Managing Lockboxes

I keep track of all inactive lockboxes here: https://docs.google.com/spreadsheets/d/16xtPFt-rV29p5wHG1ZNLupEWmFoQ7a9kGuuQdwumO3Y/edit#gid=0

I keep track of all Lockbox Purchases here: https://docs.google.com/spreadsheets/d/1nAzlgZ2wYqhu93CDWdL5b7CRyWLiQ-x4FvZXvOp8moY/edit#gid=0

When an agent would like to purchase a lockbox, please use the following information:

We charge $75.00 per lockbox. (Supra)
We charge $15.00 per combo lockbox.

Once they confirmed that they would like to go ahead and purchase it, send the following email to them and cc Eric:

"Hey xxx,

I attached the ABOR form that you'll need to complete and send over to Eric for signature to get the lockboxes transferred over to you. The details on the top will be Eric's. Once the form is signed, you can submit it to ABOR at support@abor.com. Please keep in mind that Eric will only sign the form once payment is received. You can respond here to both Eric and me once payment is submitted.

Your lockbox serial number(s) will be the following:

xxxxx
xxxxx

As for payment, your total comes to $xx.xx We accept payment via ACH, Credit Card & check. I attached our information. If you would like to pay via credit card, please give me a call so I can take your credit card details.

Please let me know if you have any additional questions."

Here is the form you will attach to the email:

Here is the document with our ACH details:

Offer a lockbox that we have at the office currently and have them pick it up after forms were submitted to ABOR and payment was received.
You can save their credit card details in Stripe. If you don't have access to Stripe, please save it in a password protected document.

The last step would be to let Sign Otter know that the agent now owns the lockbox(s) and state the serial numbers. Sign Otter needs to update the "Owner" section on their side.