5,359,300
I can't remember the last time I gave a client a paper copy of a document. All of my documents are prepared on-line, stored on-line, emailed to clients.
I don't need a receipt. Once I email the documents and they open the email, I have a tracking process that shows they received and opened the email.
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Sam Shueh
San Jose, CA
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Ryan Huggins - Thousan...
Thousand Oaks, CA
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Kathleen Daniels, Prob...
San Jose, CA
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Richard Bazinet /MBA, ...
Scottsdale, AZ
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Lyn Sims
Schaumburg, IL
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Richard Weeks
Dallas, TX
1,465,779
I have apps on my phone that make it into my office away from my office. I can scan, make pdf documents, get into our Team Dropbox account, utilize DocuSign and more. I can store copies and I can provide copies (digital) to my clients and those who need them.
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Christine Kankowski No...
Poway, CA
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
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Pete Xavier
Pacific Palisades, CA
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Bob Crane
Stevens Point, WI
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Ron and Alexandra Seigel
Carpinteria, CA
5,519,962
The vast majority of my document copies provided to my clients are sent via DocuSign.
There are scanner apps you can use on your phone but, you can stop at any Kinkos or Staples, etc. to use their equipment to scan and email from there.
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Anthony Acosta - ALLAT...
Atlanta, GA
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Kathleen Daniels, Prob...
San Jose, CA
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Richard Weeks
Dallas, TX
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Nina Hollander, Broker
Charlotte, NC
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Pete Xavier
Pacific Palisades, CA
420,885
tiny scan on my phone and then pdf to them. The email of the pdf serves as proof they got them.
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Christine Kankowski No...
Poway, CA
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
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Pete Xavier
Pacific Palisades, CA
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Bob Crane
Stevens Point, WI
767,823
Can these be sent electronically? Our documents are all stored in the cloud and the agent can access these whereever they have an internet connection. The email for sending the documents acts as a receipt. In the off chance your clients do not have a means to electronically receive documents, paper copies can always be picked up at the office. Ask admin or your broker to make copies for pickup by your client.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
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Pete Xavier
Pacific Palisades, CA
3,440,615
1. Most all docs are signed electronically. Copies are sent via email in pdf format.
2. Receipt acknowledged by email.
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Debe Maxwell, CRS
Charlotte, NC
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Bob Betel
Sweetwater, TN
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Kathleen Daniels, Prob...
San Jose, CA
192,039
I use the tiny scanner app on my phone to take a photo of the document. It automatically converts the image to a pdf and then I can save it to dropbox. I give the client the originial.
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Debe Maxwell, CRS
Charlotte, NC
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Bob Betel
Sweetwater, TN
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Kathleen Daniels, Prob...
San Jose, CA
4,771,030
DocuSign or some other similar program.
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Debe Maxwell, CRS
Charlotte, NC
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Anthony Acosta - ALLAT...
Atlanta, GA
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Kathleen Daniels, Prob...
San Jose, CA
5,529,553
So many ways to send documents electronically today. If you have your cell phone you are never really away from the office.
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Margaret Rome Baltimor...
Pikesville, MD
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
5,585,039
we have all documents on dropbox.... we can email them...
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
1,872,948
I guess I am the only person left that actually has them wait until a hard copy can be given.
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Debe Maxwell, CRS
Charlotte, NC
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Bob Betel
Sweetwater, TN
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Kathleen Daniels, Prob...
San Jose, CA
3,417,356
I always have my laptop so easy access to them. In the rare spot i may not, i would use teh app on my phone and worst case take pictures of the docs and text or email
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Lyn Sims
Schaumburg, IL
2,600,444
I can use an app on my phone to scan the document and then just text it or email it to the client who is standing right there.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
1,107,898
I rarely have to provide hard copies, except for what I print for my own files. Scanned and emailed for electronic signatures is pretty much the norm.
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Debe Maxwell, CRS
Charlotte, NC
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Bob Betel
Sweetwater, TN
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Nina Hollander, Broker
Charlotte, NC
1,654,812
I'm almost fully digital. I give copies only if I have to.
Also I have a fully functional office at home and do not depend on my work office.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
6,737,642
Cam scan on my phone does a nice job of creating pdf's from anything.
but for most agreements we just use dotloop, and email them a copy.
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Kathleen Daniels, Prob...
San Jose, CA
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Pete Xavier
Pacific Palisades, CA
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Bob Crane
Stevens Point, WI
2,230,538
I email a copy of documentation to clients.
I ask the client to reply receipt of documents.
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Debe Maxwell, CRS
Charlotte, NC
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Anthony Acosta - ALLAT...
Atlanta, GA
679,911
dotloop provides all the receipt of documents. camscanner app and email is an option for copies of documents not in Dotloop (yet).
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
2,714,368
If it's a piece of paper, and not Form Simplicity or some other online forms program:
Take a picture or scan with your smartphone. Email it. Ask them to email or text receipt.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
720,177
Exactly what Nina Hollander said. I'm not sure I understand the questions....
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
2,256,426
I usually scan them copies of everything
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
1,027,657
That's CamScanner that is a great app for your phone to scan docs or DocuSign also has a mobile scanning option. Both allow you to email pdfs, if that meets your needs.
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Debe Maxwell, CRS
Charlotte, NC
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Nina Hollander, Broker
Charlotte, NC
921,504
That portable device we carry about has changed the way we can do business. Receipt comes in the form of acknowledgment via text or email.
It is that codger who says, "I ain't got no email' that truly disrupts how documents are signed and shared.
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Kathleen Daniels, Prob...
San Jose, CA
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Lyn Sims
Schaumburg, IL
544,164
Scan and email the docs.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
5,154,698
Docusign works great.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
3,627,477
I use mailtrack, when I send them an email with attachments it records when they open the file. Of course I save it should they say they never got it.
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Debe Maxwell, CRS
Charlotte, NC
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Kathleen Daniels, Prob...
San Jose, CA
225,576
I always provide copies for my clients, so when they sign the papers, I give them their hardcopy that I printed out for them.
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Debe Maxwell, CRS
Charlotte, NC
3,219,067
I have an app for that. And also the contract isn't paper.
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Debe Maxwell, CRS
Charlotte, NC
92,082
All my documents are available electronically... I can email them or if they are going to need signiatures or timestamps... I'll send via DotLoop. (most of the time)
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Debe Maxwell, CRS
Charlotte, NC
793,769
I have two email addresses so I'll send the doucments and cc myself.
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Debe Maxwell, CRS
Charlotte, NC
1,713,581
117,135
I rarely, if ever, print anything out. eleictronic signatures all the way and emailed copies of all documents. This way there is a record of all items given along with the times sent.
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Debe Maxwell, CRS
Charlotte, NC
3,074,716
Using DocuSign provides immediate digital copies to all signatories.
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Debe Maxwell, CRS
Charlotte, NC
1,543,954
"I'll scan these and send them to you when I get back to the office."
No, but when I send them clients usually reply with "Thanks" which is enough of a receipt.
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Debe Maxwell, CRS
Charlotte, NC
5,189,844
It's rare that I use paper copies - clients want documents emailed (e.g., via Docusign) or I use Dropbox for them to download
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Debe Maxwell, CRS
Charlotte, NC
1,630,986
Docusign, Dropbox, Google Docs/Sheets, etc.
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Debe Maxwell, CRS
Charlotte, NC
2,862,827
As soon as I can...I get them copies is one way
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Kathleen Daniels, Prob...
San Jose, CA
2,343,913
3,986,473
4,322,295
1,266,693
Drop box.... It is paperless here in Silicon Valley.
Have not dealt with paper or printer for years.
4,434,277