Mainstreet Organization of REALTORS® is hosting their annual #TechFEST2014 in Downers Grove today, October 28th and 30th. There are 5 power speakers and I get to be one of them. During my first two sessions we will cover how to go paperless with MRED. In an effort to go Paperless I’ve listed tools you may also consider implementing into your Real Estate Business as you transition to a paperless office.
Connect MLS – Use the transaction management tool for every listing or transaction. Whether you are on the list side or the buy side of a deal you can invite everyone into the transaction and give access to documents, log your events, message individuals and store documents for 7 years. (Sign up for MRED Training or Request an in Office Training) Jessica Ruminski is the Training Department Manager. Contact her directly with specific questions on Custom Training in your office for Connect MLS or Docusign.
Docusign – An e-signature program. (discount below) This tool is integrated into ConnectMLS. Your clients are able to sign a document while in your presence, in another state, from their smartphone or laptop. “DocuSign lets you sign documents electronically and easily send documents for electronic signature in just minutes. Whether you’re in an office, at home, on-the-go—or even across the globe—DocuSign works every time. It’s safe, secure, and legally binding.” Click NOW to learn more
PDF Expert – by Readdle allows agents to annotate documents, highlight, edit, make notes and draw with your fingers. This app is a great enhancement to docusign. Many agents use this tool then send the document to Docusign. You may also sync your Google Drive or Drop Box allowing access to documents that many not be accessible in ConnectMLS
Evernote – This tool can be used on a tablet, laptop or virtually when you login at www.evernote.com. There is a free version and an upgrade option. I recommend investing in the upgrade. Evernote is a note taking software program. Take notes, photos, video, upload documents and more. Click for a quick video on how to use Evernote.
Docusign Transaction Rooms – Just like ConnectMLS agents can use the Docusign Transactions Room AKA (DTR – formally Cartavi) When you invest in Docusign you will receive the agent 
upgrade that includes DTR. This program allows you to store documents, invite your buyers and sellers into the transaction. Agents can also choose to invite staff, attorneys, short sale negotiators, lenders, appraisers and others into the room. This tool lets those invited into the room add and upload documents and choose who gets to view those documents. This tool is an awesome enhancement to a team, brokerage or individual agent.
The first step in learning is awareness. Now that you know what’s available for your business, start the Paperless process today. Start with the next transaction or current transaction. Don’t feel overwhelmed. If you need a paper copy, Keep it until you’re comfortable with your new paperless solution. Start with Connect MLS. You’re already paying for this tool whether you use it or not. Don’t forget training is “FREE”, well sort of “FREE”. You’re paying for training whether you take advantage of it or not. So invest in yourself and your business today! Don’t get left behind because you refuse to be a Tech Savvy Agent!
Docusign Promo for #TECHFest2014 below
- Code: MainStreet14
- Provides: 10% off an annual plan for DocuSign for REALTORS PLUS
- This is only valid for new accounts
- This code can be redeemed when placing an order on DocuSign.com
- Expires soon – don’t wait!
