This guide outlines the steps agents can follow to raise fund requests using RealtyAssist, covering both in-person and remote signing scenarios.

In-Person Signing Process

1. Select RealtyAssist as the Payment Option

   • During the agreement setup, select "RealtyAssist" as the payment option.
   • When selecting the field "Expenses are payable on...", options will appear as a scrollable list at the bottom of the screen.
     
     
   
   
   

2. Vendor Signatures

   • Once the agent has obtained the vendors' signatures on glass (in person) and the agreement is fully executed, the agent will be prompted with a button for RealtyAssist.

   
   
   
   

3. Send Fund Request

   • Selecting the RealtyAssist button will trigger a final confirmation modal displaying the mobile numbers of all vendors.
   • Tap "Done" to send the fund request to RealtyAssist.

   
   
   
   

Remote Signing Process

1. Setup Agreement

   • Follow the same steps as the in-person process up until the signing stage.

2. Vendor Remote Signatures

   • Once the agreement is signed remotely by all parties, navigate to the main Agreements page of RTA for the listing.
   • Click the ellipsis ("⋮") next to the relevant agreement.

   
   
   
   

3. Send Fund Request

   • You will be presented with options, including the ability to send a fund request.
   • After selecting this option, finalise the process by confirming the vendors’ mobile numbers in the modal.

   
   
   
   

Important Notes

• Agreement Execution:
  Both processes require the agreement (authority/Form 6) to be fully signed and executed before the option to send the fund request appears.

• Delayed Fund Request:

  If the fund request is not sent immediately after signing, the agent can access this function later by selecting the ellipsis ("⋮") on the main agreements menu.