Businessman pressing contract on a digital screen, concept about agreement in business

In Part One of this two-part series in looking at how electronic signatures work inside a transaction management solution, Tricia Stamper of Florida Realtors shows what the experience looks like from an agent’s point of view. In Part Two, Stamper will show what the signature experience looks like from a clients’ point-of-view.

Going paperless is the fastest way for agents and brokers to improve their businesses, increase their profitability and give clients a better experience. Real estate is a mobile industry and agents are always on the go: in their home office, in their car, or meeting with clients at their home.

Today, by using a transaction management program such as Realtor-created and supported Form Simplicity, agents and brokers have the mobile tools to put contracts together anywhere. Agents are no longer chained to their desk and with Form Simplicity’s integration with eSign, electronic signatures can save every agent literally hours per transaction. That translates into increased profitability and productivity for agents.

Let’s first take a look at how easy and fast it is for an agent to use eSign technology, as shown inside Form Simplicity:

First, an agent can create an eSign session and quickly auto-populate their client information from the transaction contacts already inside Form Simplicity: (If the contact is not already in Form Simplicity, the agent can manually add them later in the process.)

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Face it. It can be frustrating dealing with a gigantic pdf file, especially if you are trying to quickly close a real estate transaction deal. It can take forever to download, upload….and emailing it, well, forget it. If you find yourself in this situation, limited due to your massively-sized pdf, then read on so that you never find yourself in this discouraging situation again. Compressing a pdf file is easy to do and will make the file much more manageable for both you and your real estate client.

First, let’s review pdf file sizes. Generally, unless you want to use the file for a high quality print job (think fancy 4-color brochure or glossy trade show booth graphic), or if contains several graphics, such as a PowerPoint deck containing captivating graphics, pdf files should be 1 MB or less. Any pdf file above 1 MB, which is considered a large file, that is mostly text should be compressed to a smaller size. Compressing the file will make it easier to send back and forth via email as well as save on storage space. Therefore, most pdf real estate transactions files should be 1 MB or less.

When viewing documents on a PC in Microsoft Windows, the “Details” view selection shows how Windows categorizes document sizes. Simply select the small arrow next to “Size” to see:

  • Small (10 – 100 KB)
  • Medium (100 KB – 1 MB)
  • Large (1 MB – 16 MB)
  • Huge (16 MB – 128 MB)

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Real Estate Transaction SoftwareThe Golden Rule – that one should treat others as one would like to be treated – is a maxim that appears in some form in nearly almost every religion or ethical tradition. But if you have ever been stuck on a technical support call gone bad, you might be convinced that this concept is completely absent in many technical support circles. What’s even worse is when you discover the software that has failed you doesn’t even offer a phone number for tech support and relegates you to send an email or fill out an online form for help!

Our quality support is one topic our competitors probably wish we didn’t talk about when it comes to Form Simplicity, one of the real estate industry’s most popular and advanced paperless real estate transaction management solutions. We don’t just have an edge when it comes to the customer care and support for Form Simplicity, we have created a chasm between our Transaction Management competitors and us.

If you are a real estate brokerage firm, MLS or Association weighing your options when it comes to selecting the right Transaction Management solution, be certain that at the top of your checklist is “Customer Care and Support.” Here’s why. Continue reading