Here are the high-level steps you need to take to transact on Side App.
Listings
- Click on Create Listing near the top left
- You will start by filling out the property address
- You will then fill out the Cover Sheet
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Once all required fields on the Cover Sheet are filled out, the Documents tab will then become active.
- Click Documents on the left side panel
- Click Templates and select a contract template or click Custom Templates to select one of your templates
- To add additional documents and disclosures, click +Documents and search by name or abbreviation
- Fill out and complete the documents
- Click Prepare Envelope
- From within the message window, edit subject field and body as necessary
- Click Send
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Manage offers on your listing by clicking the Offers tab in the listing
- Add Offer in the top right will prompt you to fill out offer and buyer details
- Use Offers tab for the accepted offer or to manage and compare multiple offers for your listing
Offers
- Click on Create Offer near the top left
- You will start by filling out the property address
- You will then fill out the Cover Sheet
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Once all required fields on the Cover Sheet are filled out, the Documents tab will then become active.
- Click Documents on the left side panel
- Click Templates and select a contract template or click Custom Templates to select one of your templates
- To add additional documents and disclosures, click +Documents and search by name or abbreviation
- Fill out and complete the documents
- Click Prepare Envelope
- From within the message window, edit subject field and body as necessary
- Click Send
Resource: To see our training walkthrough videos on creating your first offer and listing agreement, click here.