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Share TREC Forms

As a Texas real estate professional there are often times that you would like your clients to complete portions of the TREC forms. The current workflow typically entails emailing your clients the form and then waiting for them to complete it (many times with multiple revisions), sign and date the form and then send it back to you via fax or email.  In addition to degrading the quality of your document due to multiple transmissions back and forth, you are wasting precious time waiting for your customer to fax or email the form back to you.

Our goal at BULL Forms has always been to make your jobs easier. Completing Texas Real Estate Commission (TREC) forms should not require hours of work.  Great news, BULL Forms has a feature to help you save time … Share

Sharing TREC Forms

Once you are ready to share a form, click on the share icon from within your form, outlined in red below: Share Texas Real Estate Contract   Once clicked, a window will open requesting that you enter the information on the parties that you would like to share the document with.

Send TREC contract for completion

You can send the email to multiple parties by entering a comma between each of the emails.  Also, you should enter some descriptive comments so that the parties you are sharing your document with are aware of what and why they are completing the form.

Once completed, the parties will receive an email like the one illustrated below:

Email TREC contracts

The link will expire after 7 days.  If the parties you shared the form with are having issues clicking on the email, instruct them to copy and paste the link into their web browser.  Once they have clicked on the link they will be taken to the TREC real estate contract you chose to share with them.  It should look familiar to you as it is similar to our classic view.

Share TREC Forms View

Once they have completed entering their information they will click on the submit button.

Once your clients click on the submit button, you will receive an email informing you that the parties have completed the form you requested.  The email is sent to the account you have registered with BULL Forms Texas and looks like the image below:

TREC Contract Completed

When you log back into your account the form will have all of the information your parties entered into the document.  You can now send this document to them for e-signature.

The sharing feature is available for all of the forms, therefore, you can share a contract with an attorney if they would like to review a contract or with any other interested parties.

Thank you,

BULL Forms Team

TREC Contracts Clause Library

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NEW CLAUSE LIBRARY FEATURE FOR TEXAS TREC FORMS

As of last week BULL Forms Texas enabled a clause library available for all TREC Texas Contracts. As with most features, we try to make them as easy to use as possible. Let’s take a brief walkthrough of the feature.

You can use the clause library to insert your favorite clauses in any field where you see the green + next to field label, like this one:

Texas TREC Forms clause library icon

When you click on the green + button, the clause library will open:

Texas TREC Forms clause library main

From within this window you can create, edit, delete and insert clauses into your TREC Texas Contracts. To add a new clause click on the add new button near the top right corner of the window:

Texas TREC forms clause library main add new

When adding a new clause, you select a title for your clause and enter as much text as you like into the content. If you are inserting a long clause into a small field the text will cut off, so please ensure you pay attention where you are inserting your clauses.

Texas TREC Forms clause library add new view

Once the new clause is added it will appear in your main clause library window. When you are ready to insert a clause into the TREC Texas Contract, select the clause you would like to insert and click on the “insert clause” button as illustrated below:

Texas TREC Forms clause library insert

The clause will automatically be inserted into the field.  If there is text currently in the field, the inserted clause is appended to the end of the current text.

Thank you,

BULL Forms

E-sign TREC Real Estate Contracts

We are excited to announce that we have launched an upgraded version of our e-signature feature for TREC contracts.  In addition to being able to upload any PDF documents and send them out for signature you also have much more control over the entire e-signature process.  TREC Texas contracts still have all of the signature and initial locations pre-mapped, so you do not have to spend any time configuring the locations.

Please check out our introductory video below:

Thank you,

BULL Forms Team

TREC Forms and File Storage = Ultimate Real Estate Tool

BULL Forms is proud to announce the launch of our fully integrated file storage solution.

What does this mean for agents using our product to generate TREC forms?

All BULL Forms Texas users can now upload, share and store all of their files easily using the same familiar interface they have become accustomed to. There is no additional charge to our users and all users have unlimited file storage!

You no longer have to use multiple programs, frequently jumping between programs. Instead you can now easily upload multiple files into your deal and you will have all of the information you need in one easy to access location. Your files are automatically synced into the cloud and available from any computer with internet access using your account credentials.

Let’s see how the file storage solution works. When you log into your account you will now notice that there is a file icon on each one of your deals:

BULL Forms Texas File Storage Icon

Click on the “files” icon to be taken into the file navigator:

BULL Forms Texas File Storage Dashboard

Once within the files dashboard you will be able to navigate between deals to view all files in each of your files.  All of your deals will automatically be listed on the left hand side of the window.  Please note: If you delete a deal, you will delete all associated forms and files!

From the main screen you can choose to create a folder or upload files.  If you want to keep your files nice and neat, you may want to add a new folder, you can do so by clicking on the “Create Folder” icon, you will be prompted to name the folder, as pictured below:

BULL Forms Texas Files Create Folder

Type in your desired folder name and click create or enter to create the folder.  Here is what the folder you just created will look like:

BULL Forms Texas File Folder List

Double click on the new folder to jump in and view its contents.

To upload files lets click on the “Upload” icon.  Click on the “Select” button near the top right corner.  Your browser’s file manager will open.  Select all of the files that you wish to upload.  You can select as many files as you like. Once you have started uploading files you will be shown your progress.  Once all uploads are complete you will see a window like this:

BULL Forms Texas File Upload

If you are done uploading files you can click on the “finished” icon or the “X” on the top right corner of the window. You will now see your files, as illustrated below:

BULL Forms Texas Files Loaded

You have the option to rename, download, share or delete each file.  If you want to send your client or co-worker a file, but don’t want to download and email the file, you can share the file with one click.  Click on the “Share” icon. The file will be shared, and you will see the following:

BULL Forms Texas File Shared

 

Click on the email link and you will see the email window:

BULL Forms Texas Files Email Link

Your client or coworker will receive an email with a link to the file that you have shared. Be careful as this file will be available to any party with the link.  The public view of the file will look like this:

BULL Forms Texas File Shared Public View

All of us here at BULL Forms hope that you enjoy the file storage solution and integrate it into your Real Estate Offices. You now have one location to generate your TREC Texas Contracts and save all of your files!

As always, if you have any feedback or feature recommendations, please do not hesitate to contact us.  You will be surprised how quickly we respond.

Thank you,

BULL Forms Team

BULL Forms Texas is in the Chrome Web Store

BULL Forms Texas web app is live in the Google Chrome Web Store.

Good news for all of our users generating Texas Real Estate forms using Chrome as their web browser of choice.  Our web application is now live in the Google Chrome Web Store.  What does this mean for you? First of all, you can easily install the application by heading to the Chrome Web Store and searching for BULL Forms. Once installed, you will be able to easily navigate to BULL Forms Texas and start generating TREC Forms within seconds. We have outlined the steps to installing the application below:

First head to the Chrome Store chrome.google.com/webstore

BULL Forms Texas Google Chrome Web Store

Now search for BULL Forms Texas:

Search for BULL Forms

When you reach the results page, go ahead and click on our BULL Forms Mascot, “Bob the Bull”

BULL Forms Texas Click on Bob the Bull

You will then be taken to the details page:

BULL Forms Texas Chrome Web Store TREC Forms

Click on install and the magic will happen behind the scenes.  Now the BULL Forms Texas Web application has been installed into your Chrome Web Browser.  You can access it whenever you start up your computer or open a new tab, as pictured below:

Installation CompleteAnd that is a wrap folks.  Click on “Bob the Bull” and you will be taken to your favorite site for Generating Texas Real Estate Forms.  As always, stay on the lookout for improvements and we will notify you as soon as we have added more functionality to the application.

Thank you,

BULL Forms Team

Feature Update – Classic View and Strike Out

We are excited to announce that we have just launched a new way to use BULL Forms.  Most of you are used to seeing a screen such as the one below when completing a contract.

BULL Forms Quick View

We are now calling this view “quick-view.”  Our intentions with this view were to make completing contracts as easy as possible by removing all of the additional text that experienced Texas Real Estate agents do not need to read when completing their contracts.  While reception to “quick-view” has been mostly positive, we have received several requests to be able to view the contract while inputting information.  Another requested feature was strikethrough.  Given that you cannot view the entire text of the real estate contract was not visible in “quick-view” it was impossible to implement strikethrough.

Therefore, we decided to launch “classic-view.”  Now, when you toggle your view to “classic-view” you will see something like the image below:

BULL Forms Classic View

Using “classic-view” you can now see all of the Texas Real Estate Commission (TREC) contracts while you are completing them. You can also easily switch between the views by clicking on the view toggle near the top of the page.

BULL Forms Select View

While you are in classic view you can also use the strike through feature.  Start by clicking on the “Turn Strike Out On” link, as pictured here:

BULL Forms Strike Out

Once you have clicked on the link, your cursor will take a new shape, start by clicking where you would like to begin striking out, drag your mouse along as far as you would like to strike out.  Don’t worry, the tool only allows you to create straight lines! When you have reached the end of the sentence or the end of the area you would like to strike out, click again, you should see something like below:

BULL Forms Strike Out in Progress

Once completed fret not, it is possible to remove the strike out from the document.  You can do so by clicking on the red “X” at the end of the line, as highlighted below:

BULL Forms Remove Strike Out

This about wraps up our coverage of our new “Classic-view” and strike out features.  Now get out there and generate some Texas Real Estate Contracts and make some deals!

As always, if you have any questions or concerns, please drop us a line.

Thank you,

BULL Forms Team