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How to create and send a Form 9

This guide explains how to generate a Form 9, sign it, and provide the completed document to the tenant.

    Step 1: Create the Form 9

    1. Navigate to your Dashboard and select the relevant campaign.
    2. Within the campaign, go to the Sign tab.
    3. Click Create.
    4. From the document dropdown menu, select Form 9.

    Step 2: Complete and Generate the Form

    1. The digital Form 9 will open. Fill in all the required details.
    2. Once all information has been entered correctly, click Finish to generate the document.

    Step 3: Sign and Distribute the Form

    1. After the document is generated, you (the agent) must apply your signature within the Realtair platform.
    2. Once the document is signed, click the Download button to save the completed form as a PDF to your device.
    3. Attach the downloaded PDF to a new email and send it to the tenant.