1. Where can I check my contractor details?
Click on your initial's in the top right corner of your dashboard. Then click on manage profile, then select sign. Within this section here you can check these details.
2. How do I create a new contract form?
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Click on the create button either within the campaign or on your sign dashboard, if you are an agent then your name will populate however if you are an admin creating the form on behalf of an agent you can simply search for their name.
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In the campaign details section, start typing in the address and the searches that will show are from your CRM and address finder. If you select an address from your CRM, that means there is already an existing appraisal in your CRM and if you select this address it will pull across the vendor details.
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Select the property type
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Select template type -contract form
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Click next
3. Why do I need to fill out all these steps?
Once you have created a new sign document, you will be required to fill out the online form with all the required information. Depending on which type of form you are using you will be required to fill out all the necessary fields to generate your contract.
4. How can I edit the Contract prior to getting signed?
Once you have generated your contract there are a few options to edit prior to signing. On the right-hand corner of the page, you'll see an edit button, and once clicked it will display the following options.
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Edit Whole Form - this will take you back through each section in the online form and apply the necessary edits.
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Edit Document - this allows you to apply any custom options to edit the generated contract or add a file that needs to be part of the contract. Any field that turns blue is an editable field that can be changed and saved.
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Edit Campaign - this will take you to a page to edit the campaign address, property type, agents, and external id.
5. How do I send the contract to a vendor or purchaser's email?
On the right-hand side of the contract, you will be able to see a 4 icon bar, if you hover your mouse over the first icon you will see a signature. If you click on the signing options will appear. To send the contract for signing to a vendor or purchaser click on the ‘sign remotely’ button, tick the box of those who you wish to send the contract, and hit send the signature request. The recipients will receive an email with instructions on how to sign.
6. How do I sign a contract in person?
On the right-hand side of the contract, you will be able to see a 4 icon bar, if you hover your mouse over the first icon you will see a signature. If you click on the signing options will appear. Click sign in person and hand the device over to the vendor or purchaser. They will need to consent to sign by way of electronic signature, hit the start button in the top right-hand corner then they will be taken to the signature box where they are required to sign, sign the contract, and hit the finish in the top right-hand corner.
7. What do I do after all parties have signed?
Once all parties have signed whether it's in person or remotely, you as the agent will receive an email notification advising all parties have signed.
8. What if I want the vendors and purchasers to sign separate contracts?
This is possible however you won't be able to digitally exchange the contract. You would need to print and manually date the contract.
9. Can I get one party to sign electronically and the other to sign on paper?
Yes, this can be done. Once the party signing electronically has signed, simply print that contract and date accordingly.
10. What if I notice a mistake on the Contarct, how can I change it?
Any changes made after the contract has been signed will void the contract and you will need to resend to your vendor to sign again. This will all be tracked in the compliance log and completion certificate bundled into the contract.