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Revocation

We cannot give any guarantee of legal security for the use of the templates / texts. We ask for your understanding that we as a company cannot give binding legal advice.

Attention: All texts, languages, templates and confirmation options are shared by the _agreementLink and _Widerrufslink macros, so changes always affect both.

The macro _Widerrufslink link does not meet the requirements as of 12/23/2020 for brokerage agreements. Please replace the macro – with an appropriately configured macro _agreementLink .

Introduction

Detailed information on how to use the agreementLink and a sample withdrawal procedure can be found at the agreementLink itself. 

You can prepend queries such as confirm revocation or T&Cs to a download. Only after the necessary information and confirmations have been made, the download can be started. Which text modules, their order, obligation for download, confirmation text and some of the options can be defined in the process.
The text modules are then displayed as a single query on the web page.

In addition to setting text modules and options to active/inactive, you can control this via macro parameters. If there are no entries in the macro, the ones active here are displayed.

Please remember: The active / inactive status of text modules is not taken into account as soon as text modules are explicitly specified in the _agreementLink macro.

The texts are integrated via the CK editor and can be provided with text formatting via this, or links and images can be integrated.

If you use the multi-language module , you can select the language for which you want to store the texts here. Languages for which you do not have a translation show the German texts.

If you use the group module, you can configure therevocation for each group individually.

Preview

The compilation of the queries, their texts and their position is complex. So that you don’t always have to send an email to see changes, there is a “Preview” function at the bottom of the Actions bar. This opens a sample web page and displays the active text modules with their configuration and the languages and options set. No activities or confirmation emails can be sent via the sample page.

Attention, the preview does not replace the check by a test email. Please always send yourself a test email for one contact record and one property to check the complete process including activity and agent’s log entries. This is especially important if you use groups and / or multiple languages.

Settings

With the multi-language module or the group module the output of the text modules is influenced by the language and settings at the office groups.

In general, the following order applies: Information for the language of the contact, otherwise the German texts and information from the group before the information from the basic settings.

Language dependent settings

The category “Language dependent settings” is displayed without the multilingual module as well, the selection of the “Language” in it only with the multilingual module.

The title of the web page for the query, the label for the “Confirm button” at the bottom of the page and the title of the web page on which the downloads are listed are specified here. Additionally, the email template can be specified here, which will be sent to the interested party after the confirmation of the queries. This is important when confirming the revocation.

Below this, the individual text modules are arranged as fold-out boxes. You can also add more blocks via the Actions bar. The configuration of the text modules is explained in a separate section .

Labeling for the “Confirm button”

The labeling for the “Confirmation button” must be designed in Germany depending on the type of commission (internal / external commission). onOffice enterprise automatically selects the correct text depending on the assigned real estate.

The decision is based on the fields “subject to commission”, “commission-free” and “external commission” in the property. If the “Subject to commission” field is set, the text for “With external commission” is displayed. If the “Commissionable” field is not set, but the “Commission-free” field is set, the text for “without external commission” is displayed. If neither field is set, the “External commission” field is checked. If a text is stored in the field, the text for “With external commission” is displayed. Without a text, the text for “Without external commission” is displayed. In all other cases, the text for “With external commission” is displayed.

You can also control the text displayed in the macro using the parameters buttontextIMA (text for “With external commission”) or 
buttontextIOA (text for “Without external commission” ).

Language independent options

The “Language-independent options” category is located on the right side.

  • Display confirmation boxes collectively: The confirmation boxes are displayed collectively at the end of the revocation form instead of behind each individual text module.
  • Confirmation to user: The confirmation email to the user summarizes which of the text modules the customer has accepted and shows the content of the text modules and the confirmation texts in detail. You can set whether or to which mailbox the email should be sent.
  • Send “Confirmation revocation” template to customer: It can be set whether a confirmation email, which text modules the customer has accepted, is sent to the customer email address to which the revocation link was also previously sent.
  • Sender email address: Here you can set the sender email address for the confirmation email to the customer. Either the email can be taken from the basic data or the same sender as when sending the revocation.
  • Copy to user: You can set whether or to which mailbox a copy of the confirmation email should be sent to the customer .

Text modules

The text modules are displayed as expandable / collapsible boxes. The title bar of the box shows the position, the name of the box, if the query is a mandatory for the download, a checkbox to activate / deactivate the box and the “triangle” for folding in and out.

Some text modules are predefined, some of which are filled with sample texts. You can change them and also add more text modules.

Macros can be used in all text modules and you can specify the layout via the CKEditor .

The boxes contain all configuration settings, these are visible when unfolded.

You have the option to display the description text for the individual text modules only after the customer has clicked on a link in the confirmation text. To do this, enclose one or more words in the confirmation text with the # character. 
Example: “Yes, I have read and understood the #GTC#!”

For some of the options, an explanation follows here:

  • Show text expanded; if this option is active, the whole text of the query will be displayed on the web page. A minus symbol to the left of the title can be used to collapse the text.
    If the option is NOT active, only the title is displayed and a plus symbol next to the title Add . A click on the plus then displays the text.
  • Output content in ‘Confirmation revocation’; If active, the content of this text module will be output in the confirmation email to the customer.
  • With confirmation (check box): If active, a checkbox is displayed in the revocation form for this text module, which the customer can use to confirm the text module.
  • Mandatory; If this option is active, this text module must be confirmed before downloading / completing the query. The confirmation is saved in the activity / agent’s log entries and if configured via “Set values” also in the records themselves.
  • Confirmation text; The text is displayed next to the checkbox that confirms the query. Attention, the text should clearly assign the confirmation to a query, because the confirmations can also be displayed collected at the end instead of directly at the query itself (language-independent option “Display confirmation boxes collected” or pileupconfirm as an option in the macro).
    You can also display only the confirmation text and make the query accessible behind a link. To do this, you must enclose the desired word with the # character in the confirmation text. On the web page, the word is incorporated as a link and the text content of the query is then displayed. Example: Yes, I have read and understood the #Privacy Agreement#!
  • Property reference required; This option is used to check whether a property is assigned when sending an email containing this query. Without an assigned property, a notice is issued and dispatch is not possible. The option must be set if a value is to be set in a property record via “Set values”.
  • Set values; This allows you to specify for confirming the query as well as for “not confirming” the query, which value should be set in the assigned address / property data record. Example would be the setting of the checkbox for GTC confirmed in a contact record.
    The set values are mentioned in the info email to the broker and also stored in the activities / agent’s log.

    Configuration, T&C Confirmed set in the address when the query is confirmed.

     

Special case of sample revocation and immediate start

The boxes for sample revocation (top and bottom), warning – immediate start, and notice if non-consent immediate start are associated with other queries and cannot be configured further.

Add / remove text modules

You can also display individual text modules on the query page. To do this, you can add another one via the action bar with “Create new text module”. You can change the name of the Tetx module in the title bar. 

To display the text module on the query page you can give the name of the text module as a parameter to the macro _agreementLink – ATTENTION: Please provide the name of the text module as a parameter and not the “Title for customers”.

For all individual text modules, a trash can icon Icon for the trash can is displayed, which you can use to delete the text box again.

ATTENTION: The text box will be deleted even if there are templates that you still use. The macro still works, the text module is then no longer displayed on the query page.

Change from 23.12.2020 – New text module “Contract

Shortly before Christmas 2020, a new law came into force that regulates the distribution of brokerage fees when buying real estate in Germany.

This means that in transactions with interested parties in accordance with the Brokerage Act §656c BGB from 23.12.2020 interior and exterior commission coincide, respectively in accordance with §656d BGB the exterior commission may no longer be higher than the interior commission.

In addition, a new formal requirement for brokerage contracts appears in accordance with “§ 656a BGB Textform”. In future, a brokerage agreement relating to the sale of a single-family house or condominium must be in text form. You can also find more on this topic on our blog.

For this purpose, we have made all the necessary arrangements for you in enterprise. The explanation here is a supplement to the settings below.

In the basic settings under the Revocation tab, a new text module called “Contract” has been added with a sample text for the legal adjustments for commission sharing. This is activated by you as required and queried with the _agreementLink macro.

Please use the explained adjustments to check your settings in the Revocation tab, as well as your email templates for processes.

As soon as you answer a request for a property with the macro _agreementLink (without further arguments), the stored commission agreement appears automatically. Here, all active text modules are taken from the Extras >> Settings >> Settings >> Revocation tab, so you only need to activate them.

If you are still using the “_Widerrufslink” macro in your templates, you would now need to replace this with the “_agreementLink” macro.

After your customer has confirmed the “_agreementLink”, he will receive a revocation confirmation, which is stored under Extras >> Settings >> Basic Settings >> Revocation tab . In this revocation confirmation, there is also an adjustment that you need to make if you use your own template there.

The macro “_cancelationInstruction” is replaced by “_agreementLinkConfirmations”. The macro “_cancelationPlaceholderPrivacyNote” below is omitted here, because the output is done by the “_agreementLinkConfirmations” macro (or already by the “_agreementLink” macro).

If you want to adapt your existing templates and query the new text module “Contract”, extend your macro with the agreementLink to include the entry “Contract”.

Examples:

  • With _agreementLink the new text module is automatically sent along after it has been activated.
  • If you partly handle business with pure internal commission, then you can use the parameters to control the output of the text modules independently of the revocation configuration, for example
    With the macro _agreementLink(Vertrag, Belehrung, Musterwiderruf, Widerrufshinweis, AGB, Beginn, Kontakt, email, pileupconfirm) only the named modules are supplied.

If your prospect confirms the commission agreement, an activity is created for this as usual, which contains a new type of action “Contract”.