Download Report

How To iPad For Real Estate
OBJECTIVE:
The goal of this class is to learn:
The iPad effectively for real estate.
Creating A Paperless Office
I. Create a systematic filing system
II. Receive & send online faxes
III.PDF & sign
Dropbox- Transfer docs from PC/MAC to other devices
A. Basic- Free- 2 GB
B. Pro 50- $9.99 per month- 50 GB
C. Pro 100- $19.99 per month- 100 GB
Metrofax- Send and receive faxes online
A. Essential- $6.63 per month- 500 incoming or outgoing faxes
B. Value- $10.79 per month- 1,000 incoming or outgoing faxes
C. Essential- $29.96 per month- 2,500 incoming or outgoing faxes
zipForm® mobile
The Professional (online) and the Standard (desktop) version are AAR
member benefits. There is a mobile edition, which is the
only version that will work on the ipad, android OS device
and smartphones. It is quite different from the zipForm®
you are used to on your computer.
First, you must purchase it from www.zipform.com for $13/year. (prorated until
May of each year)
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
1
Second, on your ipad (or other non-computer device), go to www.zipform.com
and click on the Pro version.
You can now sign in zipForm® mobile! Once you
sign in, you never have to enter your username and
password again.
Working with current transactions
1. A list of your transactions will appear.
2. Then click on Edit
3. Start editing the documents in the fillable fields
Start a new transaction
1. Start a new transaction and apply a template to
save time.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
2
2. Put in the buyer name, choose the type of transaction, and then choose the
appropriate template.
3. Add other zipForm® forms that are not in your template by choosing from
the form library, then choosing the form.
1.
Signing
This is a great feature to sign both with “wet” sign and electronic signatures.
1. Choose the Signatures tool.
2. Choose Sign With TouchSign ™
3. Choose the documents you want.
4. Put in client’s name and email.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
3
5. Agree to the use of the system.
6. SIGN!!!
a. Resize will change the size when placing the signature or initial where you
want.
b. Generate will change it into an electronic signature.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
4
7. Place where needed.
8. Finish
Docusign for ipad
Docusign is $15-$20 +/month. Once you
create and username and password, you can
now download Docusign in the app store, put in your username and
password, and start using electronic signatures.
First, you must purchase it from www.zipform.com for $13/year. (prorated until
May of each year)
Second, on your ipad (or other non-computer device), go to www.zipform.com
and click on the Professional version, where it will actually take you to the
mobile edition.
Everything that was on your Professional (online) version will
now be transferred to the mobile edition. For zipForm®
documents, Docusign will recognize where your client has to
sign and initial. For non-zipForm® documents, you need to
send to Docusign by emailing to [email protected] . All
documents can now be found in the Drafts section of the New
Envelope.
Just like any electronic signature, these “sigs” are not accepted by Fannie, REO
or short sale banks.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
5
Directions:
1. Get a list of your transactions
2. If these are zipForm® documents, then
they will already be tagged. If the docs
are non-zipForm® docs that were
brought over by emailing to
[email protected], then you have to
tag where your client has to initial and
sign on your own.
3. Tag non-zipForm® documents by
touching on Signature, initial, etc
and touching on the place you want to tag.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
6
4. Send
PDF Expert
This is a $10 program that will also allow you to get real “wet” sigs on
all documents, as well as manipulate PDF documents. This can be done
with all zipForm® or non-zipForm® documents. From any document,
convert into PDF Expert.
Directions:
1. Convert by Open in…
2.
Once in PDF Expert, choose the pen feature.
3.
Choose the color, the thickness and opacity.
4.
Sign!
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
7
5.
There are many other features you can do with PDF Expert:
a. Type
b. Create shapes c. Underline d. Highlight e. cross-out
6.
Even more features by clicking on page icon:
a.
Rotate b. Copy c. Mail d. Extract e. Switch documents around
PDF Expert also lets you fill out fillable PDF documents and sign on nonzipForm® documents, which is different from the TouchSign™ in
zipForm® mobile.
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
8
Conclusion
Total price expected to pay for all products
a. Docusign- $20/month
b. zipForm® mobile- $13/year
c. PDF Expert - $10 one time
You will be able to “WOW” your clients as well as save time by getting real
sigs at the property you’re writing a contract or taking a listing at. No
more paper, scanning or printing out the forms.
Things to practice:
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________
Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259
╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.com
Copyright 2011
9