Transaction Management

Create, Collaborate, Manage and Automate the entire transaction life cycle. All parties, fee breakdown, eMarketing and more under one roof. Best of all, you can create your transaction files in under 30 seconds! No need to be tech-savvy. We’d rather you focus on servicing your clients.

Upload, Review and Manage transactions virtually Review files and communicate anywhere quickly and effectively Scan, Drop, or Upload documents directly into the system Leave digital notes and track progress

Automatically create and track dynamic task lists and transaction doc lists Apply pre-defined workflow tasks and select “drip” email campaigns for automated follow up Invite parties to collaborate via the transaction portal link Determine access to documents, commission breakdown and other parties

Track commissions, referrals, taxes, fees and splits Generate semi-custom property flyers Built-In trigger-based auto responders Assign Email “drip” Campaign(s) on a per-party basis Proprietary ChimpSign digital signature integration content goes here

And for those of you that need and want a transaction coordinator, one will be assigned to you for $7/hr. Just let us know when you want to start!