Glide - How to Send Out Forms to Clients - Bay East

Mar 31, 2018
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Streamline Your Client Experience with Glide

Hotline Realty, a leading real estate agency in the San Francisco Bay Area, introduces you to the powerful tool called Glide. In this guide, we will walk you through the process of sending out forms to your clients efficiently and effortlessly.

Why Choose Glide?

Glide revolutionizes the way real estate professionals handle paperwork and simplifies the entire process. With its user-friendly interface, providing you with a seamless experience, Glide makes client interactions smoother and more productive.

Step-by-Step Guide to Sending Forms

Follow these simple steps to send forms to your clients using Glide:

  1. Create an Account: Begin by creating your free Glide account on the official website of Glide.
  2. Log In: Once you've created your account, log in to Glide using your credentials.
  3. Select the Client: Choose the client to whom you want to send the forms. Glide makes it easy to manage your client database.
  4. Choose the Form: Select the appropriate form from your collection or create a new one using Glide's intuitive form builder.
  5. Customize the Form: Personalize the form by adding your branding elements, such as logos, colors, and contact information.
  6. Review and Confirm: Double-check the details and content of the form to ensure accuracy and completeness.
  7. Send and Track: Hit the send button! Glide will generate a secure link to the form, which can be conveniently sent to your client. You can also track their progress and receive notifications for completed forms.

The Benefits of Using Glide

Glide offers several advantages for real estate professionals:

  • Time-Saving: Sending forms through Glide eliminates the need for printing, scanning, and faxing, saving you valuable time and resources.
  • Enhanced Client Experience: Clients can easily review, complete, and sign forms online, providing them with a hassle-free experience and saving them from the inconvenience of physical paperwork.
  • Secure and Compliant: Glide ensures the confidentiality and security of your clients' information through encryption, protecting sensitive data from unauthorized access.
  • Collaboration Made Easy: Glide enables seamless collaboration between real estate professionals and clients, allowing quick and efficient communication.
  • Accessible Anytime, Anywhere: With Glide's cloud-based platform, you can access forms and track their progress from any device with an internet connection, giving you flexibility and mobility.

Start Using Glide Today

Ready to simplify your real estate paperwork and enhance your client experience? Sign up for Glide now and enjoy the numerous benefits it offers. Join the growing community of real estate professionals who have embraced the future of digital transactions with Glide and Hotline Realty!

Padmini Rampersaud
Glide has completely changed the way I handle paperwork as a real estate professional. Highly recommend!
Nov 10, 2023