Paragon/Glide Integration to Access PEAD Forms

in Tags: Covid 19ParagonPEADZipForm

COVID-19 Compliance – Use Glide to Complete PEAD Form from CRMLS

 

 

PEAD (also referred to as PEAD-V) stands for Property Entry Advisory and Declaration.

It is recommended that real estate professionals comply with the latest COVID-19 guidelines from the CDC and DRE – especially when managing onsite property visits. CRMLS and Glide have teamed up to create a guided workflow to make it easier to create, send, and manage PEAD forms from a listing page.

– Instantly create compliant PEAD forms with one click from the listing page
– Request signatures via DocuSign or Digital Ink and deliver individualized PEAD forms automatically to the listing agent
– Collect and organize PEAD forms for all your listings using a unique link you can share via the MLS, your website, email or text.

The following CRMLS Paragon displays contain the PEAD link across all property types:
• Property System Gird
• Agent Preferred 1
• Agent 1 Page
• Agent 1P MapVw

Glide for Buyers Agents and Listing Agents displayed below.

Accessing Glide from Paragon

From the search results or a detailed agent report in Paragon, click on the Glide icon or Use PEAD in Glide During COVID-19 link.

 

 

 

or from your dashboard, click on the Glide icon to get started

 

 

When in Glide, you have options for Transactions, Buyer Prospects, Forms, and Archived.

 

 

Buyer Prospects

Glide will display a list of Buyer Prospects with their Agent(s) name and date created. You can also create a New Buyer Prospect.

Select the Buyer.

 

 

Select either Suggested (Fill and Sign a PEAD form or Convert to Active Transaction) or Quick Access.

 

 

Add a Property or select a property from the list.

 

 

Add Buyers and/or Other Entrants who will be visiting the property.

 

 

Optional: You can add any exceptions to representations or additional terms.

 

 

Connect to your ZipForm.

Note: You must have a ZipForm account to continue.

 

 

Your PEAD forms will be generated automatically.

You can send them electronically to get signatures via DocuSign.

 

 

Note: You must have a ZipForm account to continue.

 

 

Your report status will be displayed, and you can archive your PEAD.

 

 

Listing Agent

From the Transaction/Overview tab, select Fill and Sign a PEAD form.

 

 

Select who will be visiting the properties.

 

 

Your generated reports will be displayed. They’re ready to be signed.

 

 

You will have a Visitor Log under the Visitors (PEAD) tab.

 

 

Note: You must have a ZipForm account to continue.

 

 

https://youtu.be/LHTl_23p6GA

 

 

Sign up for an upcoming webinar:

Wednesday 8/19 at 1PM PST

Thursday 8/20 at 1PM PST

July 2020

 

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