How To Send Renter Representation Agreements Automatically
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SOP: Automating Renter Representation Agreement in LocatorIQ
Objective
To automate the process of sending a renter representation agreement to clients using LocatorIQ without the need for additional document signing software.
Key Steps
1. **Accessing the Template**:
Log in to LocatorIQ and access the 90-day renter representation agreement template.
2. **Sending the Agreement Manually**:
Download the agreement as a PDF.
Open the agreement and review its contents.
Customize the agreement with client details.
Send the agreement manually by selecting recipients, setting signing order, and sending it to the client's email.
3. **Automating the Agreement**:
Within the automation feature of LocatorIQ, create a step to send the renter representation agreement.
Set conditions for when the agreement should be sent, such as after a call confirmation.
Customize the automation to automatically send the agreement to clients without manual intervention.
4. **Training and Implementation**:
Train agents or team members on how to explain the renter representation agreement to clients during Zoom calls.
Ensure that the automation is set up to send the agreement immediately after the call ends.
Cautionary Notes
Ensure that the renter representation agreement is customized with accurate client details before sending.
Double-check the automation settings to avoid sending the agreement at the wrong time or to the wrong recipients.
Communicate clearly with clients about the purpose and contents of the agreement to avoid misunderstandings.
Tips for Efficiency
Save time and resources by using LocatorIQ to send agreements instead of external document signing software.
Utilize the automation feature to streamline the process and ensure timely delivery of the renter representation agreement.
Regularly review and update the agreement template to reflect any changes in policies or requirements.
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