DOCUSIGN TRANSACTION ROOMS

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1 HOW TO GUIDE DOCUSIGN TRANSACTION ROOMS Introducing the Transaction Room which will streamline the document submission process and give you more awareness and control of your transaction. This feature will enable you to: Receive automatic reminders to submit documents Submit your documents to a central location available 24/7 Be confident your documents were received Receive automatic notifications when documents are approved To assist you in using the Transaction Room, we have created this guide. Below is a Quick Start Guide. If you would like step-by-step instructions with screenshots, please go to Page 2. DocuSign Transaction Room Quick Start Guide After you sign your Purchase Contract through DocuSign, you will automatically receive an with the subject line, You ve been Invited to join DocuSign Transaction Rooms Create a DocuSign Transaction Room account by clicking the link in your invitation to join DocuSign Transaction Room Once you create an account, you will be directed to your personal Dashboard. In the Navigation Bar at the top of the page, click Transactions. On the Transactions page, click on the property photo to view the Property Transactions. Once on your Property Transaction page, click Tasks. On the Tasks page you will have at least two tasks, Upload Earnest Money Deposit confirmation and Upload Proof of Funds. If you are vesting in an Entity, you will also have Upload Entity Documents assigned to you. Just complete your tasks and, providing the documents are approved, your file is ready to submit to the seller! To manage your notifications, click My Account, then click Notifications. Just save any changes you make. For technical assistance, please contact your Contract Specialist or us at: OnlineContracts@auction.com

2 2 DOCUSIGN TRANSACTION ROOMS HOW TO GUIDE TO DOCUSIGN TRANSACTION ROOMS Step-By-Step Step 1 Once you submit your Purchase Contract in DocuSign, an will automatically be triggered inviting you to join DocuSign Transaction Rooms. Please click Create My Account to proceed. Step 2 On the DocuSign Transaction Room page, you will see your property at the top of the page as well as the contact information for your Auction.com representative. Click Create My Free Account. Step 3 Enter your information on the Create your Account page

3 3 DOCUSIGN TRANSACTION ROOMS Step 4 After you create your free account, you will automatically be taken to your Dashboard. Click Transactions in the Navigation bar Step 5 On your Transactions page, click the photo of the property you want to review Step 6 On your Transaction Details Page, you will see basic property information including a Map View. Click Tasks Step 7 On your TASKS page, you will see all the tasks assigned and documents needed. NOTE: All transactions will require an Earnest Money Deposit confirmation and a Proof of Funds. If you are using financing, you will see a request for a Pre-Qualification letter. If you are vesting in an Entity, you will need to upload the appropriate Entity documents.

4 4 DOCUSIGN TRANSACTION ROOMS Step 8 Please click on each task to upload the appropriate document and complete the task. Below is a view of Upload Earnest Money Deposit task. Click the Earnest Money Deposit icon as shown. Step 9 After you click the Earnest Money Deposit icon, you will see a popup page entitled Assign Document. Click Upload a new document then select the appropriate document and click SAVE. Step 10 Complete your remaining tasks by repeating Steps 8 & 9. Once your documents are approved by your Auction.com Representative, your file will be complete and submitted to the seller!

5 5 DOCUSIGN TRANSACTION ROOMS Step 11 Manage Notifications To manage the number and type of s sent to you, click My Account, click Notifications and then Save.