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Fellows, Do you have a Way to do it Automatically or a way to save more time?

Fellows,

I am thinking a way to do Contracts to save time and be more efficient when you need to have them ON PDF format.

What is your best way to save time and do a Real Estate Contract when you need them to have on PDF format?

This is what I do right now, but it takes some steps that I would like to save.

1) Make the Real Estate Contract on Realfast
2) Print it
3) Sign it and get signatures from your client
4) Scan it and convert it to PDF
5) Email it

for those of you who use Tablet Noteboks, can you sign in the PDF without problems? I am wondering if I can save those steps that I do above and just do them like this:

1) Make the Real Estate Contract on Realfast
2) Convert it to PDF
3) Sign it through the PDF with the pen of a Tablet Notebook, Can we do that?

Let me know, I am very interested on something more efficient that saves more time.

Posted by Aurora Colorado Real Estate Ray Saenz, Colorado Realtor on 06/24/2007 03:13 PM

Comments (45)

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45 Comments on Fellows, Do you have a Way to do it Automatically or a way to save more time?

JUN

2007

Any Suggestions will be appreciated !!

We have zip forms here! They are automatically converted to pdf and we can use electronic signatures via docusign.

Since they are auto pdf they are easy to email away if the client prefers. I have my incoming fax set up to my email and those docs are pdf also.

No big hassles for me! I do signings near and far!

Renee,
A friend of mine recommend me this website

http://www.signaturefactory.com/

that is really neat , but just for your signature, not for something else.

We have ZIP Forms here in AZ. I don't know if it is available for your MLS, but if so, it might be worth the subscription. All forms are there, it's just fill in the blanks. And it's in PDF, you can print or email directly to clients

I saw the docusign.com , are normal consumers educated to use that?

Hi Ray

All of our forms are on line - so we can just fill in, save and print out. Saves lots of time. I also have 24 hour access line which receives faxes. After I have all the signatures -I fax copy to my fax line which goes to my computer, that way I always have copy, which I can email to lenders, attorneys, and clients. Cuts down on paper, time and saves me money running into the office to pick up faxes.

Sandra

Adam, Did you see the steps that I do to get signatures from people? are they that way educated to use these websites? I do not think so, I was just thinking a way to save time, I can email them, that's not the problem, how can I get their signatures back on the same PDF ?

let me check now the zip forms ! :) thanks for your comment.

Sandra, it sounds interesting, but it is so fast how you wrote it, ok, ok, lets suppose that I did the contract in RealFASt I convert it to PDF and how can I get the signatures there while it is already converted to PDF?

Ray,

It is quite slow right now so and extra 5 mins wont kill me..we have real fast forms which I like and never had a problem with.

Hi Ray:

I usually email documents to client - clients prints out, signs - faxes back to me on my access-line which goes to my computer. I can print out documents or email to lender, etc. There may be other ways, this is just how I do it and my clients seem to love it.

Sandra

Neal, my friend, I understand everything that all people wrote above, my question was if I can make something faster that what I do, can you check the steps? and tell me if I can save time? just that, how to get the client signatures without to scan docs, Did I made myself clear for what I wrote above? I just want to eliminate steps. Maybe with the tablet notebooks you can draw directly on the pdf, so you give the pen to people and they write their own initials and signatures then you send the offer to the other agent.

Ray, I do have a tablet computer and can sign forms right on my screen. It is very convenient. I can also highlight where my customers need to sign. So it certainly saves a little bit of time.

Sandra, I got your process, well, what I do not like about to fax or receive documents faxed, it is that everything sees time by time blurred, so fax and refax it is not a good idea that I like, but I believe that I will have to stick the way that I do it, that's ok :) I just wanted to save more time :)

Bryant !!!! BRAVO !!!!!! !!! BRAVO ! BRAVO , see ? I just wanted to see if we could do that :)

I was wondering someone with a table notebook could do that on a pdf , do you do it directly from the pdf?

Ray,

Great Post! If the Tablet works like I read, then this is a great time saver.

Jack

Jack, Lets suppose that you would want to make an offer, you are the buyer's agent right?

You finish your concract on realfast or wahtever software you use for that, instead to print it, you convert it to PDF and then with the Tablet Notebook, just sign it the contract and let your client sign it too, you email it to the listing agent,

Now, if you are the listing agent, you made the disclosures and all the paperwork , instead to print it, you, send it to PDF format and get signatres from clients and you can add yours too, sounds easy and cool, right?

I just wanted to know how good are the Tablet notebooks trying to do this kind of work and if you can do it directly from the PDF with Adobe Acrobat Professional or other good software.

Zip forms are the way to go! If you have TopProducer, you can link your clients data to the zip forms and print of listing agreements and purchase agreements in a flash!

Ray, I'm not 100% certain but I don't think my tablet will let me send docs in PDF. What happens is I can "print" anything into windows journal and then once there I can write on it, highlight etc. From there I can email directly in (.mht) which is a web page and can be opened by the receiver as long as they have IE 5 or higher. OR I can send in (.tif) format. There may be a better way to do this but I'm not sure.

I was hoping to that you were going to find the answer. I use zip forms like many others but that signature is the part that throws a curve in to everything. I have wondered about the notepad also, thanks for asking the question. At the moment if I am understanding this correctly you can not sign to the PDF. I wonder if you could have it in another foremat and then convert that foremat to a PDF?

Ray, Lenders have software all set up to automate a lot of what we do, for example I use Calyx but there are many others. I can send all my documents to my Borrowers by e-mail in PDF files in seconds. I am surprised that there are not similar programs already in place for Realtors.

Interesting question, Ray. I have seen several people with tables and it seems they can do everything, icnlduing signing, without a paper doc unless they want to print it out. I am not using a tablet yet so cannot comment from personal experience, but it seems that is the way to go to be most efficient and paperless.

As others have said, Zip forms is a great way to be more efficient.

Jeff

Bryant, OK, this is the question for $ 1,000,000.00 , I suppose that with a tablet Notebook, you can use a special pencil to write on the screen right? I have not seen the tablet notebooks working, just I have seen them on t.v. and a friend of mine has one, but I have not asked him how it works,

Well, I use Adobe Acrobat Professional 8.1, I do not know if you have the professional, but there are many things that you can do in the Professional, there is a pencil so you can write in the PDF, but, you need to do it with the mouse, so in your case, could you use your pencil and write with the tool in adobe acrobat professional?

it will be very interesting the results, we can create a saving monster time for our clients and us, that's the best thing that I see for really save time and effort.

If you have version 7 or 8 from adobe, even 6 I think that it will work.

JUN

2007

Marchel, well, if you are using the Adobe Acrobat Reader of course that you can not sign on a PDF, because it is just the reader, if you use something to Create PDFS as Adobe Acrobat Professional or other similar software I believe that you have good chances to sign your documents from Adobe Directly with a tablet notebook, but no one have told me that yet, so I would like to know if someone can tell me if with a tablet is possible to do it, I will make a test right now and I will post it , ok ? :) thanks for commenting and try to get an answer about this, the reason that I am asking about a good way to do it, it is because I have seen software for HOme Inspectors that they do everything with the tablet notebook and you can sign there, so you do everything with the pencil, that's awesome right?

Hey George, Do you have Calyx 5.4? George, ok, my question it is not to send it by email or print them, I am wondering instead to print the forms or fax them to our clients, if from our computer we can make the signatures in the form directly through the computer, so for example in Calyx you can fill up the 1003, GFE and TIL, when you have everything ready, instead to print them, you can convert them on PDF and if you have the client in front of you, you would like to sign and you would like that they sign right? but not printing the document, just in the form , how? It would be awesome that in the PDF format you can do that, there is a tool, but I am wondering if we can use that tool with the tablet notebooks. thanks for help my friend :) I always appreciate your comments.

Rick, thanks for your comment and answer, the problem here it is not exactly to do it in a flash, I can do it in a flash, the problem it is to make it still more efficient, I would like to make clients sign in the computer " on the fly" not to send them by fax or email and then receive something signed by fax or by email, because they needed to scan the document to email it in pdf back or something like that. thanks for your post ! Every idea helps a lot :)

Jeff, thanks for your comments and for stopping by, hopefully someone with a tablet notebook have done what I am commenting in this blog, it would be very intesting to know from someone who can do it everything on the fly :)

Making them PDF is easy. With Acrobat professional if the program doesn't merge with Acrobat you then can go to print and print it to PDF. All files will be made into a PDF. This works on almost any file format. There is also a reduce file command that allows you to compress the file making it easier to e-mail.

I have not utilized electronic signatures to date, but will be adding them this year.

Ray I only have adobe reader. But from what you are describing it sounds like it would certainly work. I can operate everything on my computer or the Internet by use of the "pen". It takes the place of the mouse when in that mode so would probably write on the PDF. It also changes writing into text.

Randy, Yes, convert it to a PDF it is not a problem, it is fast and easy, the problem was to put signatures directly to a PDF, and I made my master piece , fast and easy, just the only tool that we lack, it is a tablet notebook, I do not know right now how much it will be the cheapest one, but we should use it just for this purposes, contracts and documents that we want to have signatures on the fly.

Bryant,

I created my master piece ! :) that I want to share with all of you, it will be very useful for you, it was very fast, just I was wondering if I could do that, but yes, you can do it on the fly, with your tablet notebook and this software you can make great contracts on the fly, there is not need to use a third party service or whatever other stuff, you can do everything on your own just with Adobe Acrobat Professional, I do not know of other software that do the same as acrobat professional for this kind of purpose, that's the most easy way.

I just need a Tablet Notebook, ooh my god, :) These days are cheap right? I do not need a fancy one or a poweful one, I just need to run windows, run adobe and a light weight one, so you can take it everywhere as a notebook , but you have everything there without the need to print it unless you need to give copies or something.

Ray: When you get your notebook please keep us posted on what you get and how it is working. It is definetly something to look at for the future. I'm really glad I marked notify me of new comments for this post.

Ray, the latest version of Calyx that I have is 5.3, I will have to ask our TI department if we can do the signiture on Calyx like you are asking.

Marchel, I found the solution for all of you guys :)

I will do my blog of this great super dooper technique :)

George, :) well my friend, I found the technique, I was emailing Bryant about this, but I want to do a blog explaining the benefits and what you can do and how :)

very easy and very fast :) Do you know the countrywide program ? :) Fast and Easy ? well, like that :) LOL

JUN

2007

In AZ, we use zipform...Once you have filled out the docs, you can print and fax to clients or immediately save as PDF and email to clients, depending on their preference!!

JUN

2007

Hey Ray

Great pursuit for excellence! Please let us know the equipment, software and tech requirements once you have it up and running. Regards.

JUL

2007

Hi Ray! Great post! The tablet idea sounds like a good one. I still just scan and emal contracts and other documents. THe new laptop I bought has been sitting over in the corner this week.

JUL

2007

Kaushik, I agree, how much do you pay for zip forms? sorry for delay, but I was so busy working.

Dave, I got to a conclusion and I will post it as soon as I can, sorry for delay, but I was so busy these days, no time to block, just sometimes small comments.

Lizette, I will post it, sorry for all delay, I explained above, so busy these days, you have computers and you do not use them? :) what envy ! :) I wish to have a mac !!!

JUL

2007

Ray with a tablet you first "print" the document to Journal Notes. Then you get it signed there, then convert back to a PDF by printing it to a PDF file again. Easy!

Mary, I'm not a "Tablet" user - yet. Do you think this will work with ZipForms? If you haven't seen it before, this is a contract software package used by many agents around the country.

JUL

2007

Mary, thanks for your comment, I was not thinking that it was not easy or difficult, I was thinking of the best way possible to save time and to save money, there are some services that they charge for that, I have seen those. The best way that I have found it it is with Adobe Acrobat PRO with a tablet notebook or a tablet tool, I will post this later, I have not had time to help users lately, very busy, but I will :)

thanks friend for your comment !, I do not know journal notes, but thanks for letting me know about that 2.

Dave, I promised to post my article of my findings and I will :) I am working right now on that :)

JUL

2007

Guys, sorry for delay that I took to make this New Blog , click here and enjoy it !!! This is the Sequel about my findings / research.

Click here to see the Sequel !

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