DEMONSTRATE YOUR HARD WORK WITH
Transaction MemoTM
Help clients view their transactions and get advised in real-time.
Elevate client experience. Increase team productivity.
Residential Listings
- Unlimited custom statuses (Virtual tour, Open house, Property brochures, Email campaigns, Broker tours, etc.)
- 5 listing statuses (New, Preparing, Active, Pending, Closed)
- Unlimited transactions and activities
- Unlimited documents and attachments
- Flexible member roles (sellers, buyers, escrow, inspections, etc.)
- Private and group messaging
- Robust notifications
- Calendar & auto-reminder of deadlines
- Web management dashboard
Make Sellers Outrageously Happy
Residential Purchases
- Tracking multiple contract contingencies (financing, inspection, disclosure, appraisal, sale, etc.)
- Flexible member roles (seller, buyer, agents, coordinators, third-parties, escrow, etc.) with assistant mode
- Private and group messaging with robust notifications
- Unlimited documents and attachments
- Unlimited transactions and activities
- Calendar view & auto-reminder of deadlines
- Management web dashboard
- user and transaction management
- web chats & notifications
- customizable for branding purposes
Home Mortgages
- Comprehensive application statuses (12 detailed statuses from Collecting documents to Funded)
- Status change notifications and customizable colors
- Unlimited transactions and activities
- Unlimited documents and attachments
- Flexible member roles (escrow, buyer, seller, loan processor, appraiser, inspectors, agents, etc.)
- Private and group messaging
- Robust notifications
- Calendars and auto-reminders of deadlines
- Management web dashboard
Ready to modernize your business?