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March 08, 2017

Send Buyer Representation Agreements to New Clients in Realvolve

With a real estate focused CRM like Realvolve, you can build a thriving real estate business that can scale and leverage technology to maintain relationships with all of your clients.  You’ll never miss another deal or opportunity.

Add WebMerge to your sales process and you can automatically generate all types of documents like letters, contracts, and more. 

In this example, we’re going to show you how to automatically generate a buyer representation agreement when we add new clients to Realvolve and then we’ll send the document over to DocuSign for e-signature.

To get started, we’re going to setup the template for our buyer representation agreement using a Word document.  Inside the Word document, we’re going to add our boilerplate agreements info and then for the spots that we want to insert our client’s info, we’re going to use merge fields that look like {$FirstName}, {$Address}, etc.

Here’s what our agreement template looks like:
 


Since we’ll be collecting a signature using DocuSign, we need to add a signature tag in our document to indicate where DocuSign needs to place the signature.  This tag is just like any other text in our document and looks like:  \s1\
 


Once our template is finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, pick Office Document and then select the file from your computer.
 


Once you have uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example we are going to generate a PDF and we’re going to include the name of our client in the file name.
 


Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for e-signature.  Under the Delivery tab, click the New Delivery button and then selected DocuSign from the list.

Once you authenticate your DocuSign account, you’ll need to indicate the signer’s name and email address using merge fields.  Feel free to modify any of the other settings.
 


After you have saved your DocuSign delivery, we’re done with the setup process in WebMerge and we’re ready to integrate with Realvolve.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a new Zap.  For the Trigger, we’re going to choose Realvolve as the app and then New Contact as the trigger.
 


Once you authenticate your Realvolve account, Zapier is going to load a contact to make sure everything is working correctly.  Follow those steps and continue.

Next, we’re going to setup the Action of our zap.  For the app, choose WebMerge and then Create Document Merge as the action.
 


After you authenticate your WebMerge account, Zapier will load a list of the documents in your WebMerge account.  Go ahead and pick the representation agreement that you just setup and Zapier will load a list of all the merge fields in your template.

For each of the merge fields, you need to pick the corresponding fields from Realvolve.  This tells Zapier how to send your Realvolve data over to WebMerge so that it is populated in the correct spot on your template.
 


After you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Realvolve and then create a new contact.  Zapier will detect this new contact and send the information over to WebMerge and your agreement will be sent to DocuSign.

Here’s what our agreement looked like ready to sign:
 


Congrats, you’re finished!  You can now generate all types of documents from your Realvolve account.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 

6 min read

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