Adding a Co-Agent to Documents

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

  1. Create the new transaction, select which side of the transaction you are representing and add in the client(s) information                                                                                                                                2020-01-17_11-31-53.pngmceclip0.png
  2. Add the form(s) needed into transaction
  3. Open the most field-heavy form within your transaction (typically this will be your purchase and sale agreement) and enter in the co-agents information in the 'People Panel' at the top of the document. This will then add them to all forms that haven't yet been opened in the transaction under 'People' via the linking feature                                                                     mceclip0.png
  4. Convert the form(s) to PDF
  5. Once the document has been converted to PDF, you can then add the co-agent signature and/or initial tags where needed on form(s) via the PDF toolbar at the top of the document. You can also add information, such as the co-agents brokerage information, via the 'Text' feature if you prefer to include that under their signature tag                                                                                                              mceclip1.png
  6. Sign the newly converted PDF documents yourself and then send to co-agent for signature before sending to clients

It is important to note there is not a dedicated area/line currently included on any form for second agent so place at your discretion

 

 

 

 

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