Form Simplicity Document Management

[Podcast] How Property Energy Audits Can Sway Your Clients' Decisions
Many of your clients want to upgrade their home or commercial space to be more energy efficient. But the question is: What do they need to invest in to achieve that goal? Should they replace all their windows? Purchase all-new Energy Star appliances? Install a new HVAC system? Location is a determining factor when deciding which green upgrades will earn the greatest return on investment. But there isn't universal agreement. For example, while 36% of REALTORS® say solar panels increase the perceived value of a property, 30% say they have no effect, according to NAR's 2023 REALTORS® and Sustainability Report. So, how should you advise clients who are considering energy efficient property updates? Two REALTORS® who work in the sustainability space in their markets share insights into how they help clients with their energy goals. Listen on: Apple Podcasts Spotify Libsyn Visit the episode homepage for show notes and more

New Features for Real Estate Professionals in DocuSign eSignature
Technology is playing a growing role in the day-to-day operations of real estate professionals. Modern technology simplifies common steps that have traditionally been quite cumbersome: scheduling appointments, storing documents, hosting virtual home tours, etc. These tools are also proving especially useful in streamlining the forms and documents real estate agents must complete from listing to closing. Exclusivity agreements, sales contracts and disclosures are just a few of the documents real estate professionals must process for each transaction. Completing heaps of paperwork for each transaction is time-consuming and monotonous. While electronic signature makes some parts of that process simpler, there's a lot of work before and after signature that still needs to be done. Those other agreement steps limit the amount of time real estate agents could otherwise spend generating leads and supporting the needs of their buyers or sellers. They get even more burdensome if the work is done in separate systems or involves manual work like printing, mailing or scanning. Real estate professionals can simplify transactions with DocuSign eSignature for Real Estate, an all-in-one solution for agents to do business faster. Whether using a desktop, laptop, tablet or phone, it provides the tools to access and quickly complete state/local association forms, obtain electronic signatures and organize forms in one centralized place. In this post, we'll share some exciting new capabilities that can be unlocked with eSignature for Real Estate features. These DocuSign tools are built specifically for real estate agents to help them simplify everyday work, spend more time with clients and accelerate deals. Track the end-to-end process with a dedicated transactions workspace With a transactions workspace, agents can easily view all transactions and organize all related documents from a centralized hub. This dedicated workspace connects every step (and the documents that track those steps) in a single digital location. With all these forms in a single location, agents have a simpler, more efficient way of negotiating complex series documents. Cutting-edge agents can use the transactions workspace to simplify access to current state and local association forms. They can prepopulate common data fields and use auto-fill capabilities to quickly pull data from other connected systems and reduce the amount of paperwork that has to be done. With a more uniform process and more information automatically added to forms, the transactions workspace offers real estate agencies a simpler path to compliance and reduces the amount of time spent searching for documents. Respond to time-sensitive documents faster with a robust mobile experience Real estate agents are always on the go. If they need to use a desktop or laptop computer to manage agreements, they'll sacrifice time that they could be spending with clients or on-location at their properties. When documents are time-sensitive, they have to make sacrifices to stay tethered to their computers. A powerful mobile solution is a need-to-have part of the modern agent's toolkit. The DocuSign mobile experience is exactly that; it gives agents the flexibility to work from anywhere. They can use almost any device to create or view any document that is part of any transaction. They can even make updates to envelopes that have already been sent or resume drafts of documents that were started on another device. The ability to manage documents via smartphone will shorten deal close time and improve the experience of buyers and sellers. Those faster transactions will improve client satisfaction and loyalty. They may even be a competitive edge when it comes to winning clients who expect a buying or selling experience full of modern conveniences. Streamline common real estate document actions with real estate forms Whether acquiring new clients or simplifying standard signatures throughout a sale, real estate agents can accelerate deals, reduce errors and spend more time growing their business with real estate forms. With forms for real estate, agents can easily access the following functionality: Digital form libraries give agents secure access to the most current state and local association forms Data form fill capability allows agents to enter data once and have it automatically populate across all forms in the same transaction to avoid repetitive data entry Customized form packets help agents quickly find frequently used forms based on transaction type (such as purchase or sale), which saves time and supports compliance Preplaced fields on forms save time by using forms with fields that are accurately placed, assigned to the proper recipients and ready to be completed and sent to clients From listing to sale, REALTORS® can expect to mark their signature dozens of times as well as review stacks of other documents. Common forms they frequently sign throughout the process include: Purchase and sale agreements Addendums Appraisals and disclosures Inspections Leasing or rent back contracts NDAs Furniture bill of sale Manage real estate transactions with the all-in-one solution The robust collection of DocuSign tools for Realtors is a simple way for agents to spend less time on routine paperwork and more time focused on the people and properties they represent. The newest round of updates connects all those tools in a single place to maximize visibility and enhance the mobile experience for agents. DocuSign offers several real estate-specific plans with pricing to meet your budget. And because we partner with the National Association of REALTORS® (NAR) (we're their exclusive eSignature provider), we can offer special pricing for NAR members. To view the original article, visit the DocuSign

10 Ways a Transaction Coordinator Can Save You Time
Welcome to the world of real estate, where the market can be scarier than a haunted house on Halloween night. For real estate agents, time is precious, and every minute counts. That's where transaction coordinators come in, offering a helping hand to make the lives of real estate professionals less terrifying and more productive. In the spirit of the season, we're going to explore how these unsung heroes can save real estate agents time and banish the ghouls of administrative work! 1. A Hauntingly Busy Schedule A tangle of appointments, showings, and client meetings frequently ensnares real estate agents. It's simple for important administrative tasks to be neglected when there's so much going on. Transaction coordinators pounce on the situation like masked knights. They assist agents in effectively managing their schedules, making sure no appointment is missed and no time is lost on back-and-forth correspondence with clients. 2. Paperwork Phantoms Real estate transactions come with an abundance of paperwork, and let's face it; paperwork can be a real monster. Keeping track of documents, forms, and contracts is crucial, but it's a time-consuming endeavor. Transaction coordinators tackle this monstrous task by organizing, reviewing, and managing paperwork, so agents can focus on what they do best – selling homes. 3. Eerie Email Management Agents frequently struggle to keep up with clients, leads, and colleagues while being submerged in a sea of emails. By sorting, filtering, and responding to emails on behalf of the agent, transaction coordinators can help manage this email overload, giving the agent more time to concentrate on the most important aspects of their business. 4. Apparitions of Deadlines Deadlines in the real estate world are as unforgiving as the Grim Reaper. Missing a deadline can spell disaster for a deal. Transaction coordinators work like ghostbusters, ensuring every important date is met. They track and remind agents of upcoming deadlines, keeping them out of the supernatural realm of lost opportunities. 5. Communication with Specters (Clients) Dealing with clients can sometimes be a tricky endeavor, akin to communicating with restless spirits. Transaction coordinators serve as intermediaries between agents and clients, handling inquiries, updates, and feedback. This not only saves agents time but also ensures clear and timely communication, making for satisfied clients. 6. The Poltergeist of Data Entry Entering property details into multiple systems can be a repetitive, soul-sucking task for agents. Transaction coordinators can exorcise this data entry poltergeist, inputting property information and ensuring consistency across platforms, saving agents from the hauntingly dull chore. 7. Managing the Curse of Compliance The real estate industry is riddled with rules and regulations that can haunt agents' dreams. Transaction coordinators help ensure all transactions are compliant with the law, preventing agents from unknowingly falling prey to legal missteps and spooky complications. 8. A Mysterious Sense of Organization In the chaos of the real estate world, staying organized can be an elusive ghost. Transaction coordinators possess an uncanny ability to keep all transaction details in order, so agents can easily access the information they need without searching through a labyrinth of files. 9. Chasing Away the Appraisal Apparition Dealing with appraisals can be a hair-raising experience. Transaction coordinators can assist with scheduling appraisals, tracking the progress, and ensuring that all necessary information is available when the appraisal specter arrives, making the process smoother and less stressful for agents. 10. The Closing Conundrum Closing deals is the ultimate goal for any real estate agent, but it can be a perplexing puzzle. Transaction coordinators act as Sherlock Holmes, helping agents prepare for closing, ensuring all the pieces of the transaction puzzle fit together seamlessly, and helping to wrap up deals efficiently. To conclude, real estate agents can rest assured that they don't have to face the horrors of administrative tasks alone. Transaction coordinators are here to help, making their lives less spooky and more efficient. These professionals can tackle the paperwork phantoms, exorcise data entry poltergeists, and banish the ghosts of missed deadlines. So, if you're a real estate agent looking to save time and improve your efficiency, consider teaming up with a transaction coordinator. They're the ghostbusters of the real estate world, freeing you from the administrative demons and allowing you to focus on what you do best – selling homes and making your clients' dreams come true. This Halloween, let's celebrate the unsung heroes of the real estate industry – transaction coordinators. With their help, you can turn your real estate business into a well-oiled, efficient machine, leaving behind the ghostly struggles of paperwork, scheduling, and compliance. It's time to embrace the collaboration and ensure that your real estate career is a thrilling success, without all the spooky distractions. To view the original article, visit the Transactly