You are busy and so are your potential vendors and landlords. Make signing easy to do on the go - digital and available on mobile phones! Digital Contracts will improve your client customer experience and close your listings faster.
Setting up your contracts will take some time but will also ensure that your staff can send out a contract within minutes. A little time now is well worth the time your staff will save on every contract. Once you have created the templates, they will choose one, enter in the contact info and can then send.
Prepare all emails, review and format your current contracts and, if you would like, update your signature
Email Templates: We have provided generic email templates to go out throughout the contract process.
You are able to edit these templates to say anything you would like.
Click here to learn how to edit contract related email templates.
Formatting: Review your contract and make sure to think about the differences between paper contracts and digital contracts. Also take time to create different contract templates - you may have one for fixed fee, one for percentage, one for repairs, etc.
Click here to view the best practices guide.
Signature: We have given every user a default signature.
Click here to read how to draw a signature instead of using the default.
Create your contract templates in Lifesycle
Click on Operations
Click on Contracts
Click New Template
Name: Generic name like Fixed Fee Contract or Percentage Fee Contract
Sign By: User who is signing the contract
The period of validity* (day): the number of days the contract is valid. If it is not signed in that time, the world will explode! Just kidding... the contract will be cancelled out and the contact will no longer be able to sign.
Tags: Sales contract, lettings contract, etc - you choose the tag you want associated with this contract
Now, you can copy and paste your contract into the text box. Please copy and paste the document into a notepad file to remove all formatting first - it is much easier to format it when there is no previous formatting to contend with. Change the formatting so it looks nice! (Don't slack on this part - it's the most time consuming but also the most important). You can even add links.
Choose what email template you would like to send the contact once they have completed the contract
Select the users you would like to notify (this can be changed on each contract you send out)
Click Save in the top right hand corner of the screen
That's it! This contract is saved and can be accessed by clicking Existing Templates on the contract page
When someone instructs you, your valuers will simply click on Existing templates, choose your contract, make edits and send!
Click here to read about how to send out a contract after it has been created.