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loadingDOCS

User Product Rating

5 out of 5 by 1 User(s)

Product Description

LoadingDOCS_Colour

Close Transactions More Efficiently

Stop chasing paperwork. Remove the back and forth between your agents and your staff with our transaction management and paperless document storage solution, loadingDOCS. With loadingDOCS you can be truly seamless and remove duplicate data entry. Whether your agents submit transaction documents manually or electronically, everything will funnel into place with loadingDOCS. loadingDOCS provides you with the tools to:

  •  Upload a package of PDFs for your transaction and split into the appropriate documents
  •  Automaticly track all documentation required for each transaction and listing
  •  Fullly integrate into brokerWOLF through transactions

 Automate document status change notifications including:  

  • Reminder of missing documents
  • Office staff approval
  • Notice of incomplete documents

 Document checklist allows for easy management of deal documentation, with configuration for:  

  • Property type
  • Due date
  • Each agent and staff receives their own loadingDOCS clipboard
  • Users can share clipboards
  • Preview of uploaded documents

User Product Rating

5 out of 5 by 1 User(s)


Editor's Review

Product Review: loadingDOCS

A look at Lone Wolf's new document management solution

Kelly Phelan Go to Profile Kelly Phelan
Submitted: 02/19/2014
Submitted by: RET Staff

lwolf_loadingdocsOver the past few months, we've been publishing reviews of each component of Lone Wolf's Complete Enterprise Solution. So far, we've covered their back office solution, virtual front office system, a new automated drip marketing program, and even a website and marketing platform for agents.

Every piece of the Complete Enterprise Solution fits together, with data from each program flowing seamlessly into the others. For our final product review of the year, we're focusing on a new piece of the puzzle that enables brokers, agents and administrators, based on permissions, to manage transaction documents, workflow and checklists from start to finish from within Lone Wolf's software suite.

loadingDOCS is a document management and storage solution that integrates seamlessly with the Complete Enterprise Solution. Here's a brief look at what it offers:

  • Ability to split a package of PDFs into the appropriate documents
  • Automatic tracking of all required documentation for each transaction and listing
  • Integration with brokerWOLF transaction data
  • Compliance with regulatory standards in the U.S. and Canada
  • Automated document status change notifications
  • Document checklist for easy management of deal documentation
  • Individual loadingDOCS clipboard for every agent and administrator
  • Ability to share clipboards with other users
  • Preview of uploaded documents
  • Client portal for buyers and sellers to access necessary documents
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