For Transaction Coordinator Businsesses
Manage More Transactions, With Less Effort
Better service offerings, DONE
BETTER SERVICE OFFERINGS
» Daily Deadline Notification Email
» Document Storage
» Transaction Management Back-Office
EMAILS
» Email branded signatures
» Each Client receives daily email with deadlines Due Today, Due Tomorrow or Overdue
» Deadlines broke down by property
DOCUMENT STORAGE
» All transaction documents uploaded to each specific property
» Accessible even when archived
» Clients able to access documents as needed with their specific login
CLIENT BACK-OFFICE
» Each Client receives unique login
» Only see transactions they are assigned to
» Access to property specific notes
» Access to all transaction details, including contact info, commission splits, Transaction Coordinator fees and more, all transaction info in one place
Better Productivity, DONE
BETTER EFFICIENCY & PRODUCTIVITY
» Automation Tools
» Deadlines Management
» Waiting for Upload Status
Automation Tools
» Property specific deadline management
» Notification Emails for you and your clients
» Next Step Emails for when buyers go under contract
» Closing Day Emails for buyers and sellers getting ready to close
Deadline Management
» Broken out by Due Today, Due Tomorrow and Overdue
» Deadline status for easy follow up – Sent to Client, Sent to other Agent, In Progress, Waiting for Upload, Completed
» Deadlines/Tasks broken down by specific property
Waiting for Upload
» Ensure you know which documents need to get uploaded to your client’s office compliance department
» Never miss uploading a document again
» Only visible to Transaction Coordinators, not your clients
Better business tools, DONE
BETTER BUSINESS TOOLS
» Better Financing
» Team Only Tools
» An Edge Over Competitors
BETTER FINANCING
» Projected income based on homes currently Under Contract
» Actual income based on homes closed year to date
TEAM ONLY TOOLS
» Internal notes that can only be seen by Transaction Coordinators on your team
» Deadlines specific to your Transaction Coordinator duties, hidden from your clients
AN EDGE OVER COMPETITORS
» Standout from the competition with complete transaction management software
» Informational flyers showcasing your transaction management software to clients and potential clients
» Provide more value with automated email tools
» Manage more transactions, with less energy and effort
