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Brian Kennedy - WWW.IHMGroup.Net

I have decided to work smarter not harder.....

By: Brian Kennedy
Saturday, September 01, 2007 4:01 PM

Like many of you, I work all week then do time on the weekend trying to get caught up on paperwork.
Well, I have become frustrated with having to pen and paper all the forms needed to transact up here so I have decided to work smarter not harder. 
I took 5 new listings in last week - all of which I had to write 50% of the documents by hand.
I have grown tired of wasting  my time with pens and paper.

I HATE IT!!!
I HATE IT!!!
I HATE IT!!

So in my never ending quest to find a better way of doing everything, I took off my Realtor hat, blew off the dust off my IT geek hat and tackled my hatred of pen and paper thusly.  I hope some of you will understand the benefit of this undertaking and get ideas from the rest of this writing.

You will need a copy of Adobe Professional and a scanner. It has to be the version where you can create documents. 

I found it very easy to compile a list of the documents I needed to do routine tasks like an attached listing and what not. Collect one of every one of these forms and run them through your scanner into ADOBE. Then use ADOBE to make every single check box and text box writable. (this is the tricky part and don't even ask me to explain it)

Once you have completed that task, you will have a full Adobe document several pages long that you can upload to the MLS listing site in "Brokers Forms" and complete fully through a browser. The benefit is not killing trees to keep a stock of useless paper around.  Converting everything into Adobe also means that you can carry all of the product packets with you on thumb drive in case you cannot get signal on your laptop somewhere. I will not go into the benefits of cross-population of data fields and what not but keep it simple to say that our agents can now write up a listing in 10 minutes while the client is sitting there. Instead of handwritten nonsense, we have professional-grade typewritten forms generate out of printer on demand. The rental clients like the ability to complete all the rental application documents on-line at a spare station in privacy. Many of you are going to say "we already do that". But think about that annoying accounting  form that is 14" long and is a pain to complete. For us, this is all part of the online set.

Over the past few weeks I have created packets that include MLS docs and our internal routing and control forms.
We complete the forms needed to list the transaction and the office paperwork all in the same step.
I have created:
A complete listing packet for attached (24 pages long)
A complete listing packet for detached (26 pages long)
A complete listing packet for deeded parking (22 pages)
A complete listing packet for rental (18 pages)
A complete packet for purchase (28 pages)
A complete packet for lease (12 pages)

Working on:
Business
Retail
Commercial
Industrial
Open Land

The other benefit of doing things this way is that we have expanded this idea to have pre-completed sale/lease forms containing property specific details already prepared with the owner information already populated. We have uploaded them to a common storage location so any agent with an interested party can complete the buyer/lessee portion of the documents, have he client sign them and move on to working the acceptance. Now everything goes into the seller/lessor with a very professional appearance and is clean and legible. We also outfitted the office with a central scanner to capture signatures on both sides.

Before you ask, yes I even went box-by-box and converted the MLS listing input forms so we could complete them through a browser and didn't have to print them out and do it by hand (which I absolutely hate). You would not believe how much happier the other agents are at the prospect of not having to do this pen and paper nonsense anymore.

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Comments

Rod Rebello
Member Since '07

Rod Rebello said:

Great ideas, Brian.  In Phoenix we have all of the transaction forms maintained in Zipforms by our local MLS that let's us fill them out online, either through a browser or in a local desktop application.  Sounds like you put together your own version of this.

September 1, 2007 3:49 PM
Shelly  Constantz
Member Since '07

Shelly Constantz said:

do you not have access to zipformsonline.com?  if you sign up with them, you can access the forms online and write them, and they will autopopulate, etc... saves a lot of time.  And then you can email them, etc.  And whenever your MLS makes changes to the forms (ours makes changes daily) they are update the forms.

Shelly

September 1, 2007 3:51 PM
Brian Kennedy
Member Since '07

Brian Kennedy said:

In Chicago, the main transaction forms are maintained by MLS but the internal office forms (which aren't) were slowly killing me. We used Zipforms for a while but realized that even it had limitations on what we could upload to their server.

September 1, 2007 3:54 PM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

EXCELLENT, Brian. Your life just became so much easier!

I'm virtually paperless and have been for years. Between scanner, Docusign and Zip and online PDF creating software, there's almost no need to do anything with a pen but initial contracts.

I also have the sample packets like in the post, which can be e-mailed to clients to familiarize them with the forms prior to a transaction. (They all have 'sample' across them)

September 1, 2007 5:06 PM
Karen Weger
Member Since '05

Karen Weger said:

Yes, me too. I also use myfax.com so I don't have to print faxes that are not important. They can be e-mailed.

September 1, 2007 7:37 PM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

I use faxwave so everything faxed to me goes right to my database in PDF. I think it's like 8 bucks a month now. There just are a bunch of ways to make it easy and efficient.

September 1, 2007 8:58 PM
Michael Valdes and Associates
Member Since '06

Michael Valdes and Associates said:

I use a tablet pc w/ a wireless aircard and now I'm paperless. All that you need to do is save a pdf or other type of form to the tablet, open the form, print it to windows journal and from there you can save a template with any changes. I can then email the new forms I've created from the templates to whomever... It saves a lot of time.

September 2, 2007 8:45 AM
Brian Kennedy
Member Since '07

Brian Kennedy said:

Wow this all great feedback!! I have not thought of Docusign but that would fit in nicely to where we are headed....

September 2, 2007 9:10 AM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

OH yes MUST have Docusign . . . you can upload ANY form to the console. Word docs, PDFs whatever . . . put 'em all in package together and ship to client. They just double click and it drops their sigs right in.

My life totally changed for the better when we got that program . . . and it's very inexpensive. I pay 12.95 a month.

September 2, 2007 9:47 AM
Velda Miller
Member Since '03

Velda Miller said:

And from my own bad experience but not a totally disasterous event    :)   ... the more you have on your computer the more important backups are!!  

Online backups seem the way to go too.  I'm giving GeekSquad a try but I think I might give Mozy a try too and decide which is better.  Both seem to be fairly inexpensive.

September 2, 2007 10:44 AM
Radley Reiff
Member Since '04

Radley Reiff said:

I am like totally unable to do paperwork or even allowed to touch any type of paper.  Has like total cooties.  For the most part, efax PDFs rock but have you guys figured out a way to handle signatures other than tablets?  

September 2, 2007 11:00 AM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

DOCUSIGN, Rad. You can load any doc to it. That's for electronic signature with unique identifier.

Velda, I just got a 500G external, take it from home to office backing up everything. I had a 200G before, it was getting full . . . LOL

September 3, 2007 12:55 PM
Karen Weger
Member Since '05

Karen Weger said:

Velda, you all are always there with good news.

Zip forms now has a signature program too, have not used it yet. Thanks for the docusign idea.

September 3, 2007 6:14 PM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

Karen, I may be wrong but our Docusign comes in thru ZipForms. We get it via AAR. I think they're the same.

September 4, 2007 9:12 AM
Ronda Kaufman
Member Since '06

Ronda Kaufman said:

Candice

The docusign is awesome. Thanks for talking about it. I just went and tried it. I will now being using it.

September 4, 2007 1:21 PM
Candice A Donofrio
Member Since '07

Candice A Donofrio said:

My drug of choice . . . ;)

September 4, 2007 2:22 PM
Brian Kennedy
Member Since '07

Brian Kennedy said:

Docusign rocks! We use it often and a lot.

September 5, 2007 1:39 PM

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