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