For Transaction Coordinators, Teams, and Individual Agents
Real Transaction Management,
Down to Every Deadline
DEADLINE MANAGEMENT, DONE
DEADLINE MANAGEMENT
» Custom Templates Broken Out by Transaction Phase
» Deadline Notification Email
» Property Specific
» Highlighted Deadlines – Due Today, Due Tomorrow & Overdue
» Sorted by Deadlines Specific Status
» Color Coordinated by Due Date
TEMPLATES
» 100% customizable transaction templates
» Seller or buyer specific templates
» Broken out by each phase of the transaction, Seller/Buyer Deadlines, Under Contract Deadlines and Closed Deadlines
» Phase specific templates, Seller/Buyer Deadlines, Under Contract Deadlines and Closed Deadlines
• Means you do not have to create a new transaction if first contract terminates
» Unlimited number of templates per account
NOTIFICATIONS
» Start your day with Due Today, Due Tomorrow and Overdue Deadlines for every transaction
» Easy and Clear to read, separated by property
» Never miss a deadline again
DEADLINE SPECIFIC STATUS
» Transaction specific status for each deadline includes; Open, In Progress, Sent to Client, Sent to Other Agent, Waiting for Upload, and Completed
» Know who each deadline is waiting on with a single glance
» Follow up is an ease when you know who to follow up with
» Never miss a deadline again
HIGHLIGHTED DEADINES
» Easily see All Due Today, Due Tomorrow and Overdue Deadlines
» First thing you see on the Home Page
» Manage these deadlines with one click
» Never miss a deadline again
TRANSACTION MANAGEMENT, done
TRANSACTION MANAGEMENT
» Property Info Column
» Automated Client Deadline Communication
» Easily Generate Custom Client Under Contract Next Step Email
» Easily Generate Custom Client Closing Day Info Email
INFO COLUMN
» Contact info for all parties of the transaction including; Seller/Buyer, Other Agent, Title Company, and Lender
» Time stamped note section for important details on the transaction
» Transaction Details including; commission amount and sales price
CLIENT EMAILS
» Complete control on what your clients see, or don’t see
» Completely customizable for each transaction
» Daily email with selected only deadlines, Due Today, Due Tomorrow or Overdue
» Emails are branded with your signature and photo
TRANSACTION EMAILS
» Send a customized under contract next step email with a push of a button
» Send a customized closing day info email with a push of a button
» Save time while giving the info your clients need within seconds
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Compliance Support, Done
COMPLIANCE MANAGEMENT
» Only you see documents Compliance features
» Built in Document Waiting for Upload Status
» Document Waiting for Upload Page
» Property Specific Document Storage
UPLOAD STATUS
» Waiting for Upload status appears as completed deadline for sellers/buyers
» Easily see what documents you still need to upload to your brokerage platform
» Waiting for Upload status does not appear on home page or daily notification emails
» Never miss uploading a document to your brokerage
» Always get paid at closing
UPLOAD PAGE
» Easily access any transaction with a document still needing to be uploaded to your brokerage
» Manage with a single click of a button in real time
» Broken out by property
DOCUMENT STORAGE
» Every transaction has it’s specific document storage area
» Store documents by each phase of the transaction, listing docs, under contract, closed
» Easily find any transaction you ran through Donelines with property search
» Stores for up to 7 years, complying with state requirements for document storage
» All transactions saved as long as you have any active account with Donelines, including free version
» Stays with you, not your brokerage, so you don’t have to worry about losing your documents if you switch brokerages
