TO PAPERLESS and BEYOND!

By
Real Estate Agent with Joy Daniels Real Estate Group, Ltd.

TO PAPERLESS and BEYOND!I love 'Toy Story' and the postivie outlook of  the toys in this movie, especially Buzz Lightyear who truely believes he will go "to infinitey and beyond!"  Well that is our motto for 2012/2013 - "to paperless and beyond!" Thankfully DocuSign is one of the fabulous programs we are learning that will help us arrive. 

I did not take part of the first DocuSign contest in February 2011, but I read many of the posts and I began to realize that Joy Daniels Real Estate Group could be a part of the paperless movement.  My senses began to perk up whenever I heard "DocuSign"  or talk about "paperless" and I began to pay attention.  

For this challenge I don't have to admit to not following a plan that I made in the last one, what I can do is take a deep sigh of relief because I finally did something about going paperless.  It took me a year, but in February 2012 we signed up with DocuSign.  Maybe I was a slow learner, but I did learn!  Myself and my Team are thrilled with what we can do with this program.   We continue to learn new things this program can accomplish and are amazed and thrilled.

For those of you that have not used DocuSign and are curious as to how a Real Estate Agent might use the program, let me give you a quick tutorial!  DocuSign is a totally electronic program for signing documents through email - and the signatures are accepted by other Realtors, Lenders & Title Companies!  Any paperwork needing a signature or initials can be sent using this program without ever printing a page.    It cost effective because we can use Zip Forms 6 with the Docusign program.My Successful attempts at becoming paperless!Zip Forms allows us to create our documents/state contracts/addendums, etc. online (The Pennyslvania Association of Realtor contracts are all there!)  and then send this "paperwork" through DocuSign to our clients the paperless way!   After they sign or initial,  it comes back to us without ever printing one page of paper and we have a great ".jpg" that we can forward or save.

Not only does Docusign save on paper, it saves tremendous amounts of time.  Our clients do not have to travel to us and we don't need to travel to them to sign paperwork (Did I mention the gas savings?).  They are signing in the convenience of their own homes (locally or if they have moved out of state) or even while on vacation or traveling with work!  Our clients LOVE IT!  They think we are on the cutting edge! They love the ease and efficiency this program provides. 

Another thing that we have done this year to move towards paperless is printing our "Listing Presentation" Booklet on both sides of the paper.  We have reduced the cost of printing and cut our paper use for these booklets in half!  Now we are creating a program for our presentations that will involve using our laptop or iPad and only leaving the booklets for those who don't use computers. 

Another move to beyond is rather than printing the comparables that I take with me to listing appointments, I email myself the listings from our Multi-List and pull them up on my iPad when I am meeting with the Seller.  After we are done, I ask them if they want me to email them the link so they can go through the comparables again on their own.  This has greatly reduced the amount of paperwork (and ink) I used to print for my listing appointments.

The fun part of going "Green" is that we went "Green" with our sign and logo colors when we opened Joy Daniels Real Estate Group in April of 2010 without even realizing the significance of choosing that color scheme.  We are opening a 2nd office in the Central Pennsylvania area by October 1, 2012 and can honestly say "The grass IS going to be GREENER!" on this West Shore, Camp Hill street!

                                My Successful attempts at becoming paperless!

 

 

Posted by

Joy

Joy Daniels, GRI, ABR, CSP, e-PRO
JOY DANIELS REAL ESTATE GROUP, LTD
2793 Old Post Road, Suite 200
Harrisburg, PA  17110

(717) 695-3177  office - Call TODAY and let me help you find your dream home!

www.joydaniels.com

Joy@JoyDaniels.com - Email TODAY and let me help you find your dream home!

What is your home worth?  Find out at MLS Market Snapshot

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Rainmaker
699,352
Sharon Parisi
Keller Williams Dallas Premier Realty - Dallas, TX
Dallas Homes

Joy, you have given us even more ways to reduce the amount of paper we use.  Great ideas!

September 23, 2012 06:23 AM #1
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

I am glad you got some ideas for reducing paper, it cuts cost, ink and paper. . . all good waves to "go green" and save money at the same time!  Thanks for your feedback Sharon.

September 23, 2012 06:25 AM #2
Rainmaker
533,256
Mark Loewenberg
Keller Williams of the Palm Beaches - Palm Beach Gardens, FL
PA 561-214-0370

nice way to be proactive and to save a tree at the same time! are these available on your ipad too?

September 23, 2012 06:28 AM #3
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

Yes Mark, I have used zip forms from my iPad, but personally not used DocuSign, but I am pretty sure they are iPad friendly.  :)

September 23, 2012 06:31 AM #4
Rainmaker
975,407
Michael Jacobs
Coldwell Banker Residential Brokerage - Pasadena, CA
Pasadena Real Estate Representation 818.516.4393

Hi Joy -- you don't always have to be an early adapter but you've made a giant leap forward to eliminating pounds of paper and streamlining the real estate transaction process.   

September 23, 2012 07:27 AM #5
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

Better late than never - right Michael?  :)  Your comment about streamlining the real estate transaction process is so true and when you talk about Time Management (or did I just do that in 3 series?). . . this is a big part of that management!

September 23, 2012 07:37 AM #6
Rainmaker
1,032,605
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Joy, I will have to print this out so I can read it when I am back from vacation:)) Just kidding what a Great Blog Post full of great ideas. I am working towards the noble goal of going paperless too!

September 23, 2012 08:17 AM #7
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

Good to know you won't be reading it on vacation! :)  going paperless is a noble goal. . . definitely one that requires effort! Thanks for your fun feedback.  Looking forward to your vacation pictures.

September 23, 2012 09:07 AM #8
Rainmaker
684,178
Ron Marshall
Marshall Enterprises - Saint Michael, MN
Birdhouse Builder Extraordinaire

Chief Cook has  a similar system through her MLS that is included when you are a member.  Works great, I hear.

September 23, 2012 10:51 AM #9
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

:) The ability to be able to email listing sheets from our our multi-list is a great tool.  Thanks Ron!

September 23, 2012 11:47 AM #10
Rainmaker
242,342
David Pylyp
RE/MAX Realty Specialists Inc., - Toronto, ON

I wish we could be paperless... but since computers we have not exactly been saving.

In a real estate transaction, a detail papertrail exists when details go array or disputes rear their head.   Agent forget signatures, neglect conveying acceptance, and accept and decline offers on behalf of their clients.

Pleased to keep things the way they are.   Stop playing with your ipad and iphone, electronic gadgets and get that deal signed.

 

David Pylyp

Living in Toronto

25% referral plus a tin of Tim Horton's Coffee on every referral

September 23, 2012 11:49 AM #11
Ambassador
807,676
Suzanne McLaughlin
Sabinske & Associates, Inc. (Albertville, St. Michael) - Saint Michael, MN
Sabinske & Associates, Realtor

Talking like an old codger here, I remember when many forms were in triplicate and everything it seemed was on legal paper.  What a great difference.  And, I so appreciate your post.  Keep up the great posts!

September 23, 2012 11:57 AM #12
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

I agree David - we need signatures, but with DocuSign you can get electronic signatures and only need to print if there is an isse.  You should try it! :)

 

Ok. . . I guess that mean I'm an old codger too. . . I definitely remember the triplicate forms and legal paper contracts.  :)  Thanks Suzanne for your feedback again!! :)

September 23, 2012 12:15 PM #13
Rainmaker
587,730
Don Sabinske
Don Sabinske, Sabinske & Associates Inc. - Zimmerman, MN
Sabinske & Associates Inc.

Our office is virtual....every agent works for him- or herself from an office or home, and all of the transactions end up paperless one way or another.  They are stored on memory cards....making filing a lot easier and in "the cloud" for backup.

September 23, 2012 01:39 PM #14
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA
I had no idea Don...that is so cool. You continue to amaze me...I look forward to learning more.
September 23, 2012 05:58 PM #15
Rainmaker
217,859
Debi Braulik
www.roundrealestate.com - Maple Valley, WA
Selling Maple Valley to Fife WA Homes For Sale

I like the idea of emailing the comparables to myself before a listing appointment so that I can show the seller. Especailly now that our MLS has added a new report option that shows all the pictures of a listing. Great idea to reduce paper! Thank you!

September 24, 2012 11:38 AM #16
Rainmaker
587,443
Joy Daniels
Joy Daniels Real Estate Group, Ltd. - Harrisburg, PA

You are welcome Debi - I am sure it will work for you in reducing your paper use!

September 24, 2012 05:27 PM #17
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