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A Superuser in your office will need to create your PropertyFile account in order for you to use eSigning. To set up eSigning for an individual branch, they will need to go to Tools - Configuration - Business Configuration - PropertyFile
And complete the relevant details for your branch.
1: Add in a subdomain. The subdomain can be anything you wish but should relate to your agency name and contain only alphanumeric characters (no spaces)Â
2: Complete your name, email and contact number fields
3: Click to Activate PropertyFile
Once activated, you will get the option to launch the general configuration for PropertyFile.
Expert Agent has added integration with PropertyFile, allowing you to create letters for eSignature within your existing Expert Agent software. There is no additional cost to use the functionality, it is included in your subscription.
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Enabling PropertyFile for Expert Agent
Launching your PropertyFile Configuration
Configuring your Esigning Emails
Setting up your Word templates for eSigning
When setting up your configuration for PropertyFile, if you are a multi branch agency, you can decide to have all branches linked together or set them up individually.Â