Your TransActioner Course: Contracts Software Basics for Real Estate #109625-T'nT

T'nT

Pdf Summary

This document provides tips and tricks for using modern contract software for real estate transactions. It explains how to get the listing photo for a property by importing it from the MLS to the transaction's overview page. It also suggests adding parties to a transaction by selecting existing people from the People list. The document highlights the difference between copying a form and duplicating it, with the former allowing for editing a new version of the form and the latter allowing for additional signatures to be added. <br /><br />In terms of filling out and obtaining signatures for the Seller's Property Disclosure (SPD), the document recommends sharing the SPD with the seller for them to fill out before sending it for signature. It also provides instructions on how to receive and upload documents from sources like CTM, DocuSign, or email. The documents can be prepared for signatures by adding signatures, checkboxes, or extra text as needed before sending them for signatures or saving the signature to the document. Overall, these tips aim to assist real estate professionals in efficiently managing and navigating contract software for smooth real estate transactions.

Keywords

contract software

real estate transactions

listing photo

MLS

parties

copying a form

duplicating a form

SPD

obtaining signatures

preparing for signatures