How to Activate the Instanet App: Apple Version

As you may have heard; you now have complete access to your transactions on your iPhone and iPad with the new Instanet mobile app, and it won’t cost you an extra penny to use it!

Please note: An Android version of this app is being developed. Continue reading

Instanet Quick Tip: Add Trusts and Trustees

One of the top questions we get from our Members is ‘How do I add a Trust and its Trustee to my forms?

It’s fairly straightforward but it’s a bit hidden in the contact profile, so it can be hard to find until someone shows you the steps. We will go over the process in this tutorial. Continue reading

Instanet Quick Tip: How to Make a Template

Templates are sets of pre-arranged forms in Instanet that you can add to your transaction with just a click. Therefore using templates will make you faster and reduce uncertainty.

You can create as many templates as you wish, and create them for any type of transaction. We’ve seen that the most common are templates for the buyer-side and another for the list-side. Continue reading

Instanet Quick Tip: Customize your Agent Dashboard

Instanet has a brand-new look — part of this user-friendly upgrade is the fully-customizable Agent Dashboard; the homepage of your Instanet account. Click to view/print the Agent Dashboard User Guide

Just like glancing at your speed and gas gauges while you drive; the Instanet Agent Dashboard is meant to show you, at a glance, the most important and up-to-date things you would want to know about transaction management. Let’s learn how to customize it to best suit your needs. Continue reading

Easily Add Multiple Forms to Have Digitally Signed (OLD VERSION-LITE)

This is a new feature in the “Lite” and “Pro” views of Instanet that will make creating digital signings (that require more than one form) more intuitive and easier! Continue reading