All posts tagged RealFast

Switching from RealFast for DORA Contracts

by BULL Forms in Tutorials with No comments

August 1 2011 RealFast announced that it was acquired by ZipLogix.  For many Colorado Real Estate professionals, this meant it was time to look for a new provider of DORA Colorado Real Estate Contracts.  Change is difficult, especially if you have been using RealFast for an extended period of time and you have built up a large library of transactions.

Here at BULL Forms we are doing our best to ensure a smooth transition to our new users coming over from RealFast.  This guide will assist you in copying over your existing transactions to BULL Forms.  With unlimited storage included with each paying subscription there is no need to worry about uploading too many documents!

Migrating Documents from RealFast2Go

Once you have logged into your realfast2go account, navigate to a transaction that you would like to export.  Click on the create pdf link near the bottom lefthand side of the page, highlighted in yellow below:

Switch from RealFast to BULL Forms For DORA Forms Create PDF

Next, check each of the documents you would like to export into PDF format, again, highlighted in yellow below:

Switch from RealFast to BULL Forms Colorado for DORA Forms Export your PDFs

Almost there! Next you have to select the location where the PDF files will be saved. Enter the output directory into the location highlighted below.  Make sure that you select any easy to remember and easily accessible location.

Switch from RealFast to BULL Forms Colorado Save File

Final step in the export process, click on the create PDF button highlighted below:

Switch from RealFast to BULL Forms Colorado Create PDF

Repeat this process for all of the transactions you would like to import into BULL Forms and you can now start importing your transactions.

Importing transactions into BULL Forms

Now you are ready to import your PDF documents into BULL Forms.  Start by creating a new deal for all of the forms you are going to import.  Click on create new deal near the left hand side.

BULL Forms Colorado Create New Deal

You will be prompted to choose a deal name:

BULL Forms Colorado Select Deal Name

Once you have created the deal, click on the files icon for the deal, as highlighted in yellow below:

BULL Forms Colorado Files

After clicking on the file icon you will enter the file management window.  You can create a folder, or upload all of your documents anywhere you choose.  Click on the upload link:

BULL Forms Colorado Upload Files

From the upload window you can upload multiple files at a time, navigate to the location where you saved your RealFast documents and click on the upload button.

BULL Forms Colorado Upload Files ModalFor more information on our file storage functionality, please read this previous blog post.

If you need assistance transferring previous transactions please contact us here.

Cheers,

BULL Forms!

June Agent Spotlight – John James

by BULL Forms in Agent Spotlight with 5 Comments

Introduction

Welcome to our inaugural agent spotlight.  This is a new feature of our blog where we will take some time and profile some of our current users.  If there are any questions you would like to ask us, or if you would like to be featured in our next agent spotlight, please contact us via our contact form.

Our first featured agent is John James of Coldwell Banker Distinctive Properties, our questions and his answers are posted below:

Name: John James

Company: Coldwell Banker Distinctive Properties

Website: www.JohnJamesCb.com

How Long Have You Been in Real Estate?

4 Years

What area of Colorado / type of property do you specialize in?

Steamboat Springs and the Yampa Valley in Northwest Colorado. I specialize in resort homes and properties.

What other real estate contract software did you use before switching to BULL Forms?

RealFast…never again.

Tell us how BULL Forms has helped you in your day to day business.

What I especially like about BULL Forms is the time it saves me. I have a Mac and most real estate forms software are not Mac friendly, especially RealFast. To write a contract, I would have to open up a Windows environment on my Mac, then open the software, then click on the form I wanted and wait for the blank form generate. Then when finished I would have to save in a proprietary format, then save to a PDF, then save that in a shared folder so I could print or send from my Mac. With BULL Forms, it’s browser-based, so I can get to it on any device, the interface is clean, easy to read and use, AND I can print a PDF at anytime in the process. A form that took me 20-30 minutes to create on RealFast, now takes me about 5.

What are your favorite features of BULL Forms?

AutoSave is the first favorite. Not having to click “Save” to make sure my work is backed up is essential. I also like the ability to copy a previous form as a template and start a new form. I love e-signatures and its ability to email a completed form to all parties. It’s easier to get signed and much better than forms in various stages of completion floating around everywhere

What features would you like to see added to BULL Forms?

“With short sales and foreclosures becoming a bigger piece of our business, we need larger space to fill in for Additional Provisions and Attachements would be helpful.

Offline support could be useful for when internet access is not available.

E-signatures are great, but they do seem to be in a beta stage right now. The ability to auto-populate the signers, their email addresses and relationships would make the process run more smoothly.

Also, I would like to see the ability to attach other documents to the forms I’m sending out for e-signature.

Finally, a truly paperless transaction seems to still be a ways away. Right now as a buyer’s agent, I have to obtain email signatures from the sellers to have a fully executed digital contract. Many listing agents would not be willing to hand those out. The ability to offer the option to the other party to sign electronically through their own agents would be great. Also, some forms like a Seller’s Property Disclosure need to be filled out by the seller and not the agent. Sending them a form to e-sign, print, fill out, and re-send does not sound appealing.”

BULL Forms Note: We love feedback! Positive or negative. In response to user feedback, we have added more space in the additional provisions.  You can also add an additional blank amendment to your contract. This is the first time we have heard about offline support, as it is built into some of the newer browsers this is definitely a feature we will look into adding. E-signatures is currently in its first iteration.  We have some pretty exciting functionality updates in the works. Paperless is the future, and we are working on some cool things. We will notify you when we improve the functionality!

What do you do when you are not selling real estate? What are some of your hobbies?

I’m also a snowboard instructor at Steamboat in the winter. In the summer, I like to bike, hike, camp and play golf.

What other online applications outside of forms would you find helpful in your day to day life or business?

A better County Records search than what my county already provides is top on my list.

 

John James Coldwell Banker Colorado Agent Spotlight

We would like to thank John James for participating in our first agent spotlight. Please do yourselves a favor and follow him on twitter, @1stduderiding.  If you have any questions or concerns please feel free to drop us a line via email… support at bullforms.com or use our contact page.

– BULL Forms Team