First step in successfully having your brokerage transition to paperless is for your members to embrace the mentality. Teamwork makes the dream work! Below you will find instructions on how to send out invitations to get your members up and running.
Once the invitations have been sent off, the next step is creating your brokerages submission plans. These are the plans which your agents will be using to submit their transaction documents and complete their assigned activities.
For each transaction there may be a particular set of forms that are used. To save your agents some time in searching for these forms, you can create a Form Group which can be shared with the members of your brokerage.