Introducing Send Agreement: 
New CRM Button Let's You Send Documents
 from Your CRM with Ease and Compliance

Send Agreement Desktop Mockup

In the ever-evolving world of real estate, staying compliant with the latest regulations while streamlining your workflow is paramount. Real Geeks is proud to announce an exciting new feature that addresses both these needs—the Send Agreement button integrated within your CRM, powered by SkySlope. This innovative feature is designed to simplify the way real estate professionals manage and send buyer agreements directly from their CRM.

Simplifying Real Estate Transactions

The Send Agreement button is our direct response to the recent NAR settlement proceedings which mandate MLS boards to require agents to have signed buyer agreements with their clients in order to work with them. Understanding the significance of this change, Real Geeks, in collaboration with SkySlope, now offers a new seamless integration that allows agents to manage and send these essential documents with just a few clicks.

How It Works

To send an agreement to a lead, you can now click "Send Agreement" – the purple button located at the top of each Lead Detail page in your Real Geeks CRM.

Send Agreement Button

The Send Agreement button opens SkySlope’s interface where agents can easily send and manage documentation. This integration eliminates the need for creating or uploading your own documents, as SkySlope provides all the necessary forms directly from the MLS board. This means you can transfer your leads from Real Geeks directly into SkySlope’s forms management tool, ensuring a hassle-free process for sending and signing documents.

Benefits for Real Estate Professionals

The introduction of the Send Agreement button offers numerous benefits for agents using the Real Geeks CRM, such as...

Efficiency: Send buyer agreements directly from your Real Geeks CRM with just a few clicks.

Compliance: Rest assured knowing you're working in compliance with the proposed NAR settlement, effortlessly.

Convenience: Everything is set up for you. There are form templates available and signing digitally is straightforward.

Cost-effective: This feature is included with the Real Geeks CRM at no additional cost, thanks to our partnership with SkySlope.

A Tool Designed With You in Mind

Real Geeks is committed to providing tools that not only meet the requirements of today’s market but also offer significant advantages to real estate professionals.

Win More Buyers: Streamline your daily workflow and sign more offers to win more buyers.

Stay Ahead: Place your trust in a platform that evolves with the market, providing you with the tools you need to succeed.

Market Leadership: Maintain and expand your market share by adapting to new requirements and best practices with ease.

Getting Started

To get started with the Send Agreement button, current customers can access the feature directly from any Lead Detail page. For those interested in leveraging this powerful tool, complete this form for more information.

Real Geeks is excited to bring this valuable addition to our suite of tools, making it even easier for agents to focus on what they do best—selling homes. With the Send Agreement button, alongside many other ideas currently in development, we're dedicated to making the management of real estate transactions as smooth as possible for our agents.

Published on May 7, 2024 under ,

Real Geeks is a highly efficient and effective lead generation and conversion solution for cultivating, capturing, and managing leads at any stage of the home buying or selling process.

 

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