Covid-19 has resulted in countless challenges for agents across California. The CDC and DRE recommend real estate professionals abide by certain guidelines during the pandemic. CRMLS and Glide have teamed up to give you a fast and easy way to stay compliant and protect your clients.
How to CRMLS + Glide work together?
Glide has created the first-of-its-kind integrated system that allows you to create, send, and manage PEAD forms across all of your listings and clients in a single place. Matrix has integrated a link titled “Use PEAD in Glide During COVID-19” on each property listing detail page.
When you click this link, Glide automatically pulls property address and agent information from the listing to pre-fill the PEAD-V form so you can easily send to your clients.
After clicking the URL, it will lead the Buyer's Agent to your Property Portal for this transaction. Every Glide listing transaction has a unique Property Portal from which PEAD forms can be completed and signed.
Buyer Agent information is automatically added to the form through Glide's single-sign on integration.
Identify Buyers by clicking "Add a Buyer" and then selecting from your prior contacts or creating a new contact
Property Address is automatically added to the form from the listing page.
If you are showing multiple properties to a potential home buyer, you can add additional property information here.
"Other Entrants" can also be identified, such as an inspector
Any exceptions to the representations can be specified (optional)
Verify your zipForm account or connect to a new account to generate the completed PDFs for signature (required)
Use Glide's Docusign integration to send for signatures by selecting "Send for Signature" or download the completed forms to send via email or print
Using the Docusign integration, you will click "Link Account" to enter your Docusign account credentials or select from prior saved Docusign accounts.
Once selected, click "Continue" to login and send the envelope
All PEAD documents for the addresses previously entered are included within the Docusign envelope with each party identified for your final review
You will see all signature, date and initial tabs automatically placed in the relevant locations on the forms
Click "Send" for the envelopes to reach the recipients
9. Check the signature status of your PEAD forms on the "Buyer Prospect Overview" page
Documents signed via Glide's Docusign integration will automatically return to your Overview page