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Do You Have a Transaction Management Solution? 1 in 3 Agents Don't!
What's the number one way to successfully manage your business during a pandemic? Making sure you are as digital as possible. Going digital allows you to stay connected to clients while managing all the activities associated with a sale or purchase. To accomplish this, you must have a transaction management program. Yet, according to research by the National Association of Realtors, one in three agents don't have one. Let's look at all the benefits of a leading transaction management solution, Form Simplicity, to see why you need one now more than ever. 1. Works remotely, like you do Access everything related to your transactions 24/7, as everything is in the cloud. That means wherever you can connect to the internet, you can access and control your transaction. 2. Collaborate with others You can manage all your forms online and share them with your clients. You can give them access to review the forms they need to fill out and make comments on them, which you can see in real time. This allows you to stay on schedule and meet deadlines. You can also collaborate with other agents involved in the transaction and closing agents, title companies, lenders, and others. Everyone can add comments in real-time, eliminating back and forth emails. Everything is tracked—and retrievable at any time—online. 3. On any device Form Simplicity is mobile-enabled, allowing you to fill out forms, add to files, share documents with others, check your status and more—just about everything you can do on your laptop or desktop, you can do on your smartphone or other mobile devices. 4. One place for everything No more hunting for a missing document or paper client folder, as each document, email, comment, and notes are linked to the transaction, and it's all stored in a digital folder. You know exactly where everything is. 5. Work faster Smart form technology means you only have to enter data in a field once, and then it automatically populates into all other common fields throughout the transaction. You can easily import data from the MLS, reducing time spent typing and filling out repetitive data. You can get more work done in a lot less time. 6. Work smarter with digital signatures A transaction management solution would not be entirely digital without esigning. Digitally signing is a benefit your clients are going to love, and you will cherish. Intelligent forms mean no more missed signatures or initials—it automatically makes sure you won't miss a box or a line to sign. If a new form is required, that means no more chasing around trying to track down a client for a wet signature—they can do it remotely wherever they are. You don't have to leave your desk. And with bank-grade security encryption and tracking, it's the most secure way to sign. 7. Safer for you, your clients, and your broker With Form Simplicity, your library of forms always has the most current version available from your MLS, brokerage, or association. Using the most up-to-date forms protects you, your clients, and your broker from unnecessary risks. Brokers love Form Simplicity because it provides long-term storage and legal compliance. Brokers can track every stage of the transaction and sign off whenever required, instantly. And since everything is time-stamped, digitized, and well organized, it removes the fear of the work it takes to go through an audit, if one should ever occur. Going digital by adopting a transaction management solution like Form Simplicity makes your work life more manageable at a time when we all want predictability. With features like simple, intuitive navigation, built-in contacts and email, and reminders to keep everything—and everyone—on track, now is the time for everyone to use a transaction management program like Form Simplicity. If you or your broker wants to learn more about Form Simplicity, go to formsimplicity.com. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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How Much Time Can You Save with a Transaction Management Solution?
Ben Franklin said it best: "Time is money." Ben's sage advice in his essay to young tradesmen rings true 272 years later. Nearly all real estate software tools available tout that if you use it, it will save you time. But perhaps no other software program can deliver more quantifiable savings of time during your daily workflow than a transaction management program. Do you use a transaction management program every day? If so, you are maximizing the time savings that this tech tool can deliver. And you are not alone. According to the National Association of Realtors, one in four Realtors use a transaction management program, like Form Simplicity, every day or nearly every day. Another 21 percent of Realtors use a transaction management program a few times a week. However, this means that fewer than half of all Realtors are benefiting from the enormous time savings that a transaction management solution offers—especially since current circumstances limit face-to-face interactions today. Exactly how much time can a transaction management save you? You could easily save 400 to 1,000 hours a year or more. How? If you are like most agents, your daily workflow includes a lot of tasks that if you could streamline or create a digital alternative for routine or mundane tasks, you would reap more minutes every day. The time you would save would allow you to concentrate on the things that make your business more profitable. One of the biggest workflow tasks that can consume time one could label as "wasted" is the time you spend managing a transaction from beginning to close. To measure how much time you can save if you used a digital process to manage your transactions, think about all the tasks you do today related to each sale. Tasks typically include: Completing a Purchase and Sales Agreement: how many times are you entering the same address or inputting standard language? Coordination for inspections and appraisals Assisting with repair, pest control issues and other corrections Scheduling and meeting with clients to sign documents Tracking down clients to sign documents with a missed signature or initial Picking up or delivering documents from the title firm or closing agent Obtaining mortgage lender information and documenting it Confirming and documenting a buyer is approved by the mortgage lender Following up with lenders regularly to make sure everything is on track Preparing and mailing information related to a transaction Providing documentation to lenders or to your clients to provide to their lender Creating and monitoring a list of tasks in your calendar or scheduler Making sure every document has been updated Keeping everybody is up-to-date on the status of the transaction Traveling and waiting to pick up or deliver documentation Finding a particular printed document Finding language inside a printed document Tracking down homeowners association documents Making hard copies of everything for your transaction file Using a transaction management program like Form Simplicity can save you time with each of these tasks. The total time savings per transaction will depend on the actual transaction. Some deals take more time than others. On average, you should be able to realize at least 40 hours of time savings when you use a transaction management program versus when you don't. If you average 10 transactions a year, that's a savings of some 400 hours annually. Going paperless pays Everything that you did in person changed with the pandemic. And everyone adjusted. Agents already using transaction management software shined. They no longer had to physical meet with clients to obtain a "wet" signature. eSign tools, built into programs like Form Simplicity, solve the in-person contact issues. eSigning also saved agents with a transaction management program a considerable amount of time. It takes time to schedule a client meeting, travel to the destination, time to meet for the signatures and time to travel back, copy and file everything. If you accidentally missed an initial or a signature, you may as well double the time you have wasted. And when doing things the old-fashioned way without a digital process, a lot of time you lose may not always be under your control. Without a digital process, you are dependent on the responsiveness of your broker, other agents, title and closing representatives, attorneys, inspectors, lenders, appraisers and more. However, when you have a transaction management program, you can streamline all of your interactions with everyone in your brokerage as well as third parties, from first contact to follow-up and monitoring. Everything is stored in one place and you have more control to reduce the time you spend on these tasks. It's safer too Finally, one more time savings that a transaction management program provides is when something goes wrong. Having an audit on a transaction can be a time consuming and painful process, but it doesn't have to be. Using a transaction management program can be a lifesaver when you have to show detailed documentation. All correspondence—every email and text—and every document related to the transaction is stored in one place, digitally. Best of all, everything is time stamped, easy to find and provide. If you still are not using a transaction management program, isn't it time you did? To learn more about Form Simplicity, one of the leading time management programs available nationwide, go to formsimplicity.com. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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Worth the Upgrade: How to go fully digital with the Ultimate Edition of Form Simplicity
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Redesigned Form Simplicity Makes Working Remotely Easier than Ever
Form Simplicity, the only transaction management software owned 100% by a Realtor association, makes working remotely easier than ever. Across the country, agents and brokers are switching to the redesigned version of Form Simplicity as they rapidly adapt to all things digital. Many are attending webinars hosted by Technology Training Manager Kaz Cisowski. Kaz reports he has had more people attend Form Simplicity training in the last four months than all of last year. "People are hungry to learn right now," Kaz says, who has already trained about 7,500 professionals. As agents and brokers nationwide hone their digital skills in record numbers, most are telling Kaz that the latest version of Form Simplicity is much easier to use. "They tell me that Form Simplicity has become a lot less 'click-ish,'" pans Kaz, noting that its improved user interface means fewer clicks for agents to create forms or navigate the program. Kaz, a former real estate agent, can personally relate to changes made in Form Simplicity to help optimize an agent's workflow, and he explains that during his two-hour Form Simplicity class. He walks agents through the steps to set up transaction forms and configure them once to save them time on every future transaction. He notes that when agents learn how to automatically import essential property data from the MLS to across all their transaction forms, they are hooked. "Every agent wants to know what's in it for them – to switch to the new Form Simplicity," Kaz explains. As being able to work remotely took on a whole new meaning starting in March, Kaz is delighted to see how agents react when they see that From Simplicity is remarkably mobile friendly. He demonstrates this during his webinar on an iPad. When agents learn that they also can use their phones to create transactions or to monitor the transaction status, they are surprised – and delighted. "Some agents had no idea you could use Form Simplicity on your phone," he said. Change is hard for everyone, so Kaz spends time during his training going through the things that some agents have become accustomed to with an earlier version of Form Simplicity. But once he walks them through the logic in why the changes were made, agents embrace the redesign as they can see first-hand how the improvements have made Form Simplicity more intuitive. And sometimes, Kaz notes, little changes can make a big difference for some agents and brokers. One example, he says, is when he demonstrates "how to sort transactions by the last time it was updated, so they appear in descending order, most recent to oldest, something you couldn't do before." Giving agents these filters makes it more powerful and practical, he explains. But perhaps the most crucial element Kaz brings to his online training is fun: he lightens the load by interjecting humor, where appropriate, to make the classes not only educational but a little more entertaining. "What I really want to do in my class is help people master the paperless real estate transaction," Kaz says. "By teaching them how to set up their preferences, making sure they understand how to use esign and going over their esign templates. We go over all the things they can do in advance, so they don't have to do extra work when they do each signing," he says, adding, "It's all about creating that optimal workflow for each agent." For his broker training, Kaz focuses on two things that are important to those who run brokerages: How to use Form Simplicity to reduce risk and remain compliant. Since Form Simplicity is often a member benefit provided by their MLS or association, Kaz notes that with the increased appetite for training, "A lot of members are starting to understand the value of going digital and say, 'Hey, I can do this, and it does not cost me an extra penny.'" Kaz says that with so many agents discovering what they need to work remotely, they appreciate now more than ever software solutions that are easy to use. "Form Simplicity helps agents stay organized, and they can always see what they didn't do yet," he says. Understanding the practical benefits of a digital transaction management solution for agents comes down to seeing it in action. Kaz has given thousands of Realtors nationwide a front-row seat to see the advantages offered by the redesign and is gearing up to host webinars for thousands more. Check with your association or MLS to see if they offer Form Simplicity as a member benefit and when the next webinar is if you haven't been trained on the newest version. Your opportunity to better manage your transactions remotely may be at your fingertips. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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Get Your Commission Check Faster by Transitioning to Virtual Transaction Management
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Digitally Complete Your Transactions End-to-end with Form Simplicity
Technology that helps us work remotely is more important today than ever as clients shelter in place, and the majority of real estate brokers and agents work solely out of their homes. If you are a broker and don't provide all of your agents a transaction management program like Form Simplicity to help them complete transactions end-to-end, you need to provide one now. You can no longer afford to wait. Even after real estate pros are allowed to return to their brokerage offices, many clients still will want to do as much of the real estate transaction online as possible. Think about it. Tens of millions of families – members from every generation – have adapted and adopted digital technology over the last couple of months. They have held Zoom meetings, switched to doing banking on their phones, made their most significant purchases online, and spent hundreds of extra hours in front of a computer screen. Today's unprecedented events have accelerated America's collective technology learning curve, and we are about to see a new normal as digital transactions move to the status quo. Why now is the perfect time to jump all-in One of the greatest impediments for agents and brokers to adopt transaction management solutions, like most new technologies, is fear of the learning curve. You are too busy with transactions to change over to an entirely new system midstream. Even the name "transaction management" sounds overwhelming. But it is not. And now is the time that brokers and agents are sharpening their saws. It's time to sharpen yours. We redesigned Form Simplicity to make your transition from a manual, paper-intensive process to an end-to-end digital one that connects everyone. Your clients only have access to the documents they need. Others you are working with have online access 24/7 to what they need. Using a solution like Form Simplicity gives you control of every step of the transaction from anywhere you have access to the internet. And broker-owners can monitor it all with built-in compliance features that help keep everyone out of hot water. Benefits to you and your clients With smart forms, you just input the property's MLS number, and it imports the property data and populates to all the transaction forms at once. You won't need a calculator as the forms also do all the math for you. No more searching for that missing client email or text, and you won't have to download documents as everything automatically goes into one place with Form Simplicity. You can even collaborate online in real-time, allowing clients and others involved to send you their comments of the contracts without the need for long email trails. At no additional cost, Form Simplicity gives you access to all your forms from your smartphone or tablet. A transaction management solution gives you a place for everything and everything in one place for every transaction, online, all the time. With an end-to-end digital transaction, you will save time and money, but more importantly, it is what your clients are going to expect. Digital signing + the best tech support Perhaps the biggest game-changer for clients who have never benefited from an agent who uses a transaction management solution is giving clients the ability to sign documents securely and digitally. Once your clients esign, they will wonder why they can't do it for everything. With the Ultimate edition of Form Simplicity, you can go 100% paperless with unlimited digital signatures and unlimited document storage. Clients can sign from anywhere they can connect to the internet with any device. And unlike many "free" digital signature services, esigning with Form Simplicity is safe and secure, with multiple authentication options, audit logs, and a tamper-proof seal for independent verification. Form Simplicity digital signatures exceed all security thresholds published by the banking industry and federal regulations. The game-changer for many agents is the unmatched tech support that comes with Form Simplicity. It's provided by real estate's No. 1 tech support service, Tech Helpline, known for its friendly team of U.S.-based agents. Support comes from a team with almost 300 years of combined IT experience. You will never go back, and neither will your clients Digital transaction solutions have been around for many years. The difference today is an unexpected acceleration of the need for this technology for both professionals and their clients. Making the most of the opportunity today provides for you and your business to adopt and adapt to digital transactions for your business. Once you experience an end-to-end digital transaction, you will never go back, and neither will your clients. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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The Pros and Cons of Using a Virtual Real Estate Transaction Coordinator
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3 Rules for Smoother Transactions and More Referrals
What is real estate transaction management? The most common way to look at it is a process to smoothly move a client through the transaction and closing. The better way to look at real estate transaction management is as a valuable future business referral generator. Before digging into the subject, rest assured that you can make this work with a transaction coordinator under your control as well as doing it all yourself.
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Transaction Management Update: Form Simplicity gets a brand new look
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Tech Helpline and Form Simplicity are on the road again!
Each year, thousands of real estate agents and brokers who use Tech Helpline and Form Simplicity have the opportunity to meet some of the folks who make the magic happen for these two Florida Realtors owned products at local conventions and conferences. This year's schedule includes visits as far north and east as Nova Scotia, Canada, as far south as Hollywood, Florida, and as far west as Los Angeles, California. As real estate's number one tech support firm, Tech Helpline serves more than 600,000 real estate professionals in North America. Available through MLSs or local associations, as well as real estate brokerages, connecting with Tech Helpline is typically accomplished via a phone call, online chat or email inquiry. Our annual direct outreach gives agents and brokers, as well as MLS and association executives and staff members, an additional opportunity with face-to-face communications. Opportunities to connect This year, we kicked off our spring and summer schedule for Tech Helpline and Form Simplicity with an appearance at the REALTORS® Legislative Meetings & Trade Expo in mid-May. Tech Helpline was just represented at the Canadian Real Estate Association (CREA) Association Executives Seminar in early June, held in Halifax, Nova Scotia. Next up, Form Simplicity will be at "Rock the Market" at the Hard Rock Event Center in Hollywood, FL on June 25. The next two days on June 26 and 27, both Tech Helpline and Form Simplicity will be heading to the Florida Realtors Association Executives Education Workshops in Cocoa Beach, FL. August marks two major conventions for Tech Helpline and Form Simplicity. Association leadership from all business disciplines will convene at the ASAE Annual Meeting & Expo in Columbus, OH on August 10-13, followed by our own Florida Realtors Convention & Trade Expo (August 21 and 22) and Governance Meetings (August 23-25) in Orlando, FL. Tech Helpline will head to another big convention as the Colorado Association of REALTORS® hosts its "REfresh Expo" in Denver, CO on September 5. The summer tour schedule ends with two back-to-back events. The first one is in North Carolina, the NC REALTORS® 2019 Convention & Expo "Xchange'19" at the Pinehurst Resort during the Expo dates of September 14-16. That's followed by the Arkansas REALTOR® Annual Convention & Tradeshow being held in Memphis, TN at the Guesthouse at Graceland, during the Expo dates of September 16 and 17. More to come As the fall begins, Form Simplicity and Tech Helpline will be back at it, with appearances by Tech Helpline at the CALIFORNIA ASSOCIATION OF REALTORS® Expo "REImagine!" held in Los Angeles on September 24-26, followed by opportunities to ask your questions about Form Simplicity and Tech Helpline at CMLS2019 in Salt Lake City on October 16-18. The last two conventions for Form Simplicity and Tech Helpline currently are scheduled for both the 2019 REALTORS® Conference & Expo in San Francisco this year (booth #1234), November 6-11, and finally December 9-12 at the 2019 Triple Play REALTOR® Convention & Trade Expo in Atlantic City, NJ, which brings together members from New Jersey, New York and Pennsylvania Realtor associations. If you happen to be attending one of these events, please stop by and bring your questions about Form Simplicity and Tech Helpline. We hope to meet you face-to-face! Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.  
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Fixing the Last Mile in the Real Estate Transaction
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[Best of 2017] Friday Freebie: Stay Organized with Listing and Closing Checklists
We're continuing an annual tradition of counting down our top 10 articles of the year. The following article was originally published in February and is #2 in our countdown. See #3 here. Want a way to go from listing contract to cashed commission check faster? As we say in the RE Technology offices, the key is to "plan your work, and work your plan." For agents, this means having a set game plan in place for completing the routine tasks that every listings requires—ordering photos, creating marketing materials, uploading to the MLS, etc.—and deadlines to follow. Many CRMS and transaction management programs offer activity checklists that agents can use to help set up and close a listing successfully. If your preferred solution doesn't offer checklists—or if the checklists leave something to be desired—today's Friday Freebie is for you! Free Listing and Closing Checklists for Agents Missing documents or incomplete tasks are the biggest factors in missed deadlines or slow-to-close deals. Checklists offer a detailed 'plan of attack' that tells agents exactly what to do and when. Brokermint, a back office and transaction management solution, is offering agent and brokers free listing and closing checklists they can use to close transactions faster. They cover crucial activities like: Listing checklist: Obtain signed disclosures, obtain lockbox authorization, submit market analysis and feedback to the seller, submit price reduction/MLS change form, etc. Closing checklist: Order preliminary title report, send contract to escrow, home inspection clearance, appraisal contingency removal, and more. After you download these FREE listing and closing checklists from Brokermint, you can customize them and use them with the solution of your choice. Download these checklists to get on the path to faster commissions today!
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The Secret to Client Satisfaction (and More Referrals)
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4 Ways to Supercharge Your Closing Activity Plans
It's the home stretch of the home-buying process. All the back and forth and hard work in the trenches has paid off and just a few John Hancocks stand in the way of all parties walking away happy. However, now isn't the time to take your eyes off the ball and start celebrating an early victory. Think of it as a marathon and you're in the last 100-meter sprint – and instead of mailing in the last little bit, it's important to stay focused right through to the finish line to make sure nothing catches up to you. You never want to let any details fall through the cracks – so supercharge your closing activity plan to cover all of your bases.
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How to Take Advantage of the RPR and zipLogix Integration
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Reesio Training
Wednesday, March 15, 2017 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Keep Yourself Trending with the NEW zipForm® Mobile
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Friday Freebie: Stay Organized with Listing and Closing Checklists
Want a way to go from listing contract to cashed commission check faster? As we say in the RE Technology offices, the key is to "plan your work, and work your plan." For agents, this means having a set game plan in place for completing the routine tasks that every listings requires—ordering photos, creating marketing materials, uploading to the MLS, etc.—and deadlines to follow. Many CRMS and transaction management programs offer activity checklists that agents can use to help set up and close a listing successfully. If your preferred solution doesn't offer checklists—or if the checklists leave something to be desired—today's Friday Freebie is for you! Free Listing and Closing Checklists for Agents Missing documents or incomplete tasks are the biggest factors in missed deadlines or slow-to-close deals. Checklists offer a detailed 'plan of attack' that tells agents exactly what to do and when. Brokermint, a back office and transaction management solution, is offering agent and brokers free listing and closing checklists they can use to close transactions faster. They cover crucial activities like: Listing checklist: Obtain signed disclosures, obtain lockbox authorization, submit market analysis and feedback to the seller, submit price reduction/MLS change form, etc. Closing checklist: Order preliminary title report, send contract to escrow, home inspection clearance, appraisal contingency removal, and more. After you download these FREE listing and closing checklists from Brokermint, you can customize them and use them with the solution of your choice. Download these checklists to get on the path to faster commissions today!
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Going Green in 2017
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DocuSign Transaction Rooms for Real Estate: Broker Edition
Wednesday, Feb. 8, 2017 at 1:00 PM PST This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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The Power of Automation: Sync your transactions to QuickBooks
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Selecting the Right Document and Transaction Management Solution
Realtors no longer have to spend precious time making sure nobody missed a signature or driving across town to send an expensive FedEx package. Instead, significant productivity gains and expense reductions can be achieved by the use of electronic signatures for most transactions. While the benefits of going digital for document and transaction management are indisputable, Realtors need to be selective by asking some of the important questions listed in our Technology Guide before choosing a service provider. For instance, what security features does the document and transaction management provider offer? E-signature technology allows clients to easily complete purchase, sales, and financial documents from their computer or mobile device, but some companies are vague about exactly who can see or share the documents. Clients share highly sensitive personal and financial information and it is the Realtor's duty to ensure document security. The best electronic document and transaction services employ an encryption technology such as Secure Socket Layers (SSL) to prevent any unauthorized individuals or malicious third party services from accessing the information. In addition, the document and transaction management service provider should ensure that documents are tamper-proof through signature validation. For real estate transactions, it is important that documents are marked with time-stamped audit trails showing identity of individuals who accessed the documents and which device they used. Some companies also offer two-factor authentication that either probes the client to answer a secret question or texts a code to their mobile phone, which can further safeguard document access. Should an agent ever face a legal question, the proof of access timelines can protect the validity of the signatures.
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Tired of manually managing transactions? (10/26)
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Digital Transformation: Learn how leading brokers are going fully digital from lead to close. (10/25)
Tuesday, October 25, 2016 at 10:00 AM PDT The real estate world is changing, and the future will feature transactions that are 100% digital from lead to close. Real estate leaders will discuss the importance of embracing the future by going fully digital with key integrations such as qualified lead generation, transaction management, closing the deal, and everything in between. Register now!
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How Digital Signatures Will Speed Up Your Business
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Reesio Training (9/14)
Wednesday, September 14, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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zipForm Plus Timely Tips and Tricks (9/14)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (9/7)
Wednesday, Sept. 7, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (9/6)
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Tired of manually managing transactions? (8/31)
Wednesday, August 31, 2016 at 11:00 AM PDT Our weekly 15-minute webinar covers all the basic functions of the Brokermint system, starting with document upload, task management to more advanced functions like e-signature, pdf split-merge and Google Calendar. How to use Checklists that provide consistency for all users. Create Custom Fields – it's your business – make it personal. Set automatic Reminders for the items that matter most. Tasks – allow the system to prompt you for the necessary items needed to complete a file. No thinking, just doing! Register now!
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Learn Simple Paperless Transaction Processes with zipForm® Plus (8/29)
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Go behind the scenes with Reesio! (8/25)
Thursday, August 25, 2016 at 10:00 AM PDT As the market remains hot and agent production numbers continue to skyrocket, staying in bounds with each and every transaction can get tricky. That's where digital transaction management becomes paramount. As Reesio's co-founder, Mark Thomas has spent years perfecting the closing platform, including creating seamless integrations for Top Producer®, zipForm® and even your MLS. In this webinar, Mark will cover Reesio's: Responsive, compliant templates and workflows Deal room collaboration tools Best-in- class e-signature integrations Integrations with Top Producer, zipForm® and your MLS Register now!
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Transaction Management made easy: NAR & zipLogix New Member Benefit (8/22)
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TransactionDesk Essentials (8/15)
Monday, August 15, 2016 at 11:00 AM PDT Join us for an essentials overview: MLS Integrations (how to access) Creating a Transaction File Using integrated Authentisign for e-signatures Receiving signed documents back into the transaction file Manage client files online with our web-based services. Register now!
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AuthentiSign and the Counter Offer (8/3)
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Reesio Training (8/16)
Wednesday, August 16, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Learn simple Paperless Transaction processes with zipForm® Plus (8/15)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (8/3)
Wednesday, August 3 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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DocuSign Transaction Rooms for Real Estate (7/20)
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Reesio Training (7/20)
Wednesday, July 20, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (7/8)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (7/6)
Wednesday, July 6, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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Transaction Management made easy: NAR & zipLogix New Member Benefit (7/5)
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Advanced Authentisign for e-Signing and a Paperless Transaction File (6/30)
Thursday, June 30, 2016 at 10:00 AM PDT Learn more about Instanet's 'Advanced Features' such as in depth coverage of Mark-Up Tools, Checkboxes / Radio Buttons and Step 4, the design step. Signing Participants: In-Person, In-line signers and 'Private Email.' Also, bring your questions! We will want user feedback and interest as well.We will highlight the signing participants steps to access and accept the prepared contract packet. Authentisign is e-Sign and UETA compliant as well as FHA Approved! We look forward to 'seeing' you there! Register now!
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DocuSign Transaction Rooms for Real Estate (6/15)
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TransactionDesk Essentials (6/16)
Thursday, June 16, 2016 at 11:30 AM PDT Join us for an essentials overview: MLS Integrations (how to access) Creating a Transaction File Using integrated Authentisign for e-signatures Receiving signed documents back into the transaction file Manage client files online with our web-based services. Register now!
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zipForm® Plus and Paperless Transactions (6/15)
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Reesio Training (6/15)
Wednesday, June 15, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Instanet Advanced: Faster Files with Form Templates, Documents in the Cloud (6/13)
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Reesio Training (6/8)
Wednesday, June 8, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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TransactionDesk Essentials (6/1)
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2016 NAR & zipLogix® New Member Benefit: zipTMS™ (5/31)
Tuesday, May 31, 2016 at 10:00 AM PDT In 2016, National Association of REALTORS® and zipLogix™ offer REALTORS zipTMS™ as a nationwide benefit. Each member will have access to technology that has been shaped from over 20 years of industry expertise and feedback from REALTORS® across the nation. See how zipTMS™ Transaction Management System allows you to optimize workflow offering a comprehensive set of tools that provide the essential online workplace for real estate professionals. Features of zipTMS™ include: Managing transactions with task checklists; Create checklist templates; Adjust the task view with calendar or list mode; zipForm® Plus notifications for tasks; Transaction history records all tasks and more! Register now!
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TransactionDesk Essentials (5/19)
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Reesio Training (5/18)
Wednesday, May 18, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Top 5 Secret DocuSign Mobile Features That You Don’t Know About
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Behind a REALTORS® Digital Life: Musings from my Mobile
What REALTOR® wouldn't want to do away with paper? The beauty of being a real estate professional is engaging with clients. It's personal: you're making their dreams into a reality. Part of that reality is making sure the process leading up to home ownership is as streamlined as possible. That's where digital platforms come into play. Just as caffeine unleashes energy, digital platforms, like DocuSign's Digital Transaction Management (DTM), unleashes pure simplicity. It's only natural: when you dump paper in favor of digitized contracts, you gain speed, efficiency and peace of mind. I remember when I was an active REALTOR®. Our team of twelve relied on digital platforms, like DocuSign, to help us crack smiles on our clients' faces. If anyone has gone through the traditional process of buying a home, they'll delight in knowing they can DocuSign their way to a dream home within moments, and even on their mobile device if they so choose. Tap, tap, tap...the keys to the house are yours. Sure, the thought of digitally managing the process might raise a few eyebrows with the older generations, but note to all electronic signature providers: Keep It Simple! I cannot stress this enough in order to welcome all generations to enjoying the digital advantage.
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Introducing DocuSign for REALTORS® PLUS
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Document and Transaction Management 101
Document management and transaction management represent two distinctly different product categories. However, some companies have chosen to offer solutions that combine the two categories into a single solution. Thus, we are discussing them together here. Borrowing from our previous article on this very subject, here's a quick review of these product categories. Document management technology is intended to help real estate professionals manage documents with functions that support: digitally storing documents, sharing documents with other interested parties, organizing documents, tracking the status of documents, and (in some instances) electronically signing documents. Transaction management products are intended to help real estate professionals manage a transaction through functions such as: contact management, a calendar tool, some degree of document management, and a wide variety of other features. It provides a collaborative space for working with all the parties to a transaction through tasks (for instance ordering home inspection, coordinating mortgage, etc.). Forms management is also often a component of products that fall into this category. Choosing the Right Tool If you're in the market for a document or transaction management platform, there are questions you can ask to evaluate which option is right for you, like: What is offered by my broker, MLS or Association? Your broker may work with a Transaction Coordinator and you'll want to be using the same solution they're using – it will make things easier for you and for them. The more people that use the same solution, the more effective it can be.
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The Plus Side of Auto-Populating Forms (and the pitfalls!)
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The Biggest Marketing Mistakes (and how to avoid them!)
Spotted on MarketingCharts.com: The biggest mistakes companies make with their consumers. Scanning the article and the chart, I couldn't help wondering how many real estate agents were making these mistakes. And then I had an epiphany – most of these mistakes could be avoided quite simply, by leveraging the right technology. The Problems You should definitely read the Marketing Charts article. But here are the mistakes that really stood out to me: Responding to enquiries too slowly Receiving information that is inaccurately targeted Treating you with a one-size-fits-all approach Receiving little to no communication Inaccurately tailored communication
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7 Tools For Working With Clients Remotely
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When Systems Integrate, Agents Win
When we talk about the benefits of our transaction management solution, EZ Coordinator, we often give integrations top billing. Why? Because we can't overemphasize the benefits to agents and brokers. Benefits of Integration When we talk about the benefits of integrating technology solutions, there are two factors that are strongest in my mind: Data Entry. Who actually enjoys data entry? Not me and probably not you. When an agent is working on several different technology platforms with the same information and those platforms don't "talk" to one another, it requires the agent to enter the same information separately into each platform. This leaves room for errors or inconsistencies and wastes a considerable amount of time. Jumping Around. When an agent is constantly jumping between a variety of technology tools, problems abound. First, it's just annoying. Am I right? I mean, you're on a Web-based tool but then you have to open a desktop application or maybe a mobile app – pretty soon, you feel like you're juggling with about seven balls in the air. But beyond the irritation factor, there's the time lost. It takes time to open a new desktop application or cloud-based tool. It takes time to enter your username and password. It takes time to look back-and-forth between all the platforms you have open at once.
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Friday Freebie: EZ Coordinator
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New Features Added to zipForm® Plus
zipForm® has always been a powerful solution, if sometimes overwhelming to use. That all changed last year, though, when zipLogix released an overhaul that made their flagship product much more user friendly. Dubbed zipForm® Plus, the updated program featured a more attractive and intuitive user interface than its predecessor, zipForm® 6. Thankfully, zipLogix is frequently issuing updates to the new program, calling it "a vital part of the promise we made when zipForm Plus was released." Last month, zipLogix release two major updates to the program that further streamline the user experience. Here's a quick overview: Embedded eSignatures Users no longer need to switch to their eSignature program when it comes time to sign a document. Signature solutions are now completely embedded, meaning that users can send documents, modify signatures, add documents, and check signature status without leaving zipForm® Plus. The entire process is now contained within the program's interface.
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Friday Freebie: Transaction Management from Reesio
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Friday Freebie: Realty Commander
Last month, we took our readers on a visual tour of transaction management platform Realty Commander. Though we covered most of the solution's features in depth, I don't think we put enough emphasis on just how user-friendly this program is. After all, however helpful an article and screenshots may be, nothing beats real, hands-on experience. Fortunately, Realty Commander offers a two week trial so agent and brokers can try it for themselves--at no charge. Free 14-day Trial of Realty Commander Realty Commander lives up to its tag line of "Automate. Track. Succeed." Color-coded calendars, built-in task lists, daily email reminders, integrated email with tracking, and more all work together to ensure your business runs smoothly. As we mentioned last month, Commander handles the varying needs of different file types with ease. For example, buyer files require things like showings and financing information, but listings need HOA and expiration dates. The program handily accommodates both. Commander also offers solid short sale features, like a HUD editor and a short sale package generator. Other notable features include: Customizable Task Management Paperless Document Management Smart Drag-and-Drop Calendar Lender Forms Library Client / Guest Access Login Showings Manager for Buyers and Listings Multi-User Access Levels for Teams or Brokers Broker Document Approval Guest Access Document Upload Click here to sign up for Realty Commander's free trial!
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Product Review: Form Simplicity
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Introducing Realty Commander
There's a wide variety of transaction management software on the market today. And it's no wonder--using a great solution is probably the easiest way agents can save themselves time and hassle, and better communicate with their clients. The key is finding the product that works best for you. Today, we'd like to introduce you to a transaction management solution that should be on the radar of any agent or broker. Realty Commander covers all the necessities of a solid transaction management platform--document sharing, task manager, calendars--but it's the extras that differentiate it. The solution excels in handling multiple different file types, like a buyer, regular listing or short sale. Other notable features include: Customizable File Flow Integrated Quick Search Daily E-Mail Reminders Task Management Paperless Document Management Smart Drag-and-Drop Calendar E-Mail Integration with Smart Tracking Lender Forms Library Short sale package builder HUD Editor Client / Guest Access Login Showings Manager for Buyers and Listings Multi-User Access Levels for Teams or Brokers
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Introducing Realty Commander
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Product Review: Form Simplicity
There is a world of solutions available to agents and brokers. It's no surprise, though--real estate is one of the largest sectors of our economy, and many technology companies have recognized our industry for the opportunity that it offers. While there are plenty of solutions offered by industry "outsiders," a smaller number are created by professionals with hands-on real estate experience. Today, we're going to introduce you to one such solution. Form Simplicity is a transaction management solution created by a professional real estate organization, Florida Realtors®. Its ongoing development is, in part, shaped by a panel of REALTOR® members who ensure that the program stays in step with what agents and brokers need to be successful. A Closer Look True to its name, Form Simplicity is simple. Right from the home page, users will notice its pared down interface that offers only what agents need to work fast.
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Product Review: zipForm® Plus
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Cartavi Adds Gusto to Version 3.3
Since being acquired by DocuSign, Cartavi has been working away at developing the golden triangle of the real estate document management echo system: Forms, Signature, and Storage. Better yet, they focus on making it happen on mobile first. Before this new release, signing a document was kind of clunky. You had to open your document in DocuSign, add signatures, sign it, then pull the completed document back into Cartavi. Now, you can sign any document right inside of Cartavi using DocuSign Ink. They took a complicated workflow and narrowed it down. When you look at a document today in Cartavi, just hit the 'Sign It' button. Then the menu items for managing names and signatures appears. Drag them where they go on the document, and sign it. New Integrations You may know that Cartavi is among the few document management companies to have acquired the license to integrate zipForms from zipLogix into their platform. The new signature workflow is going to make working with zipForms even easier.
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The Cloud is for Collaboration
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This Tuesday: Learn How to Increase Productivity and Save Time
Our October webinar series continues this Tuesday! Join us to hear Cartavi's tips for getting more done in less time. You'll learn how to optimize your productivity and provide a hassle-free experience for your clients. (Brokers, did you miss last week's webinar? Click here watch the recording.) Our Cartavi webinars have always been popular, but we're especially excited about this one. It's our first web event together since Cartavi was acquired by DocuSign in May. We'll learn more about this deeper integration and Cartavi's most recent development--version 3.0! Don't miss the live demo of 3.0 by Cartavi CEO Glenn Shimkus! He'll show us its new responsive design and time saving enhancements, including: Dashboard – View the status of your transactions, documents and parties Inbound Email Update – Email documents directly into a Transaction Room Email Conversion – Save Email messages to PDF documents which are stored with your transactions Document Previews – View full previews of your documents with Transaction Rooms on the web Updated Transaction Monitoring – Monitor the status of your eSignature envelopes in real-time from your smartphone Bulk Actions for Documents - Email, delete and move/copy multiple docs from your smartphone Map View – View your transactions by Geo-location smartphones Multiple View Options – View your transactions in multiple ways, as a List, Grid or by Geo-location Join us Tuesday, October 15 at 1pm EDT/10am PDT to learn more!
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Checklist: Are You Using These Tools for Customer Service?
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Where are Your Tech Pain Points?
Real estate technology is all about "pain points." We recently heard this perspective from David Lester, Founder and CEO of Sequent Systems, and we asked him to talk a bit more about it. "Discomfort is a great motivator," David explains. "In that way, it serves an important purpose. In our industry, one of the common pain points seems to be managing the many documents associated with a transaction. Some people may be great at developing their own systems for staying organized, but most of us need help in that area. Technology is developed to address these pain points and help make business easier and more profitable for REALTORS®." But what if I have a lot of pain points? Most real estate professionals we know have a variety of factors that slow them down. We asked David what real estate professionals should do if they've got more than a single pain point. "Well," he says, "you're right; it's usually not as simple as a single source of frustration. That's why you often see people working with 10 different tools to address 10 different problems. Which, of course, creates a whole new world of pain. You've got people trying to remember which tool does what, forgetting 10 different usernames and passwords, and wasting a lot of time on redundant data entry. That's why I think the industry is moving toward integrated solutions."
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Choosing a Document and Transaction Management Solution
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zipLogix to Preview Next Generation of zipForm at NAR Midyear
NAR Midyear is almost here, and REALTORS® across the nation are packing their bags and finalizing their schedules. Some of you may be planning to just hit the trade show floor and explore, while others are using tech tools like NAR's Midyear Mobile App or Online Planner to figure out what booths and events to attend. Whatever your approach, we recommend visiting zipLogix® at booth 1900. zipLogix® was the pioneer of forms management in real estate and they continue to bring cutting edge innovation to each upgrade of their system. This year, they are highlighting progress made to improve usability, store and manage documents, and improve forms automation. Nearly every real estate professional is familiar with their flagship product, zipForm®, and this year the company will be previewing the next generation of zipForm® at the trade expo. Dubbed zipForm® Plus, this updated version takes all the functionality that users are accustomed to and wraps it in a new, more attractive package. It's more than just attractive, though. zipForm® is a powerhouse of a solution--sometimes to an intimidating degree. We're excited to see zipLogix® adapting to the larger tech sphere's movement towards clean aesthetics that Apple started years ago. After all, a well-designed interface is more than just pleasing to the eye. When form meets functionality in an intentional way, the entire user experience is transformed.
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Friday Freebie: EZ Coordinator
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8 Resources for Saving 'Green' this Earth Day
It's Earth Day--but we're not going to talk about saving the environment by going green today. While there are many virtues to reducing your paper and energy use, we know that you've probably heard all about that already. Instead, we're going to talk about saving green. When you think about it, caring for your finances and caring for the planet are not that different. In the end, it all comes down to responsible resource management. What resources are you conserving by going paperless? Money, certainly, but also time and effort. In the spirit of helping you conserve the resources that are most important to you (whatever they may be!), we've rounded up some of our favorite articles and calculators to help you navigate the world of going paperless. Exploring Expenses We get it. The printing, the faxing, the copying--it's all familiar and maybe even comforting, especially if you've been doing it for years. If you're reluctant to switch to a paperless real estate practice, perhaps some cold, hard facts and figures will make you reconsider. Just how much is all the printing, faxing, and copying costing you? See The Hidden Cost of Paper Transactions to learn more. Still not convinced? These two 'paperless' calculators can give you a more personalized look at how much money you're throwing away each year: Paperless Savings Calculator - This tool from Instanet factors in things like printing costs, storage costs, and staff time to give you a detailed idea of how much money you spend in a year on paper related expenses. Green Marketing 'ROI' Calculator - If you still focus on direct mail instead in favor of online marketing, this calculator from eMerge lets you know how much you could save by turning your focus to digital channels instead.
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Spring Clean Your Business Processes
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Plan Your Work and Work Your Plan
Our CEO, Victor Lund, is always saying it: "Plan your work and work your plan." And he's usually saying it when he's trying to motivate our team to do the things we don't want to do. He's a smart guy; he knows that it's easy to remember the things you enjoy but conveniently easy to forget the things you dislike. Technology Can Help What are the things most real estate agents don't enjoy? Cold calling is a good example. It's essential for your business, but it's the last thing you want to do. So you put it off . . . to your own detriment. Instead of continuing this pattern with cold calls and the other tasks you dread, it might be time to find ways to keep yourself on track. Technology can help; here are a few suggestions: CRMs Invest in a CRM. Customer Relationship Management tools organize contacts and automate some of the tasks for keeping in touch with those contacts. In fact, some CRMs offer pre-programmed activity plans with calendar reminders. Read more about CRMs Find a CRM Transaction Management Many transaction management tools also include a calendar to remind you about important tasks. These tend to be transaction-specific (linked to a certain listing), rather than related to general business development (like cold calling), but they can be helpful in reminding you to check-in on whether or not documents have been signed, etc. Read more about Transaction Management Find a Transaction Management tool
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"The Cloud" 101
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Follow the Leader - Stewart Morris, Jr.
Stewart Information Services Corporation is truly a powerhouse, offering a wide range of products and services serving the entire globe. Even during the challenging market conditions of the recent past (and present), Stewart has managed to thrive. One of the people who was previously responsible for this success is Stewart Morris, Jr. On the heels of the announcement that he was appointed to the American Land Title Association (ALTA) Board of Governors, we sat down with Mr. Morris to learn more about his strategies, philosophies, and predictions.   RE Technology: What did you do to help your company weather the storm of the down market?   Stewart Morris, Jr.: This was a dramatic, protracted downturn. It has been a character-builder, to say the least, for many people. My strategy for being successful in this environment can be boiled down to two key points:   Cutting expenses. We reduced our affiliate office network and our overall headcount by about 50% in order to achieve a reduction in expenses. At the same time, we were consolidating our back-office services in order to be more efficient. Building sales. We created a Sales Council to look at every market we were in, highlight the major markets, and focus on growing our number of customers, as well as the revenue from our customers. We worked on growing business that would thrive in the new market conditions; Stewart Lender Services, a wholly owned subsidiary of Stewart Title, is a central component of this. In this way, while one side of our business was shrinking, another side was growing nicely.
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Friday Freebie: Merge
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Product Review: myFirstAm
In October of 2011, First American Title Insurance Company officially announced the launch of myFirstAm™, its Web portal designed to facilitate a smooth residential transaction by allowing real estate professionals to create and track title insurance and escrow orders. This week, First American invited us to take a closer look at the portal. Here are some of the highlights from our "test drive:" What is myFirstAm™? For those of you who aren't familiar with myFirstAm™, you can check out the press release about the launch. myFirstAm simplifies the closing process by allowing real estate professionals to stay on top of every detail of their transaction. myFirstAm helps registered users track many of the key milestones related to completing a First American title insurance or escrow order. By using myFirstAm, users can: Receive status updates and reports, as well as share these updates with clients or colleagues Keep informed of order status by viewing order history anytime Create new orders online Calculate estimated fees Access property data from public records* It can help real estate professionals support their clients much more effectively by providing updates on each key order milestone, along with their supporting documentation, if any, from First American Title. Armed with this information, an agent or broker can get ahead of the process and let their clients know what documents are coming to them next. They can explain the purpose of each document and explain any anomalies they might expect BEFORE the client gets upset or worried about the implications of an exception noted on a document. The tool isn't intended strictly for real estate professionals, either. Other parties involved in the transaction, such as attorneys, may also use it. Although myFirstAm is currently not optimized for mobile, First American Title is in the process of rolling out a mobile application and mobile-optimized version of the myFirstAm.com site. *Fees may apply. Not available in the state of Texas and where prohibited by law
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Product Review: Instanet Solutions Suite
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Document Management vs. Transaction Management
When I first started writing about real estate technology, I was absolutely stumped by the difference between document management and transaction management. The two seemed inexorably muddled. What I've found is that many agents are similarly confused. So I'm going to attempt to provide some rough definitions here. Transaction Management: technology intended to help real estate professionals manage a transaction through functions such as: contact management, a calendar tool, some degree of document management, and a wide variety of other features. Document Management: technology intended to help real estate professionals manage documents with functions that support: digitally storing documents, sharing documents with other interested parties, organizing documents, tracking the status of documents, and (in some instances) electronically signing documents. Chatting with some of the experts in each area helped me to nail down the differences between the two categories – however, it also made clear that there is often considerable overlap between products that label themselves as one or the other. Each technology company has their own unique perspective on this issue, so I thought I'd share some of these voices here. Cartavi – Document Management The creators of Cartavi see a very distinct difference between transaction management and document management – and made a very conscious decision in focusing solely on document management. "When we set out, our initial thought was to build a tool to help agents manage transactions," says Glenn Shimkus, Co-Founder and CEO of Cartavi. "Documents were a part of that, of course, but just one piece of the puzzle. However, as we began talking to more agents, we kept hearing very consistent feedback: 'I already have a solution I like for my contacts, calendars, etc. Where I really need help is with documents – managing and sharing them (with everyone involved, not just other REALTORS®).' "This is the Age of the App and most agents actually prefer an 'a lá carte' approach to the tools they use. They choose the apps and software that work for them – and are not likely to adopt a product that replaces all of the solutions they currently use. However, the missing piece for most seemed to be document management. That's where we decided we could really meet an unmet need." After creating a streamlined solution for document management, Cartavi decided to add integration with DocuSign for digital signatures. "Our integration with DocuSign allows us to provide a more comprehensive platform for document management," Glenn explains. "Agents now have a tool that enables them to manage, share, fax and electronically sign the documents that drive a transaction."
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Product Review: Cartavi and DocuSign Integration
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Knowledge is Power
As a real estate agent or broker, you know how busy your day can get— you’re never sitting still. Even though you’re always on-the-go, an integral part of offering homebuyers and sellers the best experience possible is the ability to draw from convenient, comprehensive sources of information.  Let’s take a look at a few of these more in depth. 1) Comprehensive information about a property. If you have all the key information about a property, your homebuyer clients will be able to make a more informed choice. Think of it this way – when you purchase a car, you want to see a vehicle history report.  Before you hire an employee, you may want to do a background check. Today, homebuyers want to do as much research—or more— for what will be one of the most important purchases of their lives. As you already know, your homebuyer clients often find the following property information helpful: Prior sale amounts Property tax information Complete square footage Ownership status Additions/improvements
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Looking Forward with Austin Allison
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Are You Meeting Your Goals for 2011?
June is officially here, marking the middle of the year. It's time to start asking yourself if you've accomplished, or set the wheels in motion to accomplish, the goals set early in the year. For many Realtors®, that goal was to ditch traditional real estate practices and adopt the right technology solution to make their business interactive. The end of 2010 promised the future of real estate as more people were adopting smartphones and tablets – meaning Realtors® would quickly need to adopt a solution to meet prospective home buyer and seller demand.
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Want to Keep Your Gen Y Clients Satisfied?
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Track My File
Track My File is currently marketed directly to real estate companies and they emphasize that what you get with Track My File is more than the product. They stress the importance of learning how to integrate transaction management processes into the business culture and their ability to help companies do this. The Document Management and Transaction Manager Product are combined. They pride themselves on offering a user-friendly system that all agents can use. Track My File is easy to navigate though the interface appears a bit dated. The Track My File team schedules a one-time consultation with new clients to get to know them, the processes they currently have in place and the way they work. Then they create custom software tailored to both the currently office requirements and workflow. This tailored, consultative approach sets Track My File apart from the competition in this regard where most vendors expect the client to adapt to their system.
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Settlement Room by Emphasys
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