Forms Live User Guide - Realworks
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1. aAcGENTBOx Forms Live User Guide Contents How do I link my Forms Live ACCOUNT scsccscsssscssossrectonssscuensescnscussectenssscneussressoussseneussseneousrestensssenees 1 HOW GO PCr eae a EW TONG siuenecunvndeectemucenauncntser inven sus uecaqeecicouteocuoniyavdunse vauy adsecteeuts sauna nntnseaenedecaceseusties 2 How dol open editanexisting TOP 2 wiickeccecncccasspsnetavcoesesaseenechewneasessvsesiebainseabeusveguueesedeauessysiaiebsindeasevantonness 4 How do link my Forms Live Account Open Staff Card Click on Connections Tab Select REI Forms Live from the Connection drop down Enter Forms Live Username and Password Note each Agentbox user needs to have their own Forms Live account 5 Click Login ee I Staff Training Agent Connections Connection REI Forms Live T mir CUAR D gee ee i F n r REI Forms Live Account Settings Forms Live Username Forms Live Password Agentbox integrates with REI Forms Live allowing you to minimise manual entry When the integration is enabled you are able to populate forms using data directly from the listing details stored in Agentbox If you are not currently an REI Forms Live subscriber please click bere to leam more Agentbox Pty Ltd Forms Live User Guide 2014 Eee aAcGENTBOx How do create a new form 1 Open Appraisal or Listing 2 Click on green REI Forms Live button Appraisal 1P0036 54 Burns Road SYDNEY 2000 Full V2. comply with the law and follow corect procedure may prevent the Agent from recovering their commission fees and expenses and or subject the Agent to penalties for breach of the Act and Regulations The Agent should be able to explain the agency agreement to the Principal All parts of the form must be completed An omission may bring about a defective agency agreement enabling a Principal to avoid their financial responaibilities to the Agent licensee may delegate their authority to a salesperson to both inspect the property and sign the sales inspection report and the agency agreement An Agent must not act on the sale of a property unless the Agent has conducted a preliminary physical inspection of the property and on completion prepared and given to the Principal a sales inspection report The practical approach is to complete the sales inspection report discuss with the Principal then complete the agency agreement The agency agreement must be signed by both the Agent and Principal and the copy marked Principal s Copy must be handed to the Principal You are advised mot to deliver ihe sales inspecton report unless you have a signed agency agreement The agency agreement must be served on the Principals within 48 hours in the manner provided by the Act and Regulations Failure to do 20 may result in loss of commission The licence number of the agent must appear on the agency agreement If the Agent fades as a corporation the licence number ia the
3. corporations cence number if as a sole trader the Agents licence number if as a partmership it ia one of the partner s licence numbers The Agents opinion as to the current estimated selling peice or price range must reflect the Agent s tue estimate of the sales price This is important as the Agent may be called upon te substantiate the estimate if there is a complaint to the Office of Fair Trading about underestimating or overestimating prices to consumers The time period for the agency agreement must be completed and should state the period of the fixed term called the Exclusive Agency Period The Principal may however terminate the fixed term period after the end of 90 days by giving the Agent 30 days notice in writing effectively making it a 120 day agency agreement 1 The Agent s remuneration for payment of commission which is calculated as a percentage of the sale price must state the amount of the remuneration calculated on the estimated sale price There is a waming clause to Principals about their Eability to pay two commissions under certain circumstances The Agent should make enquiries of the Principal as to whether the Principal has signed any other current agency agreements If so the Agent should direct the Principal to check the agency agreements as to whether they are sole or exclusive and whether they have expired H there is an existing sole a If you select Download Form to PDF it will automatically download a copy of
4. fields which doesnt have an equivalent field in Agentbox REI Forms Live Action View Existing Form s Form 54 Burns Road Agency Cpi Edit Form EE Edit Form Download Form PDF Re Merge amp Edit Form Overwrite Re Merge amp Download Form PDF Overwrite Note If your form has already been finalised you will be unable to edit the form Instead you will be provided with an option to clone the finalised form and make your required changes Agentbox Pty Ltd Forms Live User Guide 2014 a
5. iew Status Appraisal For Sale Rental For Sale T Lr g Type Residential T ry Category House T Property Name 3 ACTION Select from the dropdown a Create New Form Default Template Standard REI forms b Create New Form Custom Template Your custom REI forms 4 TEMPLATE Select the required template from the Template dropdown 5 FORM NAME Enter a name to save the form you are creating 6 OPTION Select to Merge amp Edit form or to Download form to PDF REI Forms Live Create New Form Default Peni sales Forms Sales Inspec Y Form Name 54 Burns Road Agency Option Merge amp Edit Form Merge amp Edit Form Merge amp Download Form PDF If you select to Merge amp Edit in the Option drop down you will be taken to REI Forms Live to make additions and changes to the form Agentbox Pty Ltd Forms Live User Guide 2014 Ea aAcGENTBOx PTE REI Forms Live New South Wales Google Chrome aE https app reiformslive com au token c65e894c 56f9 4d2a aed4 46bb4008f 2 144form 864495 display alajajmiejals SALES INSPECTION Oreinsy REPORT AND EXCLUSIVE AGENCY AGREEMENT AND CONTINUING AGENCY USER GUIDE This fom has been designed to comply with the Property Stock amp Business Agents Act 2002 the Act and Regulations 2003 the Regulations which commenced 1 September 2003 2 The Agent muat fully understand the terme of the agency agreement Failure to
6. the form which you will not be able to edit REI Forms Live Create New Form Default Y Template p sales Forms Sales Inspec Y Form Name 54 Burns Road Agency Merge amp Download Form PI Agentbox Pty Ltd Forms Live User Guide 2014 O ral aAcGENTBOx How do open edit an existing form 1 Open Appraisal or Listing 2 Click on green REI Forms Live button Appraisal 1P0036 54 Burns Road SYDNEY 2000 Full View Status Appraisal For Sale Rental For Sale T Lr g Type Residential T ry Category linen Property Name 3 ACTION Select View Existing Form s from the Action dropdown 4 FORM Select the saved form you would like to open 5 OPTION a EDIT FORM Opens previously saved form in REI Forms Live so you can make additional edits b DOWNLOAD FORM PDF Download a copy of the previously created form direct to PDF edits cannot be made c RE MERGE AND EDIT FORM OVERWRITE Will completely overwrite existing form and will re merge all property and related contact information into REI Forms Live for you to make additional edits Note this will not overwrite any fields which doesn t have an equivalent field in Agentbox d RE MERGE AND DOWNLOAD FORM PDF OVERWRITE Will completely overwrite existing form fields and will re merge all property and related contact information and download direct to a PDF edits cannot be made Note this will not overwrite any
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