Saturday, February 15, 2014

Going paperless with Skyslope

In my last post I mentioned Skyslope.  If you read it do not assume that I was putting down Skyslope.  Not at all.  I was only highlighting that Zipforms already knows where the signatures go, opposed to Skyslope, that has the capability to Esign ANY form you upload into it,  so of course you are going to have to drop the signature box where you need it.  With that said...paperless is awesome!!!  Do not hesitate to venture in!!!!   In our office of about 100 agents there used to be a table where you dropped off your file for review.  You do not get paid until your file is reviewed and complete!!  Well, Skyslope has a checklist in each transaction.  It is as easy as a green box if the form is there, a red box if it is still missing...  And uploading is so easy. You either pull a pdf file from your computer or you can email it to the transaction file by using the email address that you are given when you create the transaction.  So, you add forms, reports, inspections, emails as they come, so there is no large file to try to maneuver through at the end of the escrow. If you have kept up with it, uploaded as you received, usually by email, you should have a checklist with a lot of green....
Easy for the agent, easy for the office staff that has to review and pay out as the escrows close...No more big piles of files on the table to be PAID!!!!!   Now, if you are still confused by what I was trying to clarify at the beginning of this post, let me elaborate.   When you are in the writing and sending offers and countering stage, you would use the Esign in Zipforms. Its easy. You can also use Sureclose in Zipforms to send the SIGNED offer to the other agent....Once you have an accepted offer, if your office is paperless with Skyslope, you create a transaction and upload the offer and all signed forms to Skyslope. Skyslope also has a digisign feature to use if you need to get signatures by email or phone....Ok, I think I cleared that all up now!!!

Wednesday, January 29, 2014

Digital Signing

This blog is mostly beneficial for fellow Realtors...or anyone who works in a business that requires getting a signature from a client and you can't do it in person and they are technology savvy.  Today I wrote an offer and I had offered for my buyers to DIGI sign, most people know what that means now a days, and they took me up on it. Now, I had already experimented with this through our paperless program Skyslope. But today for some reason, probably the reason I was on my laptop and not my desktop, I could not get the file to upload into Skyslope. So I used Esign that we have access to in WinForms Plus, our agent form program. Today I found out that it is free to use, I didn't know that!  Well, let me tell you!!  Easy Beazy!!!  In Skyslope I have to drop the signature box, or the initial box, the check box, I have to decide which SIZE of box I want. Well, NOT IN ZIPFORMS you don't. It already knows where you need signatures and it knows where you need initials. You just choose the offer that you have already wrote and saved. It takes you to a screen where it gives you all names that were on the offer, and gives you the opportunity to add email addresses for each person, you check which persons you want to send to and BAM!  Done!!!  And its free with your subscription to Winforms!  Technology at it's FINEST!!!  I remember when I first started selling houses in 2003 and  would run out of the carbon copy paper offer and have to go to the association and buy a pack, oh if my young realtor self could see me now!!!

Monday, January 27, 2014

Open House Cookies

I know many Realtors have cookies at their open houses
for their visitors, so I am experimenting with some C21 open house cookies...I am on a mission to perfect these babies!!!  My goal is to be able to get the house number on the cookie, with the company logo.....
Tracy Wade
Realtor
Century 21 C Watson
559.960.2626