All posts tagged CREC

Colorado Sellers Property Disclosure

by BULL Forms in Features with 3 Comments

Colorado Sellers Property Disclosure

As a Colorado real estate professional you are aware that your seller’s must complete the Colorado sellers property disclosure for their property. The current workflow typically entails emailing your clients the property disclosure and then waiting for them to complete it (many times with multiple revisions), sign and date the form and then send it back to you via fax or email.  In addition to degrading the quality of your document due to multiple transmissions back and forth, you are wasting precious time waiting for your customer to fax or email the property disclosure back to you.

Our goal at BULL Forms has always been to make your jobs easier. Completing the DORA Colorado Sellers Property Disclosure should not require hours of work.  Great news, we just launched a new feature… Share

Sharing a CREC Contract

Once you are ready to share a form, click on the share icon from within your form, outlined in red below:

BULL Forms Colorado DORA Share Icon

Once clicked, a window will open requesting that you enter the information on the parties that you would like to share the document with.

Send Colorado Sellers Property Disclosure For Completion

You can send the email to multiple parties by entering a comma between each of the emails.  Also, you should enter some descriptive comments so that the parties you are sharing your document with are aware of what and why they are completing the form.

Once completed, the parties will receive an email like the one illustrated below:

BULL Forms Colorado DORA Share Email

The link will expire after 7 days.  If the parties you shared the form with are having issues clicking on the email, instruct them to copy and paste the link into their web browser.  Once they have clicked on the link they will be taken to the Division of Real Estate contract you chose to share with them.  It should look familiar to you as it is similar to our classic view.

Once they have completed entering their information in their Colorado sellers property disclosure they will click on the submit button, as pictured below:

Colorado Sellers Property Disclosure Screenshot

Once your clients click on the submit button, you will receive an email informing you that the parties have completed the form you requested.  The email is sent to the account you have registered with BULL Forms Colorado and looks like the image below:

BULL Forms Colorado DORA Sharing Completed

When you log back into your account the form will have all of the information your parties entered into the document.  You can now send this document to them for e-signature.

The sharing feature is available for all of the forms, therefore, you can share a contract with an attorney if they would like to review a contract or with any other interested parties.

Thank you and we hope this speeds up your Colorado sellers property disclosure tasks.

The BULL Forms Team

November Agent Spotlight – Debra Christensen

by BULL Forms in Agent Spotlight with No comments

Introduction

It has been a while since our last agent spotlight, and we have improved our product drastically over the course of the past 3 months thanks to feedback from our users. Please keep giving us your feedback here. Let’s dive right into the next edition of our agent spotlight:

BULL-Forms-Colorado-DORA-Christensen

Name: Debra Christensen

Company: Keller Williams Foothills Realty

Website: www.DebChristensen.com

If you don’t already, please follow us on twitter and like us on facebook!

How Long Have you been in Real Estate?

6 Years

What areas of Colorado / Type of Property do you specialize in?

I specialize in the Foothills of Denver – Evergreen, Conifer, Pine, Bailey, Morrison, Genesee – I-70 and the 285 corridor.  I have earned the ABR (Accredited Buyer Representative designation and the CMAS (Certified Mountain Area Specialist) and feel very strongly that if you’re looking to buy and/or sell in the Mountains, you should use a Mountain Specialist.  We know the questions to ask.

What other real estate contract software did you use before switching to bull forms?

I’ve used RealFast, QES, Metrolist’s Instanet and tried CTM econtracts before finding Bull Forms.  I’m not changing again – love this product!

Tell us how BULL Forms has helped you in your day to day business

I decided to go with electronic contracts when I was in a situation where we had to get an inspection notice and Amend/Extend delivered and I had another appointment looming. I had to rush home, boot up my computer, quickly write the documents, email them to my client who had to print them out, scan them in page by page, email them back to me to deliver to the agent on time.

Bull Forms is so easy! I can access it on my Droid phone, my Tablet and any computer when I’m with clients. Clients love it, the learning curve is fast and fun.

What are your favorite features of BULL Forms?

Love that I can write as much as I need to, that my clients name can be (almost) as long as it needs to be. (Don’t know why i work with so many Trusts and Estates??). Compared to CTM the learning curve is quick and easy and I’m always learning new features. Signing is a dream and I like that I can decide where and when I want initials and/or signatures.

My company has it’s own econtract system and I’m trying to learn it, but it is so not as easy as Bull Forms. I like that I can add my own documents.

What issues have you had using BULL Forms?

1. Would like the Seller’s Property Disclosure be an open form where clients can check their own boxes. I am not allowed to fill this out or help them with it, so I have to go back to the old system and make them fill it out by hand and get it back to me.

BULL Forms Comment: We are in the process of adding this functionality. Hopefully it will be launched within the next few weeks!

2. I’ve experienced difficulty with scanning a document in and the file is too large with my scanner at home, so I’ve had to go to the office to scan it. Sure this is my fault, I’ll figure it out.

3. For some reason, the auto populate still isn’t working right with my contact information (office, name, phone, etc). I have to really check each form-switching form views, and sometimes don’t realize that it’s been placed incorrectly before I get to signatures, then have to go back and correct it and start the signature process again. I would like my information visible on the Auto Populate form, so I can make sure it is correct.

BULL Forms Comment: We apologize for this issue as it is unacceptable.  We will do everything in our power to ensure this feature is working properly.

WHAT DO YOU DO WHEN YOU ARE NOT SELLING REAL ESTATE? WHAT ARE SOME OF YOUR HOBBIES?

I play the piano and accompany the high school group at our local theatre: StageDoor Theatre in Conifer. Currently we’re performing “Hello Dollly”.

WHAT OTHER ONLINE APPLICATIONS OUTSIDE OF FORMS WOULD YOU FIND HELPFUL IN YOUR DAY TO DAY LIFE OR BUSINESS?

My sister-in-law is a graphic designer and very envious of me with these electronic contracts! She wants a easy application for her contracts!

BULL Forms Comment: Just as an FYI, we launched our full featured e-signature solution here.

We would like to thank Debra for taking time out of her busy schedule to chat with us. If you are interested in signing up, please do so here.

 

Cheers,

-BULL Forms Support

How to E-sign DORA Colorado Contracts

by BULL Forms in E-signature, Tutorials with 1 Comment

All subscribers to BULL Forms Colorado have unlimited e-sign capabilities built into their accounts. Just as fax machines made our lives as real estate professionals easier in the 1990’s, e-signature capabilities are increasing our efficiency today. You no longer have to print out documents and fax or scan them to your clients. Then sit and wait for them to return the documents hoping and praying that they are sent back correctly the first time. Then the revisions begin!

Why not increase your efficiency and save some time during the signature process? Send out your contracts for e-signature and you don’t have to worry about your clients signing or initialing in the wrong places.  All of the DORA (Division of Regulatory Agencies) forms can easily be sent out for e-signatures.  Adding to the time savings is the fact that all of the signature spots and initial locations have already been placed for you. All of this is great! But how do you use e-signatures on your DORA contracts?  Read on:

E-signature Process for DORA Forms

After you have completed all of the DORA contracts that you would like to send out for e-signatures, click on the email icon, which is an envelope with a pen, highlighted in the yellow circle below:

BULL Forms Colorado DORA E-sign Icon

Once you have clicked on the email icon, the email window will appear on the screen. You want to send out documents for e-signature, click on the yes radio button:

BULL Forms Colorado DORA Email Window

After choosing to send out your documents for e-signatures, you will be presented with options for e-signing your DORA forms. All of the signature spots have been placed for you, all you have to do is select who you want to sign the documents and where you want the parties to sign.  We have assigned “roles” to all of the available signature locations.

Roles for E-Signatures

  • Buyer 1
  • Buyer 2
  • Seller 1
  • Seller 2
  • Tenant 1
  • Tenant 2
  • Landlord 1
  • Landlord 2
  • Buyers or Tenants Agent
  • Listing Agent
  • Escrow Agent
At this time, these are the only roles / signature spots available. Do not worry if you are looking for more functionality from our e-signature feature, its coming soon..

Sending your DORA Forms out for E-signature

Enter the first name, last name and email address for the party you want to sign the documents and then select their role.

BULL Forms Colorado DORA Add Role

To add another party to the transaction, click on the add signer link:

BULL Forms Colorado DORA Add Signer

If you have added all of the parties that you want to sign the document you are ready to send it out for signatures. Make sure you have added all of the roles, if they are not included now you will have to start a new e-signature transaction.

Before sending out the documents make sure you select all of the forms within the deal that you want to send out for signatures. You should also enter a descriptive subject line and comments to all of the parties receiving the email.

BULL Forms Colorado DORA Send Signatures

Congratulations, you have just sent your DORA Forms out for e-signatures.

E-signing the DORA Forms

All of the parties you included in the transaction will receive an email when it is their turn to sign the documents. All parties will have to consent to transacting electronically with you and your company, if you have added your company in your membership profile. This consent ensures that you are complying with all of the e-sign laws.

When a signer clicks on the link in their email, they will be taken to the main e-signature page:

BULL Forms Colorado DORA Esignature Consent

Once the party e-signing agrees to conduct business electronically they will receive an email with their confirmation. They will then be taken to an area that allows them to customize their signatures and initials.

BULL Forms Colorado DORA Esignature Steps

The program can either generate initials and signatures for the user, or they can create their own using the mouse to write their initials or signatures.  The option to change your initials is below:

BULL Forms Colorado DORA Esignature Initials

Here is the window to change the signature:

BULL Forms Colorado DORA Esignature Custom Signature

Once the user has created their signature preferences they will be taken to the signature window:

BULL Forms Colorado DORA E-signature Start

On the left hand side of the page the signor will see all of the pages that require attention.  On the document above pages 1 through 8 require attention and are showing with a red background and orange tab.  As initials and signatures are completed on each page, that page will turn green. By clicking on the next location button the user will be taken to the next initial or signature location requiring their attention.

An initial location will look like this:

BULL Forms Colorado DORA E-signature Initial Location

A signature location will appear as follows:

BULL Forms Colorado DORA E-signature Signature Location

Once all initials and signatures have been completed a green button near the bottom of the screen will blink and the user will be prompted to complete the transaction.

BULL Forms Colorado DORA E-signature Complete

After the user has completed their portion of the signature transaction they will receive an email notifying them they have completed signing the document.  They will also receive a link allowing them to download the document they just signed.  The next party in the transaction will now be notified via email and will start the e-signature process over again.

Checking on the Status of DORA E-signatures

You have sent out your DORA contracts for e-signatures, but you have not received the completed document back yet. What do you do? You can access your e-signature transactions from your e-signature dashboard.  From within the BULL Forms click on the “dashboard” link near the top right of the screen:

BULL Forms Colorado DORA Dashboard

From within the dashboard, click on the e-signature tab:

BULL Forms Colorado DORA E-signature Panel

When in the e-signature panel you can view all of your pending, completed and cancelled transactions. If for any reason one of the members in a transaction has not received an email you can resend the email.  If you need to cancel a transaction at anytime you can also do it from here.

BULL Forms Colorado DORA E-signature Transaction List

This wraps up our tutorial on how to use our e-signature feature with Colorado DORA Forms.  If you have any questions please feel free to use our contact form.

Thank you,

BULL Forms Team