Real Estate transactions can be long-drawn out processes that usually include a plethora of phone calls, emails, texts, documents, signatures, monetary exchanges, inspections, etc. Keeping track of all this can be overwhelming, especially if you do not have the proper back office systems in place.
The best transaction management softwares provide agents and brokers the tools they need to stay on top of every step and activity of every transaction.
The Real Estate Agents and Brokers who understand the importance of real estate transaction/activity management software have an advantage when it comes to streamlining deals. Additionally, the Agents and Brokers who use an all-in-one back office that integrates transaction management with their CRM, E-Signature, Reports, Marketing, Forms Library, and more, have an even bigger advantage when it comes to streamlining deals and managing volume because everything is in one, convenient location.
The right transaction management software makes the entire process more efficient and simple not only for your agents but your clients as well. One of TotalBrokerage’s state-of-the-art, unique transaction management features that simplifies the process is Automatic Transaction Action Plans. These automated action plans streamline the entire process and map out a clear, automated checklist that provides an organized, clear structure for every step of the transaction to ensure nothing is missed.
Having one, centralized location for all of your forms is essential to streamlining transactions. The days of searching through cluttered computer files are no-more. With TotalBrokerage’s Forms Library, you and your agents can create, edit, upload, and store all of your necessary forms, so they can be sent quickly, and easily from any device.
As a Real Estate Broker, you need to have oversight into all of your transactions. With TotalBrokerage, you can track and report on all contacts and vendors in our convenient, centralized activity log.