Create Contract Templates in GenieREI

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Create Contract Templates in GenieREI

This video walks you through how to build a contract template and send it to a seller for signature.

Building Your Template:

1. Go to the Contracts tab → Templates
2. Open an existing template or create a new one
3. Any field you need to fill out yourself — use a Text Field set to Filled by Sender
4. For seller name — always use a text field filled by sender so you can customize it (e.g. John Doe by Jane Doe, Power of Attorney)
5. For checkboxes (like agreement options) — add a Checkbox and set it to not required since only one option will be selected
6. For signatures — drag in a Signaturefield:
   • Seller signs as the Contact
   • Your company signs as a Company Email (e.g. tc@yourcompany.com) so your TC can sign without you
7. If you have multiple entities, leave the company name as a text field so you can choose which entity is buying
8. Hit Save when done

Sending a Contract:

1. Go to Contracts → Templates, find your template, hit Use Template
2. Fill out all the text fields — address, price, dates, seller name, etc.
3. For multiple sellers — hit Recipients, add the additional contact, and drag in their signature and initial fields
4. Hit Send — or share via link if preferred
5. The system saves the contact automatically

Tips:

• You can upload your own purchase agreement or use the GenieREI template
• If you want to re-enable the Send Contract button from the status panel, contact the team — just note the draft view won't show pre-filled values until after sending, so set a signing order so you can proofread before it goes to the seller