Expert Agent has added integration with Property File, allowing you to create letters for eSignature within your existing Expert Agent software.

Firstly, you'll need to configure your Expert Agent to use Property File. Hover over Tools in the top menu, and select Configuration. Under Business Configuration, you'll see an option for Property File. That screen will be different depending on whether you're a single branch company, of if you're the head office of a multi branch firm. Watch the relevant video below to see how to set up your Property File.

If you ever have your staff sign documents on behalf of your landlords, you will need to set up their accounts to have that permission within eSigning documents. Under Business Configuration> Agency Staff, select the individuals from the list, click Permissions, and click in to the Advanced tab. You'll see a tick box there for "sign on behalf of landlord."

Single Branch Agency

Multiple Branch Agency (head office)

Once you have eSigning enabled, and you've set the branding of the emails, you can think about the actual content of your eSigning emails. 

 Setup eSigning Emails

Once you have activated Property File for your agency, you need to review your templates and edit any which you would like to use for eSigning. If you're still going to use them for wet signing as well, there's no need to worry- the eSigning merge codes won't appear when you email the document out unless you specify it's supposed to.  

Setting up your templates for eSigning

Now that you have templates ready to use for eSigning, you can start sending them out. 

Sending documents for eSignature

 Progressing your eSignature Documents

Once a Potential Vendor/Landlord requests a valuation online (please see Online Valuation - The Customer Journey) the Valuation request will be imported into Expert Agent as a Task, assigned to the Negotiator you selected in Online Valuation Tool Configuration. 

Tools -> Tasks -> This will open the task grid.  

Please note the use of a new Event Type - Online Val Request and the fact that there is no property assigned to the task.  

We recommend that the property record is created from the Online Valuations Grid first as the property record will then be automatically assigned to the task and will appear as an Event on the Property Record.  

From the Online Valuations Grid (Properties -> Online Valuations), find the new request (use the Request Date column) and select it by ticking the box on the far left.   Then Right Click and select "Add Property".

You will be asked if you are sure you want to convert all selected properties (even if only 1 is selected).  

Click OK and Expert Agent will convert the Online Valuation into a Property Record.  

On the Events tab, the Task that was created when the Potential Vendor/Landlord requested a time is there.  

And on the Notes tab of the property record, in the Internal Notes box, you will see all the relevant notes imported from the Online Valuation Tool.  Please note, these are internal.  The customer will always see the confidence level as high.  

Now you can head back to the Task Grid to process the Valuation Request.  

The new online valuation tool will be plugged into your Expert Agent website and can sit under a Valuation button.  

Once clicked, the potential vendor/landlord will be taken to the following screen.  

Step 1

The first page will give them the opportunity to fill out the basic information regarding their property.  

Please be aware if a potential customer requests an online Sales and Lettings Valuation, the property will be defaulted as a Sales Property.  Also, this screen will time out after 15 minutes of inactivity, the potential customer will be able to complete the form but will get an error when finishing it.  

Step 2

Step 2 gives them the ability to tell you more about themselves, as well as a comment box for anything they feel you may need.  

There is a CAPTCHA at the bottom to prevent any unwanted data and then they press "Get My Valuation".  

Step 3

Step 3 is the valuation screen.  The customer will also receive an email branded from yourself (and if you have Customised E-Mails, this email will be included in that).  

But also from this screen they can click on "Preferred date and time" and book in an appointment. 

Once they have, they can press Submit and they will get the following confirmation message at the bottom in green.  

This will then be imported into Expert Agent as a Task set for the Negotiator set in Online Valuation Tool Configuration.  

Please see Processing Online Valuation Requests for more information.