Forms

Your Broker Brain system comes with a number of forms that are commonly used in REO transactions. The forms that are available for each property depend upon the owner assigned to the property. Currently, the system is loaded with Form Sets for Fannie Mae (All but 3 of Fannie Mae forms are in the system. The remaining 3 will be added soon) and Freddie Mac. You should determine the Form Set for all of your owners when you enter them into the system. (For information on how to do this, see the Owners section under Admin Tab>)

Forms can be added to your property from two locations: Forms and Offers

Adding Forms to Your Property from the Forms Section

Forms that are not directly related to offers are located in this section.

1. To add these forms, click on Forms from either your side navigation bar or from the pop-up that appears when you move your mouse over the Properties Tab of your bottom navigation bar. The following screen will appear:

2. Click on the + next to Add New Form and the following screen will appear:

3. Select the form that you want to add from the drop down and click on Add. The following screen will appear:

To edit the form once you have added it to the property, click on Edit and a writable copy of the form will appear. Once you have completed your edits, click on Complete at the bottom of the form. You also have the ability to email the form or to download it to your computer once you have completed it.

Adding Forms to Your Property from the Offers Section

Forms that are directly related to offers are added from this section

1. To add these forms, click on Offers from either your side navigation bar or from the pop-up that appears when you move your mouse over the Properties Tab of your bottom navigation bar. A portion of the screen that appears is below:

2. Click on the Forms Tab which is highlighted in Red in the screenshot above. The following screen will appear:

3. Click on the + next to Add New Form and the screen below will appear:

Note: It is important to remember that the forms that are available in the drop down depend upon the owner and the Form Set chosen for that owner. The screenshot above is from a property using a Fannie Mae form set.

4. Choose the necessary form from the drop down menu and click Add. The following screen will appear:

5. Click on the + next to the Form Name and the following screen will appear:

As with the forms mentioned in the previous section these forms can be edited, emailed, and downloaded to your PC, by clicking the appropriate buttons above.

Adding Notes and Attachments to Forms

The process for adding notes is similar throughout the system. However, when adding Notes to forms, there are some special considerations which merit mention here. There are certain forms in the system that are appendable forms i.e. pages can be added to the end of them. This is done by adding an attachment through a Note.

1. Click on the New Note icon and the following screen will appear:

2. To add an attachment to the form, click Browse and find the file that you want to attach. Note: Even if your sole reason for the note is the attachment, you will still need to type something in the Note field in order to be able to add the note. "Addendum" may be appropriate in this circumstance. Once you have done this, click Add. A screen like the one below will appear:

Note: In the above example two files are attached to this form, an .xls file and a .pdf file. Notice that only the .pdf file can actually be appended to the form. To append the .pdf file to the form, click on the drop down and you will have the option to make this attachment addendum 1-10. Once you have done this the .pdf will actually become part of the form

Important:

No other file format can be appended to the form. File formats such as .xls, .doc, etc can be attached as above, but they will always remain as separate items.
Not all forms are appendable. Currently, the Purchase Addendum Letter, and the Purchase Addendum Legal are the forms that allow this option. If the selected form is not appendable, the drop down menu simply will not appear, even if the attachment is a .pdf file.

To make sure that your system is setup properly for acrobat and using the forms system, please watch the video below: