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Who Is Covered by CCPA and What Does It Require?
The California Consumer Privacy Act, often thought of as "California's GDPR," is prompting companies across the US to do far more than update their privacy policies. Starting January 1, 2020, new requirements will affect thousands of businesses that leverage a wide range of personal data connected to the nearly 40 million California residents, their households, and devices. While there's no singular roadmap to being "CCPA compliant" (and ongoing amendments to the CCPA text make that a moving target), there is no shortage of strategies to prepare for this new data privacy law.
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8 Common Questions about Authentisign, Answered
Whenever we at Lone Wolf post about Authentisign on social media, we tend to get a lot of good questions about it. So today, we wanted to get all of those questions, and their answers, into one place for you. Here are eight questions that you've asked about Authentisign, and what you need to know about it!
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New DocuSign and Keller Williams Deal Unleashes the Power of AI
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ESIGN is 19! Time to reflect on electronic signature in the U.S.
June 30, 2019 marked 19 years since the Electronic Signature in Global and National Commerce Act (ESIGN) was signed into law--as well as the 10th annual National ESIGN Day in the U.S. Nineteen is a funny, in-between age: already old enough to drive, vote, and (yes) sign contracts, yet still not old enough to get into the really good clubs. It's a good age, however, for reflection: a time to consider one's beginnings, how one is perceived, and what one's future may hold. So, let's briefly reflect on 19 years of ESIGN.
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It's Time to Modernize the Clickwrap Experience
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DocuSign Deepens G Suite Integration
DocuSign is unveiling new product innovations at Google Cloud Next '19 this week. Over 5 million businesses rely on G Suite to collaborate easier and faster in real time. As a recommended G Suite partner, DocuSign shares this vision of helping businesses work faster, simpler and more cost efficiently, while delivering a better experience for customers and employees. So naturally, it made sense to expand our integration of DocuSign eSignature and G Suite.
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Simplify and Accelerate Agreements with Dropbox Extensions
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A Boutique Brokerage's High-Tech Secrets for Beating the Competition
"Small, but mighty," is how broker/owner Erica Ramus describes her firm, Ramus Realty Group. The numbers back up her claim: with just seven agents, this rural Pennsylvania brokerage closes over 200 transactions each year. Though their team is small, Ramus Realty Group's productivity dwarfs that of their larger competitors. So how do they do it? That's what we wanted to find out when we sat down with Erica during a recent webinar. Here's an in-depth look at what we learned: High Productivity Means High Expectations One key to Ramus Realty Group's success lies in their hiring philosophy: "I don't want people who don't want to work," says Erica. And work Erica's agents will. Ramus Realty Group only hires full-time agents and has a minimum production level of 24 sides per year that each agent must meet. The bottom third of her agents meet the goal of 24 sides, while the top third complete a whopping 60-70 transaction sides per year. When hiring new agents, Erica screens for a willingness to try new technologies and to follow their system. "We believe in slow to hire, quick to fire," she says. Even if someone says the right things, if they do not start using their processes and technology immediately, Erica is quick to let them go. "I want someone to fit with how we roll, and we're high tech," she says. Erica also considers the cost of someone who doesn't fit their culture. "She's costing you not just the systems and the tools that you're paying for, but she's costing morale. When people see that other people are not pulling their own weight in the company, or are not buying into what everyone else is doing, it hurts everybody." Smart Tech for a Small, Mighty Firm For agents that are willing to work hard, Erica offers plenty of support to help them meet their production goals. As an early adopter of technology and "a geek at heart," Erica began blogging and using ActiveRain shortly after her office opened in 2007. As a result of over a decade of blogging and promoting her firm's website, the site has excellent SEO, or "Google juice," as Erica puts it. Because the site brings in tons of organic leads by itself, Erica doesn't have to pay for leads. Her agents can cherry-pick the hottest leads and incubate the rest. Erica was also an early adopter of online forms. When zipForm debuted, Erica worked as an agent for another brokerage that, she says, "was still doing paper and carbon." She paid to use zipForm herself because "I knew that was the technology of the future." Technology like that, she says, makes her brokerage faster, better and stronger. Erica offers zipForm and DocuSign Transaction Rooms to create an online transaction that's not only more efficient, but also more transparent to the consumer. Her company prides itself on combining this technology with live guidance to clients about key elements of the documents they've been sent. For Ramus Realty Group, DocuSign makes it easier to close deals faster and give consumers full transparency on the steps needed to complete a transaction. "Paper and carbon and meeting someone in a coffee is great, but it's also great if my buyer is two towns away and they want to put an offer in immediately. If we can not only send it over through zipForm, but then have them DocuSign it, that's win-win." So what's on Ramus Realty Group's tech shortlist? According to Erica, it's: zipForm and DocuSign Access to the MLS Marketing tools for creating collateral like flyers and ads Trello for checklists; each listing has a Trello board RE Technology.com Two virtual assistants "[Agents] want to know that they bring the listing in, they bring the buyer in, and we're going to do the rest so that they can get in the car and go do the next deal," Erica says. Ensuring Agent Adoption Because she invests in so much technology, how does Erica ensure that her agents actually use it? "I think it depends on how important the program is to the broker. So, for example, zipForm and DocuSign -- to me, that's a drop-dead. They have to use it. If they're not using it, they're not going to be in the office." Erica is more lenient on other things, like their online lead generation program. She can see when agents are logging in to the system and collecting leads. When they don't, the system cuts them off from receiving more leads. If that behavior doesn’t change after training and coaching, the agent is let go. The key to agent adoption for Ramus Realty Group begins with agent recruiting. Erica doesn't recruit agents who show a reticence to using technology systems and processes. That's not just about efficiency, she says. It's about how today's consumer wants to do things. Selecting New Technology Erica has some advice for brokers who struggle with evaluating the myriad new technologies that debut every year--think about comfort. Are your agents comfortable enough with the technology to use it daily? The program they will actually use is the best. Also, consider if the technology solves all of your pain points. If not, look at others. As for Erica, she limits her experimentation to the types of technologies that will help her agents the most and that they are willing to use: CRM, marketing tools, lead gen and online transaction processing. The Pennsylvania Association of REALTORS® provides zipForm as part of her membership, so it doesn't cost extra to provide it to her agents. Looking Ahead to Tomorrow's Tech When it comes to the technology of the future, Erica is intrigued by the promise of the blockchain. But "not necessarily for real estate sales," she says. Rather, it's the title and mortgage side of blockchain that she thinks could speed up transactions dramatically. "It could make our closings much faster if we don't have to worry about all these title issues and verifications because blockchain has enabled every step of the process." Want to hear more of Erica's thoughts on leading a tech-driven brokerage? Watch our webinar for the full-length interview. To learn more about building a technology platform for your brokerage, download this FREE guide from DocuSign.    
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From the Quill to the Stylus: The History of the Signature in Celebration of National ESIGN Day
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DocuSign Launches Strikethrough Feature for Real Estate
REALTORS® will often times need to amend an offer letter with a new offer price after negotiation. Or you will need to cross out certain clauses that aren't applicable to your client in a standard form. Now, with DocuSign LINE, you can easily do so.
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DocuSign Comments: A Quick and Dirty How-To
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The Digital Mortgage Is Here. What Does that Mean for You?
An industry steeped in structure and security is on the brink of transformational change. The factors needed to make a true digital mortgage (from application to close) a reality are accessible and organizations buzz about their ability to support the workflow. Yet we aren't seeing widespread adoption or scale. What is happening in the mortgage industry and what does it mean for you? In this educational blog series, we will dive into an ecosystem that is primed for change, the promises of change agents, and all the asterisks that complicate our shared transformation.
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DocuSign + Box Integration Launches Single Sign-On
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How to Create a Tech-Enhanced Brokerage that Wins
The real estate industry is changing. Handwritten offers, filing cabinets and printers are a thing of the past. Mobile offices, instantaneous responses, and data analytics are here to stay. For a brokerage to survive in this new digital age, their agents need to be equipped with state of the art tools at their fingertips. Now that the days of drowning in paper are over, it seems like a new real estate technology pops up every day and it can be easy to get overwhelmed and lost in all the options. So how do you differentiate the useful from the useless and figure out which tools are right for you and your brokerage?
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Labor Day Weekend: What Better Time to Save Time?
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From the Quill to the Stylus: 7 Historical Moments that Led up to National ESIGN Day
Just three years before the launch of DocuSign in 2003, electronic signatures and online contracts gained legal acceptance. Ten years later, we celebrated the very first National ESIGN Day. As we gear up for our seventh annual observance of this special holiday, we figure there's no better time to look at some of the key moments in the history of the signing that helped the signature evolve throughout millennia — all the way up to the very first National ESIGN Day in 2000.
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DocuSign is a Lifesaver for the Home Industry—Here’s Why
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Do Not Get Caught Using the Wrong eSignature Solution – Beware of the 'Scribble Sign'
Having a legally valid electronic signature solution is a key component of any company's overall digital transformation. But beware, eSignature solutions are not all created equal. Solutions can range from low end – what I like to refer to as "ScribbleSign," which simply pastse an image of a signature into a document – to highly developed and secure electronic signature platforms like DocuSign, that offer powerful privacy, security, encryption and authentication capabilities to protect the document's information and transaction data. An essential part of understanding your digital transformation is being aware of the distinction between what might at first blush appear to satisfy minimal requirements, and what conforms to best practices requirements and regulations for legally valid eSignatures around the world. For example, just recently in New South Wales, Australia, the Supreme Court found that even though an electronic signature from a Scribble Sign vendor in question was genuine, it had not been affixed with legal authority – making the contract unenforceable, because it did not provide evidence of authority that could be demonstrated through a robust and verifiable audit trail. Imagine if all your electronic contracts and agreements were invalid simply because you used the wrong eSignature solution.
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My Techy Valentine: A Love Letter to Google
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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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DocuSign's New CEO: 'Why I’m Proud to Sign on'
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What Will DocuSign Payments Mean for Real Estate?
The ability to set recurring payments through DocuSign Payments is coming and will be a boon to the leasing, event space rental and other industries. DocuSign Payments will also support ACH and Electronic Check Payments in the future which will be a perfect fit for earnest money deposits. As the industry standard for eSignature, DocuSign offers a major contribution to real estate. There are two major forms companies that provide services to the industry – zipLogix and Instanet. In the case of Instanet, they offer Authentisign for eSignatures; in the case of zipLogix, agents have a choice to use either Digital Ink or DocuSign. Zillow subsidiary Dotloop is also a competitor in this space with its own signature solution. DocuSign has built the category and created consumer brand equity that has driven more than 250,000 companies and more than 100 million unique users to adopt DocuSign across 188 countries. Their lead-to-close strategy for real estate is enabling brokers and agents to integrate CRM, accounting, and now payments to reduce manual data entry and minimize compliance challenges. DocuSign truly sets themselves apart with their world class security and unparalleled reliability, giving the industry complete control over their documents, information, and data. While real estate is certainly important to DocuSign, they have clients in virtually every other sector outside of the industry, too—and the company's launch of DocuSign Payments plays big in all of them. Slated for release early next year in partnership with international payment processor Stripe – and supported by Apple, Google and Visa's Authorize.net – DocuSign Payments saves time and effort by providing a fast and easy way to collect payments and signatures in just one step.
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Improving Transaction Efficiency with DocuSign's Integrated Solutions
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Strategic rollout fuels RE/MAX Ability Plus DocuSign success
Jennie Franklin knew her brokerage needed a way to help agents improve transaction speed, increase efficiency in day-to-day operations, and decrease the cost and problems associated with paper processes. "We already had a paperless solution in place that wasn't working very well for us," said Franklin, Director of Operations for RE/MAX Ability Plus in Indianapolis. "We were constantly being backlogged because there was still a lot of paperwork being turned in by the agent. We needed something much more functional." DocuSign's eSignature and Transaction Room capabilities were precisely what the brokerage was looking for. At the time RE/MAX Ability Plus made the switch, Franklin had already been using DocuSign for five years. She knew that once the brokerage's 150 agents saw everything DocuSign could help them do, they'd quickly understand the benefits. "I have a goal of 100 percent adoption of DocuSign in the office because I feel so strongly about it being such a great tool," Franklin said. "As agents start to see it, they say, 'I need to get on board with this.'" As with any new program, and a sales force the size of RE/MAX Ability Plus, the key to success was a carefully planned rollout strategy. That meant talking to agents and finding out precisely what they needed the platform to do – and then delivering a system that met those needs.
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Digital Transformation: Learn how leading brokers are going fully digital from lead to close. (10/25)
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What DocuSign's New 'Lead to Close Strategy' Means for Brokers
DocuSign revealed a new 'lead to close' strategy for real estate at last month's Inman Connect conference in San Francisco. But what does that actually mean? Here's a breakdown. What is a 'lead to close' strategy? "Lead to close" is a succinct summation of DocuSign's new mission: to make real estate transactions 100 percent digital, from lead generation through recording of the deed. The heart of this strategy is integration with other major tools that brokers use. For example, one of DocuSign's newest partnerships is with Realtors Property Resource (RPR). Thanks to the integration, DocuSign users no longer need to enter property data into the program. That information is automatically pre-populated into DocuSign Transaction Rooms from RPR's database. Another new integration is with Lantrax's back office and accounting solution, Profit Power. All data about a property sale is pushed from DocuSign into Profit Power. By connecting transaction data to financial performance, this integration gives brokers greater insight into their business performance. DocuSign launched a similar integration with brokerWOLF, Lone Wolf's back office solution, last November.
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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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DocuSign Tips for Real Estate: It's All in the (Configurable) Details
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Paperless Files: AuthentiSign for e-Signing (8/22)
Monday, August 22, 2016 at 9:00 AM PDT Join us for an Overview of AuthentiSign, our e-signature technology that works on iPads, tablets and mobile devices, as well as laptops and desktops. We'll cover the features of Authentisign for digital signatures, the 'how to' of preparing completed forms and documents for digital or e-Signing. This webinar will also cover how to: Create a new signing by adding participants Preparing 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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DocuSign now enabled with Google Docs Android Add-Ons
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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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Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name
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DocuSign Transaction Rooms for Real Estate (7/20)
Wednesday, July 20, 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: Broker Edition (7/6)
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Advanced Authentisign for e-Signing and a Paperless Transaction File (6/30)
Thursday, June 30, 2016 at 10:00 AM PDT Learn more about Instanet's 'Advanced Features' such as in depth coverage of Mark-Up Tools, Checkboxes / Radio Buttons and Step 4, the design step. Signing Participants: In-Person, In-line signers and 'Private Email.' Also, bring your questions! We will want user feedback and interest as well.We will highlight the signing participants steps to access and accept the prepared contract packet. Authentisign is e-Sign and UETA compliant as well as FHA Approved! We look forward to 'seeing' you there! Register now!
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DocuSign Transaction Rooms for Real Estate (6/15)
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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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Introducing the DocuSign Today Widget
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Say Hello to DocuSign for Outlook: Manage, Sign, and Approve Documents without Ever Leaving Your Inbox
Microsoft Outlook boosts productivity. No secret there. But here's what you might not know: You can manage, sign, and approve documents anywhere, anytime, on any device without ever leaving your Outlook inbox. If you have Outlook and a desire to get work done faster, your organization can skyrocket productivity and increase security by enabling users to sign and send documents in seconds with the DocuSign add-in. (You'll also average fewer open tabs in your browser, which alone is an admirable feat.) How do you get started? Simply install the add-in through the Office Store and initiate the signing process the same way you would draft an email. Upload your desired file — and voila. The sluggish workflows of days past will never plague your office again.
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DocuSign Quick Tips: Pics and Signatures
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Splitting PDFs in DocuSign with Fewer Clicks
If you frequently split PDFs in DocuSign Transaction Rooms, I have great news for you–splitting just got easier! With our new multiple select capability, you can now easily split large files without clicking on every single page. See how painless splitting can be by following these four steps: 1.  Open the PDF you need to split 2.  Click on Document Actions and select Split
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[INFOGRAPHIC] 5 Signs You’re Ready for a Paperless Office
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3 Ways to Leverage the Integration between zipForm and DocuSign Transaction Rooms
The last year brought some extensive improvements to the integration between zipForm and DocuSign Transaction Rooms (DTR), including full form editing capabilities within a Transaction Room. Recently, we added the ability for users to fill out zipForm forms within a mobile browser. That addition motivated me to write a quick recap on the three main ways you should be utilizing our zipForm integration today. 1. zipForm through DocuSign Transaction Rooms on a PC. zipForm works best from your PC's browser; be that Chrome, Safari, Firefox, Internet Explorer, or most other modern browsers. From the web browser, you can access full form editing within a Transaction Room. For a quick walkthrough of how this works, view this video tutorial.
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Tips for Real Estate: DocuSign Tasks Just Got Easier
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Introducing DocuSign for Microsoft Windows 10
Microsoft's newest operating system, Windows 10, is here and they're calling it the best Windows OS yet! So naturally, we were eager to bring DocuSign to the new OS to continue helping users electronically manage signatures right from their favorite Microsoft applications. Our DocuSign engineers began working closely with the Windows engineering team to build a fantastic new app which takes advantage of some of the key new features. And today, we're pleased to announce the DocuSign for Windows 10 app. Familiar DocuSign for Windows 10 has all the core DocuSign features you already know and love to help keep your business fully digital, including: Sign and send documents in multiple formats Easy access and central storage for signed documents Secure and legally binding Productive Now you can drag and drop documents into the DocuSign app right from your desktop or folders. Transact business whenever and wherever you are – whether you're on your phone, tablet, or personal computer, DocuSign's universal app will remain the same with a fully responsive screen on any Windows 10 device.
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DocuSign Releases Task Lists to Help Keep Brokerages on Track
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Quick Tip: In Process Document Watermarks
DocuSign users, do you need to tell your agents and clients that a document hasn't been completed? No problem—to add a watermark in the Administration section, simply select the option for Watermarks. To customize the watermark text, click the Preferences menu from the drop down list. Click Features and Enable watermark for in-process documents. You have the option to customize the text type and the watermark text. The default text is "In Process." It can be modified to any option up to 50 characters
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Free Electronic Fax Number for Document Management
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The Not-a-waste-of-time, "Time Wasted" Infographic about Digital Transaction Management
"Lost time is never found again." That cheery quote comes to you from the mind of Benjamin Franklin. He also said, "Time is money." Good point, Mr. Franklin. We'll get right to the heart of this blog: Our new infographic, "It's About Time." It could actually save you hours, days, and even weeks. That's the time many DocuSign customers had gotten back when they apply digital transaction management tools to their signature-requiring workflows.
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Best Practices for Inviting People to a Transaction Room
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National ESign Day is Almost Here (Yes, That is a Real Thing).
Next week, on the last day of June, the nation will pause for a moment to remember all the important moments in their lives influenced by signing something electronically. Parades in several large cities will feature giant balloons and marching bands celebrating.... Okay, so most everyone doesn't know what National ESign Day is. No worries. There are no federal deadlines associated with it. No money due to or by anyone. It is worth making a special note of however. For 15 years, eSignatures have been revolutionizing workflows in many industries and saving millions of trees and other natural resources.
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Quick Tip: Adopting Multiple Signatures
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10 Must Haves In a Brokerage Paperless System and Vendor
A paperless system should be easy to use, but it's too easy to get lured in by a slick demo, only to realize later, the system doesn't really have all the tools you need. It may be easy for an agent to get a document into the system, but can your staff really manage the files? Does the system have the tools your office admin or transaction coordinator needs to do their job, all within that paperless system? Here's a list of what we think are ten must haves: 1. An Established and Stable Vendor – You're putting your most important business documents in the cloud. Will the company be there in a year, three years, five years? Are they an established company or a new VC funded startup? If you're really going paperless and want to make sure the files are there when you need them, make sure your vendor will be around in the long run. 2. Document Retention and Security – Along the same lines, the vendor should keep all of the transaction files for a minimum of the legal retention period on your state (and not charge you extra to do so). All of your data, documents and transactions should also be stored in multiple data centers in multiple metro areas for protection against manmade and natural disasters. 3. A Customer Service Portal – Clients want 24/7/365 access to information. They don't want to have to wait to be able to reach their agent before they can access a document they want right now (even at 2am). A good customer service portal should allow an agent to give customers secure access to documents in the transaction and to define which documents they should be able to view. That access portal should also be flexible enough to allow access to other participants such as title companies and attorneys, on a custom basis with templated security profiles for each role.
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Avoid 2 Colossal Mistakes When Going Paperless
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Go Paperless in 5 Steps with Dropbox for Business and DocuSign
Getting rid of paperwork is about more than just cleaning up the office. There are real costs associated with paper-based processes, in storage, materials like toner and paper, and, of course, considerable time and opportunity costs. Add in the increasing number of agents working from a home office, and going paperless makes good business sense, plain and simple. Digitizing workflows means more flexibility. With information removed from its cumbersome paper form, your business can have the freedom to work anywhere and share more easily. But what's the best way to move important documents and processes from a paper-cluttered world to one of bits and bytes? Dropbox for Business and DocuSign fit the bill. Here are five steps to get you up and running, and make your transition to a paperless workplace smooth. Step 1: Store files in Dropbox for anywhere access The first step is to make it easier to access and share the documents that matter to you most. By centralizing your documents in Dropbox for Business, you instantly make them accessible from and shareable to any device on any platform. This immediately speeds up your work: Whether it's a sales agreement or an offer letter, it all starts with storing your files in Dropbox. Anything you keep in Dropbox can be shared with other team members or clients, opening up a whole world of possibilities. Collaborative tasks like hammering out revisions on a contract or getting input on a presentation are more fluid for your whole team with Dropbox at your side.
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Follow the Leader: Ken Moyle from DocuSign Leading Real Estate into Faster Transactions
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The New Way of Real Estate Transaction Management
Electronic real estate transactions are becoming increasingly popular and more real estate boards are supporting this new process for their members. Is your brokerage prepared to support your agents with tools and technology to seamlessly process electronic transactions? Many brokers encourage certain processes for how their agents complete real estate transactions, but there isn't just one way. Top brokers consider how they need to accommodate all the ways their agents conduct business. Here are a few scenarios to think about as some may apply to your agents' transaction processes: Agent has their independent preference and workflow with an electronic forms and eSignature provider to complete and submit their transactions. Agent likes using electronic forms but prefers to print and sign, then submit to the brokerage electronically. Agent isn't quite ready to go paperless and prefers to work with hard copy forms and submit signed deals to the office administrators manually. Agent adopts the recommended brokerage tool. Now as a top broker, you innovate and offer digital options to your agents; continue that process. However, don't expect to have all documents submitted one way. Be prepared with systems to service your agents regardless of the type of forms used or the way your agents choose to execute their transactions. You can support your agents with the submission, review/approval and storage requirements of their transaction documents with the correct tools and systems in place.
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Video: Grow. Retain. Acquire.
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How Technology Can Improve Customer Service and Your Bottom Line
Earlier this week, we wrote about a new poll that reveals that 76 percent of home buyers believe technology makes them better buyers. Nearly 70 percent used the Internet or apps to submit documents, and an impressive 92 percent of respondents said technology saved them time. Considering this, it's not surprising that 74 percent of buyers said it was important that their real estate agent be technologically savvy. With the end of 2014 just weeks away, now is a good time to examine the tools you're offering your agents that help them meet (and exceed!) the expectations of today's consumer. Start by asking whether the tools you use are helping or hurting the client experience. Is it saving your clients time? How about your agents? You should also consider the impact of those tools on your bottom line. A recent study by consulting firm Intellicap, for example, revealed that using electronic signature and transaction management solution DocuSign saved a brokerage doing 500 transactions a year over $15,000 annually (learn more in our upcoming webinar). Here are a few interesting stats from their breakdown: DocuSign saves $21 per transaction in printing and overnight costs Brokerages save $10 per transaction in increased agent productivity Errors and lost documents are reduced by 81.6%
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Electronic Signatures 101
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Introducing DocuSign for Real Estate PLUS, Broker Edition
When DocuSign acquired Cartavi, it was easy to imagine great things as a result. We waited eagerly to see what DocuSign would do with this powerful new tool in their arsenal, and were excited to see Transaction Rooms unveiled earlier this year. This week, we took a closer look with a guided tour—and we were NOT disappointed. In addition to robust functionality for agents, DocuSign has added some valuable features built specifically for brokers. First, let's look at the universal features available to all users, then we'll drill down into the broker specifics. Dashboards The DocuSign for Real Estate PLUS, Broker Edition dashboard is your command center for viewing and managing your transactions. From this home screen, you can see a quick snapshot of the latest activity related to your transactions, envelopes, and documents.
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DocuSign's Mike Dinsdale: Leadership from the CFO Position
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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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Finding Work-Life Balance in the Summer Sales Season
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It's Time to Mind Your ROI
We're just days away from the end of the second quarter of 2014. The year's halfway point is a good time to examine what's working for your business and what could be improved. Start by asking whether the tools and processes you use are helping or hurting your bottom line. A recent study by consulting firm Intellicap got us thinking about Return On Investment. They discovered that using electronic signature and transaction management solution DocuSign saved a brokerage doing 500 transactions a year over $15,000 annually (learn more in our upcoming event). Here are a few interesting stats from their breakdown: DocuSign saves $21 per transaction in printing and overnight costs Brokerages save $10 per transaction in increased agent productivity Errors and lost documents are reduced by 81.6% While the study focused mostly on efficiency, other factors contribute to the high ROI of handling transactions digitally. Storage is a big one. Storing and managing paper documents costs over 50 times as much as electronic records, thanks to necessities like filing cabinets, boxes, folders, and beyond. Not only will you need more space as time goes on, but there are special considerations that paper archives need, like fireproofing and temperature/humidity concerns.
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Friday Freebie: Broker Success Kit from DocuSign
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It’s Time to Take Your eSignature Tool Seriously–The Law Does
We're continuing a holiday tradition of sharing our most popular articles of the year. This article was originally published to our Agent channel back in July: 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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Ask the Expert: How Do I Choose an eSignature?
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Infographic: Mobile eSignature Trends
Over the past few years, real estate technology has shifted from slow, desktop software to cloud-based solutions. Everything from CRMs to real estate forms can now be accessed from mobile devices like smartphones or tablets. This not only frees real estate pros from their desks, it enables them to respond to clients and leads faster, from wherever they're at. It's no wonder, then, that our industry is at the forefront of a growing work trend called BYOD (Bring Your Own Device). Using their mobile devices, agents can manage transactions, give listing presentations, update social media, and access email. This is great for brokers. By encouraging agents to BYOD, brokers free up storage (and office) space and increase efficiency. Electronic signature technology is especially benefiting from the drive toward mobile. In fact, Docusign's mobile app, Docusign Ink, is experiencing growth at almost three times the rate of the general mobile app marketplace! The infographic below highlights the universal expansion of both mobile and eSignature technology. With BYOD growing in industries beyond real estate, more of your clients are likely to have access to mobile devices during the workday--which means more signed documents and closed transactions for you! Learn more by viewing the infographic on the next page.
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The market is poised for big change. Are you?
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How to Reduce Your Paper Consumption
Do you print a lot of electronic content or documents in your busy day? Ever thought about the effect your decision to print has on the environment? As you read this and other electronic documents throughout your day, consider the environment before you click 'Print'! Now that you're thinking green, keep reading to learn how you can change our daily actions to help save the environment. Now is your chance to make a change. Go green! Going green isn't just a fad; it's a lifestyle. It's being aware of the impact that your actions have on the environment and the effect they may have on future generations. Did you know a typical business office will produce about 1.5 pounds of paper waste per employee each day? If your office eliminated office paper form your waste stream, you could potentially cut your waste bill by 50% or more. Everyone wants to save money, now you can save the environment too!
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Three Traits of Every Rock Star Real Estate Agent
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Product Review - Instanet Solutions Suite
We recently published this article as an agent product review; however, we feel that brokers can also benefit from Instanet's suite of services so we are republishing for you today. Of particular note is the BrokerFile Review Report on page 3. RE Technology usually tries to keep product reviews simple, focusing only on a single product from a single company at one time. However, we are deviating from our usual routine for this review with very good reason: the suite of products from Instanet Solutions integrate so seamlessly that to try to cover each separately would be doing a disservice to readers and to the product. Still, it's important to note that each of the products mentioned in this review can be purchased separately, if you so choose. The Basics To make this as easy to visualize and understand as possible, we will first walk through some of the most basic tasks related to a new transaction. We'll begin in TransactionDesk, Instanet's transaction management solution. There are several ways to create a transaction: If you're a member of certain MLSs, you can use the one-click transaction option from within the MLS to automatically import all the information. You can also create a new transaction from within TransactionDesk by entering a transaction name, a data source, a property type, and an MLS or APN number. This method of creating a transaction will also automatically import information from your MLS or a tax service. Here's an example: Whether you're using the one-click transaction option or creating a transaction manually, Instanet will automatically load the property information, the parties involved (including contact information, in many cases), and the forms necessary to complete the transaction.
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Be Thankful for the Good Things in Life
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Top 10 Articles About Going Green, Paperless, and Digital Signatures
The concepts of going green, paperless offices, and digital signatures all seem to go hand-in-hand. That’s why we’ve combined these topics for this “top 10” list. 1) Virtual vs. Brick-and-Mortar OfficesWelcome to the future, where "the office" can sometimes be your bed, a bar, or a beach chair in the Bahamas. For the uninitiated, it may be difficult to believe, but doing business doesn't always require a traditional, brick-and-mortar office. The virtual office is growing in popularity . . . and in effectiveness. 2) Going Paperless: A Smart ChoiceEnvironmental 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. 3) Why Your Real Estate Operation Should Go GreenThere has been a lot of emphasis on teaching REALTORS® how to work with clients and their green homes. Not as much emphasis has been placed on how real estate organizations themselves can deploy tools to reduce their costs and environmental impact. WAV Group recently published a paper to help real estate organizations understand the positive impact they can make by reducing their own carbon footprints, while attracting green customers and employees.
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Friday Freebie: DotLoop
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The Bank Rejected My E-signed Document! What Can I Do Now?
Never fear – there are simple steps you can take to make sure your stodgy old bank gets with the program and accepts your e-signed document. After all, if you use an established service – such as GoPaperless eSignOnline, DocuSign, Instanet and DotLoop – you can rest assured that your electronic signature is absolutely legit. We chatted with Mehrdad Alaei, CEO of GoPaperless, to get expert advice on how to deal with your behind-the-times bank if your e-signed document gets rejected. 1) Speak to the bank manager and get an explanation for why they rejected the document. An over-the-phone conversation can be effective, but there’s a lot to be said for in-person interaction. Remember to remain calm. Yes, you’re in the right, but getting frustrated certainly won’t further your cause. 2) Show them the FHA letter stating that e-signatures are accepted nationwide. You can see the FHA letter here.
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How Realistic is the Idea of a Paperless Office?
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Are Electronic Signatures Right for Your Business?
Guest Contributor GoPaperless says: More and more REALTORS® are completing real estate transactions using electronic signatures. Not surprisingly, these REALTORS® do not miss chasing faxes or maintaining large files of paperwork. These REALTORS® are finding also that real estate moves faster in the digital world, and clients are impressed with the speed and ease with which the transactions occur. So how does it work? In cases where the clients are at a distance, like at home for example while the REALTOR® is at their office or on the road, the REALTOR® will send the client a link to the documents with the areas they need to sign highlighted. The client will identify themselves and click to sign the document over the Internet. The electronic signature is legally binding in a real estate or other business transaction, so the process moves forward the same as it would have had the client and REALTOR® met for an in-person signing. Obviously, not having that meeting saved everyone a great deal of time.
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Eco-Friendly Practices for Your Business
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