Posts with tag: best real estate transaction management software
Real Estate Transaction Management for Brokers – What You Need to Know
No matter the size of your real estate deals, they are complicated processes with plenty of paperwork, third party involvement, and cash to go around. For most people in the midst of a real estate deal (whether buyer or seller), the process of closing on that property is the most important thing on their minds....
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Sub accounts and moving transactions
Sometimes company’s with more than one location will need to transfer or move information between offices. For company’s with multiple office locations (Sub Accounts) we have added the ability to move transactions between sub accounts. Now any users with access to multiple accounts can use this new feature. Select Edit within the transaction Select “Move...
Can “Edit” Transactions
For companies who want their agents to initiate a transaction, but do not want them to have access to change the information we have introduced a new permission. Before this update the system would automatically allow users to edit a transaction without any specific permission being enabled. Now Admins can set the permission “can edit”...
The Visibility You Never Had Before
Do you want to see all transactions that require your attention? Understand what you need to do without opening every transaction? Or maybe see all listings and pending sales that were added last week? Or sort them by price or office net? With the new transaction list, you can do it all: access transaction indicators,...
Customize transactions the way that you need
We know how important it is to customize transactions the way you want. Set up fields to allow your team to enter all vital information into the system. Our team was assisting by handling such requests, but we believe that there is a better way to manage this. Starting today, there is a new interface...
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Transaction Wizard & Transaction List
Our recent system updates include: Transaction wizard was introduced to the system We want to change the end-user experience by allowing users to enter all key information during the initial step. In this update, we added total gross commission and also introduced a separate step for contact management. Now you can add new contacts right...
Product Updates: Transaction ID
We would like to thank everyone for all the feedback given to us! The updates listed below are a good example of how our team turns your ideas into time-saving features. None of them were listed on the product roadmap, we’ve added them on top of what we promised. Transaction ID Need to differentiate your...
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