Using RealtyAssist in Sign

When your Agency Agreement has been successfully signed by all parties you can use your Realty Assist integration to complete any vendor or agent paid advertising.

 

Simply click on the signature icon from within the Agency Agreement to display payment options.

You can choose to start a payment or request payment via remote options.

 

Clicking start payment works best for in person payments - you will see a place to enter enter the marketing amount for your campaign. 

 

 

The first time you use this integration you'll be asked to login to RealtyAssist at this point - after the initial login you will not be required to complete this step again.

 

 

After logging in you will be presented with the RealtyAssist dashboard allowing you to select a payment method.

The campaign address and also marketing quote $ value will be pre-populated for you on this page. You may proceed to use RealtyAssist as you would do normally. 

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You may also choose to request payment remotely from your vendor. To do this simply click the remote options button.

 

Tick the pay checkbox.

 

Enter the marketing amount and also select Realty Assist as the payment method.

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Scroll to the bottom of the pop up and choose to send payment request.

 

You will notice in the Sign dashboard that the status of this campaign updates to "Sent Payment Request"

And your vendor will receive an email allowing them to action the payment via whatever method they choose.

Checking back in the Agency Agreement in Sign you will see an update when the payment has been successfully processed.