1. Where can I check my contractor details?
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Click on the app switcher icon in the top right corner of your dashboard
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Click Tools → Sign → Agent
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Choose your name → Click settings
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You can view your contractor details, make any changes and click “Update Sales Agent”
2. Why aren't my company details shown on my authority?
For these details to show, jump back into your profile and ensure ‘Is GST registered’ is ticked Yes. Once ticked Yes the details will show on the agency agreement.
3. How do I create a new agency agreement (authority)?
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You will need to Create the campaign
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In your campaign dashboard, click create or search for the existing campaign address
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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.
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Choose Address Source:
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If you want to pull vendor details from your CRM, choose "Create a new campaign."
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If you want property details from data providers like CoreLogic, Price Finder, or PropTrack, choose "Select an address."
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Property type - Choose from the dropdown menu.
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Status -Select the status from the dropdown.
If you have already created a campaign, click “Create” within the Sign tab.
Follow through the online form and fill in the vendor & property details
4. Why do I need to fill out all these steps?
Once you have created the document, you will be required to fill out the online form with all the required information.
Follow through the online form and click Next to proceed
When you complete all the required information, click Finish
If you are missing any required information, you will see the error message on the screen
5. What if I have 2 vendors and they only have one set of contact details?
If you have a situation where a couple or 2 vendors have the same contact details you will be able to fill out the section for vendor 2 with those same contact details however note that if you are sending the agreement to be signed remotely the vendors will receive x2 emails for signing to the one email inbox.
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Vendors that they will be receiving two emails
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The links will have the names of the vendor that needs to sign. Example: John and Janice Smith. Emails that will be received will say John sign here and the other email will say Janice sign here.
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Make sure your vendor is aware in advance as the vendor need to click the email that has their name on it to sign
6. How many vendors can I add in at once?
5 Vendors or buyers
7. What if I don't know certain information?
You can continue to fill in the form with the information you know.
Click Finish / Submit to generate the PDF
You can click edit → Edit Whole Form to add the missing information before signing
8. How do I send the agreement to a vendor to sign?
On the right-hand side of the agreement, you will be able to see a 4 icon bar, if you hover your mouse over the first icon you will see signature. If you click on the signing options will appear.
To send the agreement for signing to a vendor, click on the ‘sign remotely’ button, tick the box of the vendors, and hit send signature request. The recipients will receive an email with instructions on how to sign. This is where you can opt to set a signing order. Learn how to set a signing order here.
9. How do I sign an agreement in person?
Follow the steps above, except click sign in person and follow the on-screen prompt
10. How do I send a copy of the agreement to the vendor?
Once all parties have signed including the agent, the vendor will receive a completed copy of the signed agreement. In this email, they have a download button where they can download a copy of the signed agreement.
11. How can I edit the Authority prior to getting signed?
Once you have generated your agreement there are a few options to edit prior to signing.
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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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Advanced Edit - this allows you to apply any custom options to edit the generated agreement or add a file that needs to be part of the agreement. Any field that turns blue is an editable field that can be changed and saved. Any changes you make here will disappear if you click edit whole form again. So make sure you make all your changes via Edit Whole Form, then add any last minute changes via Advance Edit
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Edit Campaign - this will take you to a page to edit the campaign address, property type, agents etc.
12. What if I notice a mistake on the authority, how can I change it?
If you need to make any changes made after the agreement has been signed, it will void the signature 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 agreement.