Are you having your clients sign documents electronically when meeting them in person?

Asked by Karen Peyton, Chandler, AZ Sat Aug 17, 2013

I had an interesting listing appointment today. As I was gathering my accoutrement to make my exit, the client said his previous Realtor had him sign all documents on his computer. I was shocked and it was two-fold! 1) Talk of the previous agent, and 2) electronic sigs when sitting at the breakfast bar. How many heads can comfortably read a tablet, laptop, or Ipad at the same time?

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Jill Murty, Agent, Mission Viejo, CA
Sat Aug 17, 2013
BEST ANSWER
I think electronic signatures are super convenient and easy for clients to use.

On a listing appointment, I bring a paper listing agreement with me and also have the agreement on my iPad. I show the clients how electronic signatures work and ask if they'd like to use electronic signatures or stick with paper.

The use of electronic signatures makes it fast and easy for everyone to complete the forms and return them. There's no printing, faxing or scanning.

I don't use electronic signatures to reduce or eliminate contact with client, rather I use them as convenience. I may meet my clients as I normally would with paper documents to sign, but pass the iPad instead.
1 vote
Judi Monday,…, Agent, Green Valley, AZ
Sun Aug 18, 2013
I use every touch point that I can to bond person to person with my clients. That means sitting down at a listing appointment with the printed listing in front of me and going through it one page at a time. However because of the nature of my community that isn't always possible as we have many people selling their home from afar--in those cases nothing is more efficient for both of us than an electronic signature.
2 votes
Mack McCoy, Agent, Seattle, WA
Sat Aug 17, 2013
If it's a listing agreement, then I need to have the seller review the information that they're attesting is true and accurate. Since I really can't monitor them on their tablet, we'll review paper documents and sign them wet.
2 votes
John Souerbry, Agent, Fairfield, CA
Sat Aug 17, 2013
We don't use electronic signatures at all. The convenience is understandable, but the value of meeting face-to-face to develop relationships with clients is far too valuable to waste. I know agents who meet with a client only two or three times during a transaction, then wonder why they never got any referrals from them. Handing a client a piece of paper is a "touch point" that should sought after, not worked around using technology. Using paper forms makes the transaction more tangible, thus making the agent-client relationship more tangible. Nobody likes to be thought of as a file on a hard drive, especially when meeting in person.
2 votes
Robert DiAlb…, Agent, Coral Springs, FL
Sat Aug 17, 2013
I still like to get everything signed in ink on paper.
2 votes
Jill Murty, Agent, Mission Viejo, CA
Thu Aug 22, 2013
@Robert: If you want to check it out, go to http://www.Docusign.com.
1 vote
Karen Peyton, Agent, Chandler, AZ
Wed Aug 21, 2013
Thanks everyone for your answers!
1 vote
Carmen Brode…, Agent, Scottsdale, AZ
Sat Aug 17, 2013
Electronic signature programs are wonderful. Clients are impressed by the technology. Older clients may prefer pen and paper, but the vast majority of my clients prefer the electronic signatures. Once they use them they are hooked.
1 vote
Karen Peyton, Agent, Chandler, AZ
Thu Aug 22, 2013
@Robert - Another company for electronic signatures is: E-Sign. For me it's a free service through AAR (AZ Assoc. of Realtors) though I am aware I pay dues. Perhaps such an arrangement exists in FL. What I love about it, is most of my standard Zip Form documents are automatically flagged for initials and signatures, ready for review before sending.

Thanks Jill for mentioning DocuSign.
0 votes
Robert DiAlb…, Agent, Coral Springs, FL
Thu Aug 22, 2013
Though I use ink and paper only, I do scan and send documents and use them for record keeping and the like. I am not totally adverse to considering the use of electronic signature in the future. I have to learn more about how I would utilize it and the software and such involved.
0 votes
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