) Real estate isn't strictly local. Most real estate professionals have experienced at least a few out-of-state or international buyers. Sending real estate documents for electronic signatures is far superior in these situations. They're flexible, so that signers can live hundreds or even thousands of miles away. Creating a session takes about 5 minutes, and if the signers are on stand-by anticipating the contracts, they can have them signed within 10 minutes of receiving them. Potentially, all documents can be signed within 20 minutes without all participants being in the same location. 3) Digital signatures are as secure as pen-and-paper signatures, if you choose a proper solution. Our digital signature solution is secure, encrypted, legally enforceable per the 2000 ESign Act, includes a complete audit trail, and locks documents after the signing session is complete. This means that our technology tracks who signs the document, when they sign it, and even where they sign it (by capturing their IP address).
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When Systems Integrate, Agents Win
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New Features Added to zipForm® Plus
zipForm® has always been a powerful solution, if sometimes overwhelming to use. That all changed last year, though, when zipLogix released an overhaul that made their flagship product much more user friendly. Dubbed zipForm® Plus, the updated program featured a more attractive and intuitive user interface than its predecessor, zipForm® 6. Thankfully, zipLogix is frequently issuing updates to the new program, calling it "a vital part of the promise we made when zipForm Plus was released." Last month, zipLogix release two major updates to the program that further streamline the user experience. Here's a quick overview: Embedded eSignatures Users no longer need to switch to their eSignature program when it comes time to sign a document. Signature solutions are now completely embedded, meaning that users can send documents, modify signatures, add documents, and check signature status without leaving zipForm® Plus. The entire process is now contained within the program's interface.
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Spotlight on zipLogix’s TouchSign
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Using Your iPad with Buyers
Today about half of the real estate professionals in real estate have iPads. As business professionals, having information and resources at your fingertips can be a significant way to improve your business. This has always been the promise of mobile computing, but laptops are too clunky to carry around, and for most of us, the size of the keypad and mobile screen on a mobile phone are too small for any significant jobs. The iPad turns out to be just the right size. Up until recently, MLS systems were off the mobile grid for most real estate agents. Today, things are much better. The leading MLS solutions are either adopting responsive designs that allow you to access the MLS thorough the Safari browser on the iPad, or offer apps that allow MLS search. These advances are terrific time savers for agents who need access to the MLS to research buyer needs anywhere, anytime on the iPad. A new trend emerging with the iPad is the buyer CMA. There are a number of companies now offering CMA solutions that work great on the iPad and help agents deliver outstanding presentations that can be created in minutes. If you have not looked into CMA solutions for the iPad, check out these mobile-friendly products: Cloud CMA ToolKitCMA TouchCMA Realtors Property Resource®
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Family Matters
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Think Boomers Hate Tech? Think Again.
MarketingCharts.com shared some interesting statistics on tablet ownership recently. While most of the data was exactly what you'd expect, one area may surprise you. Thirty-one percent of adults age 50 to 64 own a tablet. Why is this important? Because this is the group that controls much of the nation's disposable income, and one of the most significant groups for real estate purchases. And this is the group that you may be worried about turning off with mobile technology. We hear it all the time: "My senior and Baby Boomer clients don't care about mobile; in fact, many of them are frustrated by it. I try to keep things low-tech so that they're comfortable." This may be one of the reasons you're reluctant to adopt mobile tools like digital signatures or mobile apps. But you're wrong—and it could be hurting your business. Business is Booming for Boomers Last year, Nielsen reported several vital facts about Boomers: They'll grow more than any other group between now and 2030. Despite the then-troubled economy, 63 percent of Boomer households had at least one person working at the time of the report. In the next few years, Boomers are expected to control 70 percent of the country's disposable income. And, as we mentioned in the beginning of this article, they're adopting tablets like crazy. In other words, they've got money to spend on real estate, and they're living on their tablets, just like younger generations. So real estate professionals need to adapt.
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Sprint into Spring
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Closing the Circle with Electronic Signatures
To borrow from The Lion King, even real estate documents have a "circle of life." They begin as forms and end up as documents. Closing that circle has gotten infinitely easier with the advent of electronic signatures. You're probably nodding your head, agreeing that this is a no-brainer. But, the truth is that digital signatures have been legal for many years (protected by federal statute) and yet adoption was growing at a snail's pace until only recently. What caused this shift? Consumers are the driving force behind the growth of electronic signatures. "The downturn in the real estate market led to the growth of investors making deals in other states. Those out-of-state buyers loved the convenience of electronic signatures," explains Marilyn Wilson, co-founder of the WAV Group. "International investors also became much more active during the real estate crash. They, too, were the perfect user group for electronic signatures." Wilson also points to eCommerce as a driver of electronic signature adoption. "Consumers are used to entirely digital transactions and feel comfortable when their real estate transactions are digital as well," she says. Wilson and other thought leaders discussed a range of issues associated with electronic signatures in their webinar, "Not All Electronic Signatures Are Created Equal." You can view their full discussion here:
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Cartavi Adds Gusto to Version 3.3
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Selling to Gen X and Gen Y
What I'm about to tell you won't surprise you at all. In the coming years, more of your clients will belong to Gen X and Gen Y – and they're going to demand a more tech savvy approach. According to the National Association of REALTORS®, 31% of recent buyers belong to Generation X (born between 1965 and 1979) and 28% of recent buyers belong to Generation Y (born between 1980 and 2000). Consumers in this age group are quite proficient with technology, and are going to expect the same (or better) from their real estate professional. You may be thinking this is a stale topic. You may be right. But given the importance, it doesn't hurt to reevaluate how well you're serving this demographic and "up your game" a bit. Electronic Signatures Electronic signatures are a great fit for Gen X and Gen Y buyers. There's something so clean and modern about this mobile and paperless approach to signings. When you look at a tool like DocuSign, even the aesthetics are bright, clean, and attractive. It's especially appealing to the environmentally-minded, online-shopping, busy folks in their 20s, 30s, and 40s. Stacks of paper, inkblots, copiers, and fax machines are how their grandparents closed a real estate transaction – not how they want their closing to feel. And as we'll discuss next, mobile is a big thing for these groups so having a mobile app for your digital signature solution is a great idea.
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Checklist: Going Digital
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Will the Real John Doe Please Stand Up?
Signatures on real estate documents shouldn't feel like an episode of the game show, "To Tell the Truth." You should know exactly who signed the document, in addition to where and when they signed it. This may be an area of pushback from clients when you tell them you'd like to use electronic signatures. You can assure them, however, that reputable electronic signature solutions can provide true confidence in signer identity. How do they do this? Perhaps the best way to explain is to use an example. We are going to discuss DocuSign, one of the most popular electronic signature solutions for real estate and many other industries. Identity Verification with DocuSign The process of identity verification begins before the document is even signed. With DocuSign, email authentication (sending a link to the document to a specific email address) is always standard. However, DocuSign users can also request additional identity verification methods, including: SMS Text Authentication: The signer receives a unique password, which must be entered before they can sign. Phone Authentication: The signer enters their phone number, receives a call at that number, and must enter an authentication code. "Secret Knowledge" Questions: The signer must be able to answer a question that only they and the sender would know the answer to. Access Code: The sender personally (via phone, text, or email) gives the access code to the signer. Only after the signer enters the correct access code can they sign the document.
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This Tuesday: Learn How to Increase Productivity and Save Time
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Where are Your Tech Pain Points?
Real estate technology is all about "pain points." We recently heard this perspective from David Lester, Founder and CEO of Sequent Systems, and we asked him to talk a bit more about it. "Discomfort is a great motivator," David explains. "In that way, it serves an important purpose. In our industry, one of the common pain points seems to be managing the many documents associated with a transaction. Some people may be great at developing their own systems for staying organized, but most of us need help in that area. Technology is developed to address these pain points and help make business easier and more profitable for REALTORS®." But what if I have a lot of pain points? Most real estate professionals we know have a variety of factors that slow them down. We asked David what real estate professionals should do if they've got more than a single pain point. "Well," he says, "you're right; it's usually not as simple as a single source of frustration. That's why you often see people working with 10 different tools to address 10 different problems. Which, of course, creates a whole new world of pain. You've got people trying to remember which tool does what, forgetting 10 different usernames and passwords, and wasting a lot of time on redundant data entry. That's why I think the industry is moving toward integrated solutions."
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What You Need to Know Now About eSign and Document Security
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It’s Time to Take Your eSignature Tool Seriously–The Law Does
Did you know that June 30 was National ESIGN Day? Bet you didn't know it, but you should, and here's why. First, a quick history... In 1998 the US Congress amended the Bank Protection Act of 1968 to include digital/electronic signature and authentication, the act was known as "Digital Signature and Authentication Law (SEAL) of 1998" permitting, and helping define, the use of electronic signatures in all aspects of business. In 2000, Congress enacted the "Electronic Signatures in Global and National Commerce Act (ESIGN)" into law. This was a turning point for the acceptance of the digital signature and authentication standard. How many REALTOR® members or even real estate professionals are aware of the authentication standards that were set? To boil it down, you need three primary points to prove a valid electronic signature: Legally valid - This is established by consenting to sign digitally and reviewing a consent statement including information on how to obtain paper copies, how to withdraw consent, and who is requesting the signature. Auditable - There must be an audit trail, including the email address, IP address and potentially even the geographical location of the individual at the time of signing. The time stamp is also necessary. The audit trail becomes part of the verification and certification of the digital signature. Tamper Evident - The digital signature must also be able to reveal if the document has been tampered with.
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Choosing an Electronic Signature Solution
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8 Resources for Saving 'Green' this Earth Day
It's Earth Day--but we're not going to talk about saving the environment by going green today. While there are many virtues to reducing your paper and energy use, we know that you've probably heard all about that already. Instead, we're going to talk about saving green. When you think about it, caring for your finances and caring for the planet are not that different. In the end, it all comes down to responsible resource management. What resources are you conserving by going paperless? Money, certainly, but also time and effort. In the spirit of helping you conserve the resources that are most important to you (whatever they may be!), we've rounded up some of our favorite articles and calculators to help you navigate the world of going paperless. Exploring Expenses We get it. The printing, the faxing, the copying--it's all familiar and maybe even comforting, especially if you've been doing it for years. If you're reluctant to switch to a paperless real estate practice, perhaps some cold, hard facts and figures will make you reconsider. Just how much is all the printing, faxing, and copying costing you? See The Hidden Cost of Paper Transactions to learn more. Still not convinced? These two 'paperless' calculators can give you a more personalized look at how much money you're throwing away each year: Paperless Savings Calculator - This tool from Instanet factors in things like printing costs, storage costs, and staff time to give you a detailed idea of how much money you spend in a year on paper related expenses. Green Marketing 'ROI' Calculator - If you still focus on direct mail instead in favor of online marketing, this calculator from eMerge lets you know how much you could save by turning your focus to digital channels instead.
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Spring Clean Your Business Processes
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Still Signing Those Contracts With a Pen?
This post comes to us from BrokerageU: I've met some agents who still rely on their printer and scanner or fax machine to get their contracts signed and turned around for their clients. Think of all of those wasted minutes spent waiting for your entire contract to scan and be delivered back to your computer--hopefully in a still clear-enough-to-read state. If you haven't tried any of the available electronic signature services yet, consider this a personal invitation. Give it a try--we're willing to bet you'll find that signing documents virtually can be a huge time saver for your business. First, consider your options. There are various services at different operating levels and prices for you to choose from. Think about the capabilities that you need in order to make this service worth it. Also, try to select based upon a reasonable per month price in relation to how frequently you will actually be using this service. Another thing to consider, which devices are compatible with each service? Will you be opening and signing documents via your smart phone, tablet, iPad, or just your computer? It's a good idea to plan ahead so that there are little to no surprises that arise after purchase. Typically, there will be some sort of trial period offered that could be anywhere from one week to 30 days. You can make a much better decision when you can test the service out in your normal day to day environment. Don't be afraid to test a whole handful before selecting your top picks. We will provide you with one of our suggestions on the next page. We would love to hear your feedback on whichever service you decide to go with in the comments section.
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Product Tour: zipForm 6 Professional
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The Hidden Cost of Paper Transactions
Are the tools and processes you use in your real estate business giving you the maximum return on your investment? If you're still battling through mountains of paperwork, there may be room for improvement. Examining the Hard Costs of Paper Depending on what state you live in, a single real estate transaction can require signatures on anywhere from 10 to 100 documents. The cost of all this paperwork makes a significant impact on your bottom line. Let's take a quick look at where these expenses lie: Printing - On a standard office printer, a single black-and-white page costs $0.03. With color, the cost jumps to $0.08. Delivery - The cost of postage and courier fees adds up quick. For documents that can be signed locally, factor in the time and expense of travel, as well as the hassle of coordinating meeting times that are convenient for all parties. Storage - Storing and managing paper documents costs over 50 times as much as electronic records, thanks to necessities like filing cabinets, boxes, folders, and more. Not only will you need more space as time goes on, but there are special considerations that paper archives need, like temperature, humidity, and fireproofing. Document loss and reproduction - Whether lost in transit or just lost in the shuffle, paper documents are always at risk of going missing. When this happens, you re-incur the costs of printing these documents again.
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Gain the Competitive Edge with Electronic Signatures
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Case Study: Is Technology a Scapegoat for Poor Customer Service?
I recently wrote an article about technology, electronic signatures in particular, being used as a scapegoat for poor customer service. Just days after publishing the article, I spoke to a consumer who had recently completed a real estate transaction (as a buyer) and was a perfect case study for this very topic! I'm going to share his story here. Here's how it all began. Buyer (indicating a thick stack of papers on his desk): Well, there's the paperwork for buying those properties I mentioned. Me: Wait, what? Buyer: The agent sent me the contract as an email attachment. She told me to print it out, sign it, and drive it over to her office. Now, as you can imagine, I had quite a bit to say at this point.
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Electronic Signatures FAQ
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Is Technology a Scapegoat for Poor Customer Service?
The other day, I spotted an interesting post in one of the many real estate groups on Facebook. In the post, an agent suggested that electronic signatures result in poor customer service. The agent went on to opine that it is impossible for agents to fulfill their obligation to review the contract with their client when all they are doing is sending it over with (essentially) a button to push for signature. This agent’s perspective might be more widely held than I realized. But it’s one, to be frank, with which I disagree. Let’s take a look at both perspectives. The ArgumentIf I’m not mistaken, this particular agent’s argument was that electronic signatures negatively impact customer service because an agent does not have to be present when a document is signed electronically and thus their clients are missing out on the line-by-line explanation and analysis. What isn’t being mentioned is that each agent has a choice whether or not they will be present during an electronic signing. They must use their discretion to determine whether or not their client could benefit from additional explanation and handholding. Just because you’re clicking or using a stylus instead of an ink pen, it doesn’t mean you cannot be present at a signing. Now, on the other side of this argument, I can come up with multiple ways that electronic signatures actually allow real estate agents to improve their customer service. A few examples:
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"The Cloud" 101
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Friday Freebie: Real Estate Dashboard
GoPaperless Solutions is no stranger to our Friday Freebie series. Earlier this year, we featured their eSignOnline. Today, we bring you another freebie from GoPaperless – a 30-day free trial of their Real Estate Dashboard software, designed specifically for use on Tablet PCs. Free Trial of Real Estate Dashboard Now you can try the Real Estate Dashboard from GoPaperless Solutions for 30 days free. To sign up, you'll only enter your contact information – no credit card is required. A download link of the trial version is emailed to you for setup. With the trial version, you can import forms (PDF, Word, and Tiff files), fill them out, hand sign with clients, and email them out. The full version packs in these great features: Paperless document management: creating/managing digital files and folders, saved notes, imported forms, and imported contracts or documents Integrated fax and email: send or receive faxes anywhere, receive faxes by email, unique toll-free number Electronic signatures: biometric signatures use pen-to-paper simulation and web-based digital signatures use the integrated eSignOnline (with unlimited use). Work online or offline; no internet needed. Cloud sharing: view, download, or upload large files with permission based access for clients and contacts. Offsite backup: automatic secure backup that can be accessed anytime, anywhere. Register for the free trial today at GoPaperless.com.
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Product Review: Instanet Solutions Suite
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Friday Freebie: e-SignLive
Our Friday Freebie series is back by popular demand! We're returning after a brief hiatus with this free offer from e-SignLive. 5 Free e-Signings Per Month, Free Forever Create an account and you can sign up to 5 documents for free per month – forever. Your free account includes: Up to 5 free e-signed documents per month Only one signer in addition to the account owner can sign one document at a time. Your e-signed documents are only kept for 30 days, and then deleted from the system. To register for the free account, click here: http://info.e-signlive.com/free/.
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Product Review: eSignDashboard for iPad
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Friday Freebie: GoPaperless Solutions eSignOnline
We’re thrilled to be able to continue our popular Friday Freebie series with GoPaperless Solutions. They offer a free version of their terrific eSignOnline digital signature solution.   Free Version of eSignOnlineWith an easy-to-use interface and access from anywhere, you can upload documents for e-signatures using a simple wizard interface, email out for signatures and get confirmations fast. Signatures created using eSignOnline are secure, encrypted, and legally binding. Additionally, documents signed with eSignOnline are FHA approved and ESIGN compliant.   The free version of eSignOnline allows users up to 5 "Signing Sessions" per month. Each Signing Session can have unlimited documents and unlimited signers with a document size of up to 5 MB and document storage for 30 days.   To sign up for the free version of eSignOnline, click here. After you've tried the free version of GoPaperless, you may want to consider one of the premium versions of the solution. Premium versions of the eSignOnline platform offer unlimited Signing Sessions, enhanced signings, templates and packages, longer storage and larger document size. Contact GoPaperless for pricing information.
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Going Paperless and Mobile with the eSignDashboard iPad App
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Looking Forward with Austin Allison
We figure Austin Allison, CEO of DotLoop (www.DotLoop.com), is doing many things right. After all, DotLoop blows up our Google news alerts on a daily basis. The news tells us that Austin’s company is growing by  “loops” and bounds – unsurprising, once you get to know his product. So we decided to play “crystal ball,” and get Austin’s take on where the future of his company – and the real estate industry – will go. “The market is ripe for a solution that works,” says Austin.  “That is why DotLoop is growing at an unusually fast pace for this industry. This isn’t just blind optimism; we have every reason to believe that we can: Introduce new revenue streams. Reduce administrative time by 70%. Achieve a 100% savings on carbon copy/paper forms. Eliminate contract disputes. Eliminate document storage cost. Increase the number of deal conversions by 4 to 5 deals per year, per agent. This week DotLoop will be announcing another national brand partnership.  Also stay tuned for the largest DotLoop announcement yet at the NAR Convention and Expo starting this week. We will be announcing a new offering that people cannot afford to say ‘no’ too.”
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Find the Right Tablet for You
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Friday Freebie: DocuSign
Many companies offer trial versions of their products for free. This is a wonderful opportunity for agents and brokers to experiment with different solutions to find the one that works best for them. We’re starting a new series of articles – Friday Freebies – that will focus on just this topic. We’re starting with DocuSign!   Free Edition from DocuSignThe free edition of DocuSign allows individuals to send up to 5 documents per month with unlimited attachments. The Free Edition plan is good for one year, and your 5 envelopes reload each month.  This allows real estate agents to gain experience with the benefits of DocuSign before making their purchase to an unlimited plan. You can get it here.   Key features of DocuSign Free Edition are:  5 free DocuSign envelopes per month, with unlimited attachments and no credit card required!  Unlimited signers  Plus, get the suite of DocuSign tools in the Professional Edition!
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Not All Electronic Signatures Are Created Equal
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Video: Tech Thursday with Maya Paveza (Sep 22)
Maya's Tech Tuesday got pushed to Thursday this week. Why? Because she's SWAMPED! During this busy time, one of the things that has been helping her is DocuSign. In today's video, Maya talks about DocuSign and how it makes her life easier. For more information about DocuSign: click here For more information about digital signatures: click here For digital signature products in our product directory: click here To watch the video, click on to the next page.
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Quick Tip for DocuSign Users
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Tip for Success
"Plan your work for today and every day, then work your plan." Thanks, Margaret Thatcher! That's our point exactly. One of the most important ways to ensure success is to plan for it. As a real estate agent in today's competitive market, creating a plan for growing your business is absolutely essential.  
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Are You Meeting Your Goals for 2011?
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Going Paperless: A Smart Choice
Environmental conscience doesn't have to take a back seat to business savvy. What many people may not recognize is that they can make smart choices that are good for business and the environment. A great way to get started is to go paperless. Before I start my spiel, I want to take the opportunity to reach out to you, our brilliant readers. Going paperless is just the beginning of the many ways that REALTORS® can green their business. Are there any green ideas that have inspired you? Do you have any advice for your peers?
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Are Electronic Signatures Right for Your Business?
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Cloud Computing and Social Media in Today's Business World
New technologies are always being released upon the public with promises of boosting efficiency and simplicity in our lives. However, for those who don’t consider themselves tech savvy, the world of new technology may seem overwhelming. It’s understandably difficult to keep up, especially for people who learned how to do their job before the digital age. Nevertheless, failing to keep up essentially gives competitors the upper hand. In most sectors of the business world, including real estate, one of the most important technological advancements of recent years is social media. Potential customers and clients are attaining information through online contacts that serve as references to make important decisions. They spend more time interacting with fellow users through online forums and groups because social media because it’s less formal and easy to use. The main reason why social media is so easy is because it incorporates cloud computing; using networks and software hosted by third parties.
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