Getting Started III: Packages

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The features outlined here are currently available to FMLS and AKMLS members only.

 

Packages are here to help save you time. They're a combination of commonly-used documents, forms, and clauses, and can be customized and copied time and time again. Think of them as transaction kits: templates containing the same forms that you most commonly use in a deal, forever at-the-ready to use at a moment's notice. 

Get to know the Document Packages section: 

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  1. Click Packages in the left side menu. 
  2. Your Remine Docs account comes pre-loaded with several document Packages, each containing a combination of forms that are commonly used together depending on the type of deal. The packages shown in this article are here to serve only as an example: we strongly recommend using the packages given to you by your broker or administrator, or customizing your own Packages to your own specific preferences. 
  3. You can create a new Document Package from scratch by clicking '+Package'...
  4. ...but for this example, we'll open up the 'Buyer - Freehold' Package. It contains a purchase agreement, as well as several other forms that I’d typically use when representing the buyer of a freehold: 

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This package, like any other, can be customized to your needs. If you'd like to remove any one of these documents from the package, click the 'x'. To add another document to the package, click 'Add Documents'. 

Another item to note: you can order these documents in the order that you'd present them to your client. This can be done by simply dragging-and-dropping the documents until they're in the order you want. 

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Save even MORE time by customizing the forms in your packages: 

Not only can you create various Packages so that you don't have to repeatedly gather specific forms for every new client - you can also customize the forms that make up those Packages to help save you even MORE time! 

Let's use this purchase agreement for example: From my 'Buyer - Freehold' package, I’ll click 'Customize' next to this form and start filling in the fields that typically contain the same info from deal to deal. In this example, I'll add some clauses that I typically use (and I'll use a 'Clause Kit' that I created earlier):

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Anything you enter into these fields can always be edited once you're using these forms for a deal. 

To summarize, if you've got some real muscle-memory built up from entering the same information to the same fields over and over and over, chances are that adding it to the forms in your customized document Package will save you a lot of time. 

Now that you've seen how to set up your Document Packages, click here to move forward to part 4: Transaction Folders. 

 

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