You are viewing our site as an Agent, switch your view below:

Agent | Broker     Reset Filters to Default     Back to List

Settlement Room by Emphasys

Settlement Room is a user-friendly transaction management system that has been designed for direct use by brokers, agents and teams without the need for transaction coordinators. Most recently Emphasys has made a number of enhancements to the product to improve the user interface making it one of the most user friendly transaction management products on the market today. Settlement room provides transaction workflow management, communication with all parties in the transaction and the ability to schedule tasks for all participants as needed. Tasks can be scheduled using fixed dates or dates based on other events, such as making one task due so many days after another event.

The document manager is included with Settlement Room and is not offered currently as a stand-alone. Easily email documents into your transaction websites.

Settlement Room provides:

  • The ability to fax documents into your transaction websites
  • Ability to distribute transaction documents from your website
  • Ability to attach transaction documents to orders and emails by just checking a box
  • Ability to set permissions as to who can view any document
  • Ability to store common documents for use in multiple transactions

In terms of communication, Settlement Room does a good job of sharing transaction data with everyone involved in the transaction.

Communication features include:

  • Ability of all participants to post and read messages
  • Ability to restrict message access to selected participants
  • Ability to schedule messages to be automatically sent by email
  • Inclusion of special tools to automatically request and manage Showing Feedback
  • Ability to Import and manage contact lists, and synchronize with MS Outlook
  • Ability to automatically invite common participants into each new transaction
Other articles of interest: AgentOffice |