We use HelloSign at Showcase IDX for our e-signature documents at sign up. HelloSign, owned by DropBox, is a similar program to RightSignature and DocuSign. It is very reliable and is an integral part of the Onboarding experience for new and existing customers.
As part of the onboarding process, every customer will be required to sign at least one document through HelloSign. The email will be from email@example.com. The HelloSign document will be signed prior to any additional documents that may need to be signed. This includes one or all of the following items:
- Instructions Page
- IDX Authorization form from the MLS
- Cover Page to input additional information for Additional Portal process
- Showcase IDX Terms of Service
For existing customers who wish to add another data feed to their account, or add an additional website to their account, we may need to follow MLS direction in how to proceed. We've classified each MLS into a category and have documented their processes to make it easy for everyone.
When a customer enters our system, we send them a document specific to their MLS from HelloSign. HelloSign will send an email to each of the signers letting them know that a document is on their way, as shown below.
Generally, the first signer in the sequence (which is typically the agent) will receive an email with a call to action inside that will load the document in a new screen. This may be resprented by a blue "review & sign" button, as illustrated above. They'll be prompted to fill out the required fields in the form, and submit their signature.
The next signer, usually the broker, will receive a similar email and be prompted to complete their part of the document, and submit their signature.
Showcase Onboarding will receive the document and finalize it. From there, Showcase Onboarding will take over and follow the instructions specific to that MLS. Learn more about the different MLS categories and the estimated time for approval here.
In some cases, the HelloSign document contains instructions for the agent to complete on their end. The documents should be carefully read and instructions carried out promptly to avoid onboarding delays. If the agent needs to take steps, the agent can expect a follow up email with the instructions to complete.
The e-signature documents must be completed in HelloSign. Showcase IDX will not accept a downloaded and signed PDF. This will only delay the process as we will instruct you to complete the document via HelloSign.