Welcome to Xchange Properties Training Hub
Onboarding - The Contract
Before the property goes live, there are a number of steps to take.
Firstly – The Contract
The contract is uploaded to the CRM system and only needs to be sent to be signed via e-signature. You will receive a confirmation when the contract has been signed. Please remember to ask the client if there is anyone else on the title deeds, as the contract will need to be signed by all parties.
Go to the top of the page and click on “Create”, then scroll down and click on “New Document”.
Open the drop down tab and click on “Terms of business – Esign”.
This will open up the contract which has been autopopulated with client details, fees etc.
Select “Save Document” and accept the £1 charge. This will then get sent to the client for signing.
