Dear Real Innovate Agents
Do you need an easier way of working with documents? You already know RELAY is the quick, easy way to store documents online, but there are a number of ways to share these documents. Here are some quick tips that might help your business.
Join our live trainings to learn how to use today’s real estate technology to increase your communication and successfully cultivate buyer and sellertrust.
Tip of the Month: Speed up the Document Sharing
Whether you need a quick signature on a new purchase agreement, or are just looking to speed up document uploads, here are three tips to make it happen:1. Make a Folder.
Find some space in your documents folder, or on your desktop, and make a folder called “For RELAY”. As you go through your day, put all documents, contracts, and emails that do not need immediate action into this folder. Set aside one hour at the end of the day to go through these documents and add them to RELAY.
This really speeds up the time you spend on RELAY, and it also helps to remind you of tasks that may have been interrupted throughout the day.
2. Share documents without a username or password using the Public Documents
If you want a quick and easy way to share disclosures or other RELAY documents online without having someone create a username and password, turn to the Public Documents. Click the Public Documents button (located in a property file under the Documents Tab), and click “Make Public” to get a link you can share with anyone.
Add documents to this page from your transaction file by clicking the red X under the ”Public” column and turning it into a clear eye. You can also make the documents private again at any time by clicking on the clear eye, turning it back into a red x.
When they are ready, use the buyer and seller training at www.rebt.com/clients/demo to introduce your buyer or seller to online real estate.
3. E-Mail or fax documents without leaving RELAY
Do you want to share a document with someone else? Check the empty box next to the file on your document list, and select “Send” from the drop-down “With Selected…” menu. Now you can send these documents as an attachment, as a fax, or as a link to users who are already part of your transaction.
Tip: Click on the orange address book next to TO: or CC: in order to use your saved contacts to fill out the email address or fax number.
RELAY Recorded Trainings:
Available 24/7 for your convenience! View or review our recorded trainings at any time.
BEGINNING RELAY TRAINING MOVIE
ADVANCED RELAY TRAINING MOVIE
BROKER RELAY TRAINING MOVIE
BUYER & SELLER RELAY TRAINING MOVIE
Beginning RELAY Training
Highlights: Signing up for RELAY; start a transaction; add a property photo; use an electronic checklist; adding your client to RELAY.
Best for: Agents, Transaction Coordinators, first time users.
Available Classes:
Tue, Jul 14, 2009 10:00 AM – 11:00 AM PACIFIC TIME
https://www1.gotomeeting.com/register/874710857
Tue, Jul 28, 2009 10:00 AM – 11:00 AM PACIFIC TIME
https://www1.gotomeeting.com/register/970336513
Tue, Aug 11, 2009 10:00 AM – 11:00 AM PACIFIC TIME
https://www1.gotomeeting.com/register/779380993
Advanced RELAY Training
Highlights: Adding Service Providers, Public pages and marketing, Creating a transaction CD, Site Administration, Contacts and Checklist Templates.
Best for: Site Administrators, Agents, Transaction Coordinators, Assistants
Available Classes:
Thu, Jul 23, 2009 10:00 AM – 11:00 AM PACIFIC TIME
https://www1.gotomeeting.com/register/161994929
Thu, Aug 6, 2009 10:00 AM – 11:00 AM PACIFIC TIME
https://www1.gotomeeting.com/register/189454193
RELAY BROKER TRAINING
Highlights: Setting up and managing your RELAY online office. Contains highlights from beginning and advanced training, and an overview of the 2 month broker implementation plan.
Best for: Brokers, Transaction Coordinators, Office Managers.
Available Classes:
Wed, Jul 15, 2009 10:00 AM – 11:30 AM PACIFIC TIME
https://www1.gotomeeting.com/register/492963401
Highlights: Learn how to train others to use RELAY. New, interactive training and renewal format, only $149
Best for: Trainers, Agents, Service Providers, Office Managers, Transaction Coordinators
Available Classes:
Wed, Jul 29, 2009 10:00 AM - 3:00 PM PACIFIC TIME
Ensure that your team has all of the information that they need. Click to forward this message to a friend or colleague.
For additional training opportunities please, visit our Training Schedule.
Thank you,
The RELAY® Team
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RELAY Support Site
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Inman Connect SF 2009 Photos
by admin on August 5, 2009
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