As we move forward into 2024, it's crucial to adapt and evolve our practices to meet the demands of the digital age. If you haven't already incorporated video explanations into your document-signing process, now is the time to start. Here’s how to implement this practice effectively:

  1. Record a Detailed Video: For each Docusign request, record a video that walks through the entire document. Highlight key sections and explain any complex terms or conditions.

  2. Send the Video with the Document: Attach the video to your Docusign email, ensuring your clients receive both simultaneously. Clearly state in your email that the video provides a detailed explanation of the document they are about to sign.

  3. Track Engagement: Use the tracking features of BombBomb or Loom to monitor whether your clients watch the video. Follow up with clients who haven't watched the video to ensure they understand the document before signing.

  4. Keep Records: Maintain records of all video explanations sent and the corresponding engagement data. This documentation can be invaluable if any disputes arise.

By taking these steps, you not only enhance your clients' understanding and trust but also protect yourself from potential legal issues. In a profession where clarity and transparency are paramount, investing a little extra time in creating video explanations can make a significant difference.

In conclusion, as real estate agents, our goal is to provide exceptional service and ensure our clients feel confident and informed throughout the transaction process. By incorporating video explanations into your Docusign process, you take a proactive approach to achieving this goal. Start this practice in 2024 if you haven't already, and enjoy the peace of mind that comes with knowing your clients are well-informed and your business is protected.