Writing an offer on a Lap Top - way to go!

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Services for Real Estate Pros with InSite Virtual Tours

An agent that I create virtual tours for told me about his recent offer writing experience with a lap top and went through how he did it- very cool! Read on...

After the agent showed some buyers a home- they decided to write an offer. The agent opened his laptop and opened his agency forms. He typed in the offer info and then saved the forms as a .pdf on the desktop.

He then opened the forms in a program called PDF ANNOTATER. He used his lap top's stylus to highlight the areas on the 7 pages where the buyers needed to sign, then the buyers used the stylus to sign. They clicked on the down arrow on the page to flip from page to page. When the buyers finished, the agent used his wireless portable printer to print out a copy for them.

The agent then had the option of using his cell phone to connect to the internet (no wi-fi there yet) he could have e-mailed or faxed the offer right away...

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Rainmaker
381,857
Leigh Brown
RE/MAX Executive Realty - Charlotte, NC
Broker/Owner - Charlotte NC
on that note-if you use ZipForm, they have DocuSign available which will let you insert tabs for initials and signatures wherever necessary and you can verify identities etc.  And then email to other agents, it's awesome!
Oct 04, 2006 08:24 AM #1
Rainer
26,545
Marguerite Crespillo
Marguerite Crespillo - Rocklin, CA

I use a tablet PC with a program called Journal note writer and I am able to have clients sign right on my tablet pc and it can be emailed directly to the agent.  Then we use PlanetRe to handle the transaction management part for a completely paperless transaction that clients and the other agents can access.

It's the way to go!

Oct 04, 2006 09:08 AM #2
Rainer
26,545
Marguerite Crespillo
Marguerite Crespillo - Rocklin, CA

I use a tablet PC with a program called Journal note writer and I am able to have clients sign right on my tablet pc and it can be emailed directly to the agent.  Then we use PlanetRe to handle the transaction management part for a completely paperless transaction that clients and the other agents can access.

It's the way to go!

Oct 04, 2006 09:08 AM #3
Rainer
25,241
Kevin Warmath
Warmath Real Estate @ Keller Williams North Atlanta - Alpharetta, GA

It looks like planetRE is for brokers to manage their back offices.  What we need is for other agents to kick the FAX habit if for no other reason than no one can read the contracts after a quick bit. 

Sometimes i'll "go paperless" when sending in a contract only to get a counter that has been faxed all over tarnation.

Capturing the clients signature electronically or being able to do some sort of authentication is the hard part.  I'm still looking for a viable solution, but will check out PDF ANNOTATOR.

Oct 04, 2006 09:19 AM #4
Rainer
26,545
Marguerite Crespillo
Marguerite Crespillo - Rocklin, CA
We signed up for it as a team and as far as I know it can be used for companies or individual agents.  We upload all of our transactions to it and it allows access by whomever we allow so it could be buyers, sellers, other agents, title companies etc.. I have researched several online transaction management programs before deciding on this one including Relay which is the one offered by CAR and it was not very user friendly. Planet RE is very user friendly and they respond quickly to tech support issues.
Oct 04, 2006 09:36 AM #5
Rainer
284,503
Teri Isner
Keller Williams Celebration - Orlando, FL
GRI, CRS, CIPS

Wrote my first contract on a tablet over 4 years ago technology has made our business so much easier to do.  Dashboard is another back office from Vreo for agents go to redtablet.com and at the top of the site they show dashboard.

Oct 04, 2006 09:51 AM #6
Rainer
24,373
Scott Turner
Turner Residential - Austin, TX
I love that! I have a "virtual office" as well and a small printer I keep in my trunk. I can also email things to other people's faxes. Technology is great isn't it!
Oct 04, 2006 02:36 PM #7
Rainer
4,903
David Williams
SanDiegoSeller.com - San Diego, CA
I always have fun writing offers on the hood of my car. I don't have to worry about a low battery or someone stealing my lap top.
Oct 04, 2006 08:01 PM #8
Rainer
11,574
Gary Schmitz
USRED - Brentwood, CA
US Real Estate Directory
Isn't the tech world great, what will they come up with next.
Oct 04, 2006 10:02 PM #9
Rainmaker
148,285
Home Design
Alpharetta, GA
Home Design and Real Estate
Having a car apapter for your laptop is probably the most important tool a Realtor can have these days.  Laptops are useless with out them.
Oct 05, 2006 08:00 AM #10
Rainer
40,625
Timothy Butterworth
Taking a break - Portland, OR

I truely love the tech toys, I have to admit that both my Brother and I are geeks in this area. Hate the idea of wasting time and driving back and forth to fax, and copy paper work up.

I try to have part of the form partial done if I already know full names and Address of the property. Then I save that and come back to it later.

 I keep a list of suggested clauses on fill also, so that we might review the proper verbage.

Oct 05, 2006 12:07 PM #11
Rainer
9,673
John Marlow
Foxhall Investments - Chevy Chase, MD
John Marlow

That's great.

I'm all for anything that makes our job less paper oriented.  At my office we have a scanner that converts all our documents into PDFs.  Makes things so much easier to organize.

Oct 08, 2006 09:46 PM #12
Ambassador
572,918
Rob Lang
At Home Kansas / www.AskRobLang.com - Lawrence, KS
Local Expert in Lawrence Kansas Real Estate Homes
How did people ever get along without electricity, computers, cell phones, etc.?
Oct 31, 2006 11:59 PM #13
Rainmaker
579,466
Phil Leng
Keller Williams Eastside Market Center - Kirkland, WA
Phil Leng Team - Residential Real Estate Experts &

we are getting closer to the paperless world, but it has been somewhat elusive so far.

Interesting entries, to be sure

Phil

May 15, 2012 01:59 AM #14
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