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REI Tech

How to Fill & Sign Docs on Your iPhone or iPad

lolzA Tech Tip From Faculty Jamel Gibbs...

Imagine you've put together solid deal with an above-average payday attached to it. And like a boss, you've slipped away with your family for a little pre-closing R&R in Nowheresville, Montana.

Out of the blue, your phone beeps – a new email just popped in. Still smiling at something one of your kids said, you peek at the message, and your blood runs cold.

It seems your agent needs a document filled out STAT. And it’s got to be signed and returned by the end of the business day today, or the deal you expertly put together for the last three weeks will completely dissolve – along with your expected $30K windfall.

Now imagine two different outcomes to this nightmarish scenario:

  1. In the first, your little vacation comes to a screeching halt as your feverishly search for an Internet café in the middle of Montana so you can (hopefully) print the document, fill it out, sign it, and fax it back to your agent before your hot deal wafts away in a puff of smoke.Not surprisingly, Nowheresville doesn’t have an Internet café, and as your clock ticks over to 5:00, the dawning reality that your done deal is “done gone”.
  2. In the second scenario, you ask your wife to occupy the kids while you handle something that’ll only take a minute. Your practiced fingers tap your phone screen, open the attachment, you fill a few fields on the document, drag and drop your signature into the appropriate field… and return the email to your broker. Bam! Now return to your fun.

Mogul Insider’s Tech Tip

pdf editorFor Mogul faculty member Jamel Gibbs, scenario #2 is an everyday occurrence in his business, thanks to PDF Expert, an ingenious IOS (iPhone) app he recently shared with me.

With PDF Expert, you can fill out, sign, annotate and highlight any Adobe Acrobat-created PDF form with ease on your iPhone or iPad.

Here’s How It Works

  • Open an email message containing a fillable PDF document;
  • Tap your screen to open the document;
  • Fill the open fields on screen;
  • Drop your signature onto the signature screen (or sign your name on screen);
  • Saves the document;
  • Send it on its merry way.

Price and Downsides

iphone text

How much would you pay for this dealmaking application? Are you sitting down?

How about ten bucks?

Yep, for about the cost of a couple of Starbucks lattes, you could be ready for any situation that pops into your inbox, regardless of where you are (or what you’re doing).

As for any drawbacks, I can only see two at the moment:

  1. This app can be used for reading, signing, annotating, highlighting and even filling out a PDF document. But it can't change existing text already on the original document. Not a major thing, but worth noting.
  2. As of the time I'm writing this, I don't see that they have an Android version available. Android/Tablet users, please chime in and share anything similar in the Android marketplace.

Special thanks to Jamel for sharing this tasty tech tip!

Here at Mogul, we want you tapped into the latest technology so you can seize every opportunity that comes your way as efficiently as possible. Add PDF Expert to your iPhone or iPad, and you'll be ready to leap into action no matter where you are, when a paperwork challenge threatens one of your deals.

 
Do It To It! Immediate Action Steps
  • Go get this app if you have an iPhone or iPad! You can find it in iTunes or here.
  • Share PDF Expert with other investor friends, your agent, etc. You'll make their life easier too, and build some relationship equity at the same time!

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