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

Agent | Broker     Reset Filters to Default
zipTMS Transaction Management: Soar to the Next Level
Tuesday, August 27, 2019 at 12:00 PM PDT Take what you know to the next level. This learning path will provide best practices in utilizing zipTMS for efficient, time-saving workflow processes. What is zipTMS? Review Agent Dashboard and explain how to populate the graphs Create a New Template which includes a Checklist with set due dates Add the Template to a Transaction Explore and understand Tasks View zipForm® Plus Notifications for Tasks Display and discuss Transaction History / Recent Activities Register now!
MORE >
Transaction Management Update: Form Simplicity gets a brand new look
One of the real estate industry's most popular and advanced paperless transaction management solutions, Form Simplicity, recently released its newly redesigned application to more than 200,000 REALTORS nationwide. The update to Form Simplicity is more than just a designed facelift. The changes improve transaction productivity and speed up agent and broker workflow. Florida Realtors®, the nation's second-largest Realtor state association that owns and operates Form Simplicity, rolled out the newest version in stages between April and July. Today, 187,000 Realtor members in Florida, 8,300 members of Arkansas Realtors Association, 2,300 members of Wyoming Association of Realtors, 7,300 members of Iowa Association of Realtors, and 10,300 members of Idaho Association of Realtors all have access to the newest version. A robust transaction management platform, Form Simplicity's Ultimate Edition includes unlimited access to eSign, its highly-secure electronic signature feature, an expanded set of broker management tools to simplify compliance and improve agent-broker workflow, and unlimited document storage. Form Simplicity's new, uncluttered look includes four key sections in the home page: Menu, Recent Transactions, Upcoming Tasks, and Useful Tools. Among the improvements: Menu: The navigation menu has been grouped so that there are fewer tabs while retaining access to all the features. Recent Transactions: A professional's most recent transactions are visible and accessible from the home page. He or she can also create a new transaction from the home page. Moreover, the flow to creating a transaction will be smoother, with colorful buttons that are easy to identify, and an expanding page to view all information together instead of toggling through tabs. Upcoming Tasks: All future tasks are color-coded and available on the home page for easy access. Useful Tools: Professionals can quickly locate the button to add a new contact, create clauses and more—right from the home page. The initial launch has generated an avalanche of positive comments, as it is being incredibly well-received by agents and brokers across the country. The most common observation: it's faster than ever. That's because Form Simplicity is running on a new and modern application architecture, from hardware to software. Change is never easy, especially when making major changes to something tens of thousands of agents and brokers use every day as the backbone of their business. But rank-in-file agents are expressing their support – and delight. Matthew Lemons, a South Florida real estate broker, notes that the new Form Simplicity has been a welcome change. "I just tried out the new Form Simplicity style now, and I have to say it is amazing. Love how convenient the new layout is. Extremely professional. I'll be sticking with you guys for a long time," Lemons said. Satellite Beach, Florida agent Peggy Hall added, "I began using the new and improved Form Simplicity...(it's a) super easy transition!" And Shermeka McSwain, a Cutler Bay, Florida agent said, "The recently updated changes are extremely great. Using the navigation, location of information and the program structure is very user-friendly." Real estate agents also appreciate what hasn't changed with the new Form Simplicity redesign. All the great features agents and brokers already love remains the same, and the new redesign is giving added attention to how important transaction management is today. Transaction management is no longer a nice to have but a must-have for real estate agents and brokers. For any transaction management solution to effectively serve the greatest number of agents and brokers possible, it needs to be easy to use and inviting. The redesign of Form Simplicity is all about making it easier to navigate, and making sure that it works on any device, because that's what agents and brokers tell us they want. Tricia Stamper is Director of Technology at Florida Realtors®, which owns both Tech Helpline and Form Simplicity.
MORE >
Tech Helpline and Form Simplicity are on the road again!
MORE >
Fixing the Last Mile in the Real Estate Transaction
Leading research firm Gartner conducted one of the most exhaustive studies into customer service to better understand what exceptional customer service meant to consumers. What they discovered was what consumers are truly looking for is an "effortless experience." The best real estate agents already know this. It's their differentiating factor. It is what drives their referral business model. It is what puts them on the REAL Trends and T3 Sixty lists of best agents. The last thing these top real estate agents want to do is jeopardize their stellar reputation for providing extraordinary customer service. The vast majority of them, ironically, do it almost every day. That's because real estate brokerages across the nation typically leave the "last mile of the real estate transaction" – when someone moves into their new home – to someone else. In effect, top agents are jeopardizing their 5-star ratings if their customer ends up with a 1-star moving experience. How can brokers fix the last mile of the real estate transaction? A new Concierge service A move is a lot more complicated than picking up the phone or going online and hiring a moving company. It involves dozens of tasks. For the average consumer, moving can often become a logistical nightmare. Many research studies in the U.S. and abroad note that moving can be one of the most stressful events in a person's life. It also can be a painful process. And because moving has so many different pieces in motion, things can go wrong; very wrong. MoveEasy fuses advanced technology with a human touch. It's a free Concierge service that real estate brokerages can offer their clients. A client can text or make a single call and change all of their utility and digital amenities, from internet to cable or satellite TV services. MoveEasy can handle anything moving related, from cleaners to painters. Heck, we even helped a client with a golf cart purchase and another one with a tzatziki recipe! Agents and teams don't have to lift a finger because the MoveEasy Concierge handles it all. White labeled to a Broker's brand Throughout the process, what the consumer sees is the broker's brand. Brokerages can add their affiliates and partners. If they own a mortgage company, title or escrow firm – they can add them all to a white-labeled MoveEasy platform. One of the principal motivations that have driven real estate firms to become a one-stop shop is to control the customer experience. By offering sales, mortgage, title, closing, insurance, and other home services, a brokerage can deliver exceptional customer service end-to-end. Remember, that's what consumers say they want: an effortless experience, before during and after a move. Making your agents and teams heroes Offering MoveEasy is how a broker can make their agents and teams a hero in the eyes of their clients. For the last mile of the transaction – the move (and beyond) – a broker can finally gain control. They ensure their agents' clients enjoy a five-star customer service experience until their real estate transaction is truly complete. After all, if you deliver 5-star customer service to your clients for three-quarters of a transaction, and then they get 1-star service at the end, it's pretty impossible to get a 5-star rating. Venkatesh "Ven" Ganapathy, Founder & CEO of MoveEasy, moving made simple by people+tech, at moveeasy.com.    
MORE >
[Best of 2017] Friday Freebie: Stay Organized with Listing and Closing Checklists
MORE >
The Secret to Client Satisfaction (and More Referrals)
The road to a closed real estate transaction is full of starts and stops. Real estate attorney Scott Gartner knows this better than most. He's based in the Chicago metropolitan area, where lawyers participate in transactions nearly 100 percent of the time. Behind the scenes, he mostly acts as transaction coordinator, "so I have the perspective of somebody who's trying to coordinate all parties in the transaction. I found the process frustrating." Missed deadlines and lack of communication are the most frequent roadblocks that Gartner says slow down a transaction. But the biggest obstacle, he says, is how "buyers and sellers feel left out of the transaction and uninformed. For most people, this is the biggest transaction of their lives, and they have no idea what's going on behind the scenes." Overcoming this obstacle is a matter of improving both customer service and communication. This, in turn, results in happier clients as well as increased referrals and repeat business.
MORE >
4 Ways to Supercharge Your Closing Activity Plans
MORE >
How to Take Advantage of the RPR and zipLogix Integration
Big things do come in small packages. And when those simple, lightbulb kind of innovations do come our way, they are likely welcome changes to the ways in which we conduct business. Such is the case with one of the more popular features offered by Realtors Property Resource® (RPR®)––with notable regard for listing agents. Through a partnership with zipForm®, the nation's leading online real estate forms provider, REALTORS® who use zipForm® and RPR can easily jump between the two platforms via one simple click, providing instant access to forms and property data needed to complete your transaction. Moreso, the integration allows REALTORS® to create new zipForm transactions using auto-populated public records from RPR. The partnership is a neatly packaged bundle of benefits that not only saves time but alleviates the pain points of having to use two of real estate's most powerful platforms independent of one another. Here's how to maximize the integration to your advantage in two minutes or less... Set up the Integration Sign onto RPR at narrpr.com. Search for your subject property. Then, from the RPR Property Details page, most REALTORS® using zipForm will automatically see the zipForm Transactions button. If not, connect by way of your RPR User Profile. Choose Link Accounts and a series of simple prompts will help begin the process. Once complete, the zipForm Transactions button will display on the RPR Property Details page. You will then have the option to: Go to specific transactions for that property address in zipForm® Start a new transaction for the street address pulled up in RPR Go to the RPR homepage
MORE >
Reesio Training
MORE >
Keep Yourself Trending with the NEW zipForm® Mobile
Monday, March 13, 2017 at 8:00 AM PST Start a Transaction on the Go with the Mobile device of your choice. The new zipForm® Mobile brings many of the zipForm® Plus functions directly to your phone or tablet. Create a New Transaction Add a Template Add Property information Add Parties information Fill in additional information using MLS-Connect (optional) Start a digital signing with both TouchSign® and zipLogix Digital Ink® Register now!
MORE >
Friday Freebie: Stay Organized with Listing and Closing Checklists
MORE >
Going Green in 2017
Real estate agents and brokers know that having a transaction management program today is a must-have to remain competitive, compliant and become more productive. But there's another huge benefit to a paperless transaction that is often overlooked: it's remarkably Earth-friendly. Being more eco-friendly remains important to a vast majority of Americans. In fact, 79 percent of Americans "agree that they consider themselves an environmentally conscious person," while only 6 percent strongly disagree, according to a Harris Poll conducted last year. The impact of paper Consider for a moment the amount of paper the average real estate agent handles during a single typical transaction—from the marketing materials and often hardcopy of a CMA at a listing presentation, to the contract, addendums, title, appraisal and documents at the closing table—the stack of paper would likely be as thick as an old telephone book for a major city! Now think about the fact that there are typically 5-6 million new and existing homes sales each year, and the fact that the typical sales transaction still provides multiple sets of paper documents for all the parties involved, and we are talking a huge negative impact on our environment. Now according to experts, it takes a little more than half a tree to make 10 reams of 100 percent, non-recycled 20-lb. copier paper. One ream of 500 sheets of paper uses about 6 percent of a tree. The bottom line is that if every real estate agent went paperless, we could potentially save millions of trees each year.
MORE >
DocuSign Transaction Rooms for Real Estate: Broker Edition
MORE >
The Power of Automation: Sync your transactions to QuickBooks
Wednesday, January 18, 2017 at 10:00 AM PST In real estate we know how important it is to keep your business and accounting streamlined, so we have a fantastic solution that we built based on our own customer's needs and feedback for just that purpose! Connect Brokermint transaction management to Quickbooks and pay agents, invoice customers and send all receivables and payables, eliminating double entry and allowing you to keep your books straight, seamlessly. In a few days, on January 18 at 10am PT, our team will be hosting a webinar to share best practices with you: Why QuickBooks is a perfect fit for thousands of businesses How to sync your transaction data to QuickBooksHow to cut checks and pay your agents How to setup recurring/monthly billing How to do direct deposits and much more... All attendees get 25% off the first 3 months of their Brokermint subscription. Register now!
MORE >
Selecting the Right Document and Transaction Management Solution
MORE >
Tired of manually managing transactions? (10/26)
Wednesday, October 26, 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!
MORE >
Digital Transformation: Learn how leading brokers are going fully digital from lead to close. (10/25)
MORE >
How Digital Signatures Will Speed Up Your Business
In Part One of this two-part series in looking at how electronic signatures work inside a transaction management solution, Tricia Stamper of Florida Realtors shows what the experience looks like from an agent's point of view. In Part Two, Stamper will show what the signature experience looks like from a clients' point-of-view. Going paperless is the fastest way for agents and brokers to improve their businesses, increase their profitability and give clients a better experience. Real estate is a mobile industry and agents are always on the go: in their home office, in their car, or meeting with clients at their home. Today, by using a transaction management program such as Realtor-created and supported Form Simplicity, agents and brokers have the mobile tools to put contracts together anywhere. Agents are no longer chained to their desk, and with Form Simplicity's integration with eSign, electronic signatures can save every agent literally hours per transaction. That translates into increased profitability and productivity for agents. Let's first take a look at how easy and fast it is for an agent to use eSign technology, as shown inside Form Simplicity: First, an agent can create an eSign session and quickly auto-populate their client information from the transaction contacts already inside Form Simplicity: (If the contact is not already in Form Simplicity, the agent can manually add them later in the process.)
MORE >
Reesio Training (9/14)
MORE >
zipForm Plus Timely Tips and Tricks (9/14)
Wednesday, September 14, 2016 at 12:00 PM PDT Use zipForm® Plus and its time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Build consistency with time-saving templates Complete forms with Cloud Integration capabilities Quickly search and filter transactions and Save results Register now!
MORE >
DocuSign Transaction Rooms for Real Estate: Broker Edition (9/7)
MORE >
How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (9/6)
Tuesday, September 6, 2016 at 1:00 PM PDT Find out how to take your office paperless with TransactionDesk--transaction files and document checklists! We will cover all of the tools and tricks to create content for the agents to use as well as the reporting and document management functions that offer you the visibility into all of the office files. Register now!
MORE >
Tired of manually managing transactions? (8/31)
MORE >
Learn Simple Paperless Transaction Processes with zipForm® Plus (8/29)
Monday, August 29, 2016 at 11:00 AM PDT Use zipForm® Plus and it's time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Build consistency with time-saving templates Complete forms with Cloud Integration capabilities Capture contact information from popular integration providers Register now!
MORE >
Go behind the scenes with Reesio! (8/25)
MORE >
Transaction Management made easy: NAR & zipLogix New Member Benefit (8/22)
Monday, August 22, 2016 at 11:00 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!
MORE >
TransactionDesk Essentials (8/15)
MORE >
AuthentiSign and the Counter Offer (8/3)
Wednesday, August 3, 2016 at 10:30 AM PDT AuthentiSign and the Counter Offer will show the steps to Prepare a Counter Offer Form, Upload a 'Buyer Signed' Purchase Offer and prepare both for e-signing. 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!
MORE >
Reesio Training (8/16)
MORE >
Learn simple Paperless Transaction processes with zipForm® Plus (8/15)
Monday, August 15, 2016 at 9:00 AM PDT Use zipForm® Plus and it's time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Build consistency with time-saving templates Complete forms with Cloud Integration capabilities Capture contact information from popular integration providers Register now!
MORE >
DocuSign Transaction Rooms for Real Estate: Broker Edition (8/3)
MORE >
DocuSign Transaction Rooms for Real Estate (7/20)
Wednesday, July 20, 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!
MORE >
Reesio Training (7/20)
MORE >
How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (7/8)
Friday, July 8, 2016 at 7:00 AM PDT Find out how to take your office paperless with TransactionDesk--transaction files and document checklists! We will cover all of the tools and tricks to create content for the agents to use as well as the reporting and document management functions that offer you the visibility into all of the office files. Register now!
MORE >
DocuSign Transaction Rooms for Real Estate: Broker Edition (7/6)
MORE >
Transaction Management made easy: NAR & zipLogix New Member Benefit (7/5)
Tuesday, July 5, 2016 at 11:00 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!
MORE >
Advanced Authentisign for e-Signing and a Paperless Transaction File (6/30)
MORE >
DocuSign Transaction Rooms for Real Estate (6/15)
Wednesday, June 15, 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!
MORE >
TransactionDesk Essentials (6/16)
MORE >
zipForm® Plus and Paperless Transactions (6/15)
Wednesday, June 15, 2016 at 10:00 AM PDT Use zipForm® Plus and it's time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Create Templates Complete Forms Capture Contact information Register now!
MORE >
Reesio Training (6/15)
MORE >
Instanet Advanced: Faster Files with Form Templates, Documents in the Cloud (6/13)
Monday, June 13, 2016 at 11:00 AM PDT This session will cover how to set up transaction templates and start a new transaction file while automatically associating forms and features to have more efficient and consistent files. We will also cover: Documents Unlimited Online Document Storage in a Transaction File Authentisign Email Scan/Upload Print Drive or Fax documents Back into online files Pro View: The 'more is better' approach to file management, more functions, more features, more fun! Register now!
MORE >
Reesio Training (6/8)
MORE >
TransactionDesk Essentials (6/1)
Wednesday, June 1, 2016 at 8:00 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 How to manage client files online with our web-based services Register now!
MORE >
2016 NAR & zipLogix® New Member Benefit: zipTMS™ (5/31)
MORE >
TransactionDesk Essentials (5/19)
Thursday, May 19, 2016 at 12:30 PM 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 How to manage client files online with our web-based services Register now!
MORE >
Reesio Training (5/18)
MORE >
Top 5 Secret DocuSign Mobile Features That You Don’t Know About
For those of you who are closing deals on the road--which if you aren't, you should be--here are the top five features that DocuSign Transaction Rooms users don't know are available with the mobile application. 5. Bulk Actions Bulk actions allow you to choose one or more documents and take an action on those items, like email, copy or delete. To use bulk actions, touch the bulk action icon circled below, and then touch the circle next to the corresponding items you'd like to take an action on. Touch the same bulk actions icon in the bottom left to select all or none of the documents. Touch either email, copy, or delete from the bottom right. Touch Done to leave the bulk action options.
MORE >
Behind a REALTORS® Digital Life: Musings from my Mobile
MORE >
Introducing DocuSign for REALTORS® PLUS
When DocuSign acquired Cartavi, it was easy to imagine great things as a result. We waited eagerly to see what DocuSign would do with this powerful new tool in its arsenal, and we were excited to see DocuSign for REALTORS® PLUS unveiled earlier this year. This week, we took a closer look with a guided tour—and we were not disappointed. So let me show you what DocuSign for REALTORS® PLUS can do for your business. Dashboard The DocuSign for REALTORS® PLUS dashboard is your cockpit for viewing and managing your transactions. From this home screen, you can see a quick snapshot of the latest activity related to your transactions, envelopes, and documents.
MORE >
Document and Transaction Management 101
MORE >
The Plus Side of Auto-Populating Forms (and the pitfalls!)
Here at RE Technology, we're huge advocates of anything that saves time for real estate agents. After all, saving time is one of the key benefits of real estate technology! If a tool is creating work for you, you need to take a hard look at the cost-benefit analysis. Today, I'm going to focus on just one timesaving tool, auto-populating forms, and the pitfalls you should be aware of in order to be successful with them. The Plus Side State real estate associations and the National Association of REALTORS® have worked with legislators to create forms that protect all the parties to a transaction. This is a huge leap from the days when real estate agents had to lawyer every document for every transaction. But forms are just the beginning. Modern technology has taken it a step further with the ability to auto-populate these forms. Depending on the complexity of a transaction, the total number of pages of documents can exceed 300. Some forms providers have replaced "dumb forms" with "smart forms." To clarify, dumb forms require you to enter the buyer's name every single time it is required – which is often as many as 20 forms in a transaction. Smart fields, however, allow you to enter the information just once and it populates everywhere else in the documents that that information is required.
MORE >
The Biggest Marketing Mistakes (and how to avoid them!)
MORE >
7 Tools For Working With Clients Remotely
Have you ever had to work with an out-of-town client? If you have, no doubt you've thanked your lucky stars for digital tools like digital signatures and transaction management software. Sometimes, however, your buyer or seller may need a more personal touch. So what's a far-away agent to do? Consider looking into web meeting applications. Most solutions will let you share your computer screen with clients, or chat face-to-face using a webcam. You can use these programs to review documents in real-time with clients, or simply to add a human touch that remote digital transactions can sometimes lack. There are a variety of different web meeting apps on the market, both free and paid. We've rounded up a few of our favorites below. To Download or Not to Download? That is the question and, next to price, it's probably the biggest consideration when choosing the right meeting app for you. Web meeting apps come in two flavors: those that require you to download and install software before joining or hosting a meeting, and those that work right in your browser, no installation required. Those that require installation typically offer more robust features, like the ability to record a session. However, if those features are not important to you, browser-based apps may be the way to go. GoToMeeting - If you've ever attended one of RE Technology's webinars (or most of these), you're already familiar with this program. GoToMeeting is one of the most widely used online collaboration tools. It offers desktop sharing, high-def video conferencing, the ability to record sessions, and more. The program requires software installation and a monthly subscription fee. However, there is a new free version with fewer features and no installation required. This version only works in Google Chrome for up to three participants.
MORE >
When Systems Integrate, Agents Win
MORE >
Friday Freebie: EZ Coordinator
It has been far too long since I wrote a Friday Freebie. I've seen some great offers come up during my "dry spell," so I'm very excited to have my turn again, especially with such a special freebie. You see, today's Friday Freebie is actually a bit of a twofer: two offers in a single article. The first is a free trial of EZ Coordinator from Sequent Systems, and the second is an exclusive 20% off the monthly fee once you sign up – only available to RE Technology readers. Free Trial of EZ Coordinator EZ Coordinator is more than a CRM; it is a cloud-based, paperless solution for managing leads and transactions. It all begins with a profile for each lead, where you'll store their contact information and select their status. Once they're in the system, you can easily track their progress, report showings, and monitor offers received. Meanwhile, you can create custom task lists for all your prospects and transactions with due dates, priorities and email alerts. Integration with Google Calendar allows you to keep all of your appointments in one location. Once a transaction has progressed, you can collaborate with other parties to review documents. One of the unique benefits of EZ Coordinator is the ability to create customized fields within the solution. As Sequent explains it, "You know your business best, and that's why we give you the freedom to manage your clients and transactions the way that's best for you, while providing a secure way of doing so. Best of all, there's no additional cost and our team is available to assist with customization." Other benefits include user permissions, report building, commission breakdown, and integration with DocuSign®, Mail Chimp, Infusionsoft®, Google Calendar and Google Contacts. You can read more about these features on the EZ Coordinator website: www.ezcoordinator.com. Experience everything EZ Coordinator has to offer for free during a complimentary 14-day trial. During that time, you can explore all of the features and benefits we've discussed, and the many we haven't had the time to mention. To get started, click here. 20% Off EZ Coordinator Once you've completed your free trial and decided that EZ Coordinator is right for you, we have another offer. It's exclusive to RE Technology readers! You will receive 20% off of the monthly fee with the code FREEBIE. Just click the Upgrade button at the top of your page when you're logged into EZ Coordinator.
MORE >
New Features Added to zipForm® Plus
MORE >
Friday Freebie: Transaction Management from Reesio
We frequently highlight free trial offers in our Friday Freebies column. Today, however, we're bringing you something even better--a product that's free all the time, no trial required. The best part? It's a core real estate solution that's available at no charge. Free Online Transaction Management from Reesio Transaction management platforms are one of the most effective technologies an agent can leverage to make sure their business runs smoothly. So when we heard that Reesio offered theirs for free, we decided to investigate. It's easy to assume that a free solution will cut corners or offer limited features. This is not the case with Reesio. Their platform offers a multitude of features available in more expensive solutions, like unlimited transactions and users, unlimited document storage, document management, and even eSignature integration with DocuSign. This is thanks to a business model that you can learn more about here. Additional Reesio features include: Full Compliance Management for Brokerages Customizable Workflow Templates Task Management Activity Log Public Listing and Marketing Offer Management Notes and Messaging User-level Permissions Control Click here to learn more about Reesio and get started!
MORE >
Friday Freebie: Realty Commander
MORE >
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.
MORE >
Introducing Realty Commander
MORE >
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
MORE >
Product Review: Form Simplicity
MORE >
Product Review: zipForm® Plus
Have you heard about zipForm® Plus? It's the new web-based version of zipForm®, the flagship product of real estate forms pioneer zipLogix. zipForm® Plus takes all the functionality that users are accustomed to and wraps it in a new, more attractive package. The updates are more than just superficial, though. zipForm® has always been a powerhouse of a solution--sometimes to an intimidating degree. zipForm® Plus' clean new interface makes navigating the program simpler, more efficient and, yes, more enjoyable for the end user. Here a quick rundown of what's new in zipForm® Plus: 100% browser based - no plug-ins or software installation required Ability to personalize files and emails Full screen form-filling capability Real-time search Integration with third party real estate applications (for the most up-to-date information, click here) zipVault integrated document storage Advanced search capabilities with real time results Feedback link for instant suggestions
MORE >
Cartavi Adds Gusto to Version 3.3
MORE >
The Cloud is for Collaboration
Most people are familiar with the Cloud primarily for its storage capabilities. From music and movies, to documents and other files, the Cloud has become the place for saving the things you care about but don't want to store on your computer. In industries like real estate, however, the Cloud also serves another essential purpose--collaboration. Real estate transactions involve many parties--not just agents and their buyer or seller clients. There are appraisers, loan officers, attorneys, and home inspectors, just to name a few. You can pick up the phone and call any of these people easily, but what happens when you need to share documents or have forms signed? Do you really want to drive all over town, or wrangle everyone's schedules to have a meeting in some central location? What if one of the parties lives out of the area? The solution is simple: take your collaboration to the Cloud. Web-based products for transaction management, document management, and electronic signatures make this possible. With mobile technology and the use of permissions to grant the appropriate level of access to the appropriate parties, Cloud technology can allow you to collaborate with anyone over any distance for a more efficient transaction. The best way to clarify this concept is to use some examples.
MORE >
This Tuesday: Learn How to Increase Productivity and Save Time
MORE >
Checklist: Are You Using These Tools for Customer Service?
Our business is all about referrals, and gaining referrals is all about providing optimal customer service. Now, I know your time is limited so I'm going to make this really easy for you. I've talked to David Lester of Sequent Systems, an efficiency expert of sorts to get his top tools for customer service – and I've compiled them into a checklist so you can see how well your practice measures up. 1) Digital signatures. This tool offers obvious benefits for you and the environment; however, it also offers significant benefits for your customers, as well. According to David, the foremost of these is timeliness. A real estate transaction involves quite a bit of "hurry up and wait," so anything you can do to speed up the process will result in a very grateful client. "Digital signatures reduce time during closings by allowing immediate signatures, no matter where the parties to the transaction may be located," says David. "In fact, digital signatures have become a truly integral component of the real estate process. That's why we decided to integrate DocuSign (a leading digital signature solution) into our real estate transaction management solution, EZ Coordinator." You can learn more about digital signatures and DocuSign in our product directory.
MORE >
Where are Your Tech Pain Points?
MORE >
Choosing a Document and Transaction Management Solution
This is the latest in a series of 'Buyer's Guides' that feature questions to ask and options to consider before making a new purchase. See our previous guides to purchasing a CMA and CRM. What are document management and transaction management? 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.
MORE >
zipLogix to Preview Next Generation of zipForm at NAR Midyear
MORE >
Friday Freebie: EZ Coordinator
Our latest Friday Freebie couldn't have come at a better time. Just this week, Sequent Systems announced that their lead-to-close transaction management solution, EZ Coordinator, now integrates with Google Calendar/Contacts, MailChimp, and Infusionsoft CRM. No more double data entry! See how your favorite tools work with EZ Coordinator, risk free, with a free two-week trial membership. Read on to learn more. Free 14-day Trial of EZ Coordinator Real estate transactions begin far before it's time to sign a document. EZ Coordinator recognizes this, and that's why this transaction management solution is designed to manage the entire lifecycle of your clients from lead to close. With EZ Coordinator, you can add leads, flag them for follow-up, track showing and offers, share documents, sign, close, and more--all in one place. Additionally, EZ Coordinator works with best-in-class solutions that you already use, like DocuSign. Other features include: Unlimited Transactions, document storage and uploads Task Manager CRM (Client Relationship Manager) Calendar Integration with DocuSign, Mailchimp, Google Apps, and Infusionsoft Advanced task functions Link documents to a task In addition to their free trial, EZ Coordinator is also offering a 20% discount off the monthly charge when you use the code FREEBIE at checkout (price adjusted after you complete the sign up process). Click here to get started today!
MORE >
8 Resources for Saving 'Green' this Earth Day
MORE >
Spring Clean Your Business Processes
How organized is your work life? If you're like a lot of agents, your desk is probably scattered with random paperwork, sticky notes, and more. Your unofficial other office--your car--is probably not faring much better. You're not alone. According to a survey by staffing firm Adecco, 57% of workers admit to judging colleagues based on the tidiness of their workspace. Your co-workers, however, are likely to be far more forgiving than potential clients. Luckily, spring is finally here, and now's the perfect time to get your professional life and space organized. Deep Clean Your Business Processes Spring cleaning your work life should, yes, include your physical space, but should also be a time to take a critical eye to your business processes and technology use. Why? Because while it's easy to get organized, it's far more challenging to stay organized. Start by honestly examining your weaknesses. What are your obstacles to staying organized? Are there technological tools you can use that would help? If you find yourself buried in mountains of paper, for instance, consider purchasing a solution like zipForm® 6 that digitizes transactions and eliminates unnecessary paperwork. Conversely, are there any tools that you're paying for but not using that you could eliminate? Cleaning up your bottom line is as important as cleaning up your personal space. For the most efficient use of your time and budget, focus on acquiring tools that integrate with each other. For example, when your transaction management solution offers digital signature capability, just think how much easier it would be to collect signatures from all parties, and how much faster you could submit offers or close a deal.
MORE >
Plan Your Work and Work Your Plan
MORE >
"The Cloud" 101
Prabakar Mahalingam of GoPaperless Solutions says: You've heard so much about "the cloud," but do you really understand what it is and what the impacts are for your business? Maybe it's time to get back to the basics – with a crash course in Cloud Computing 101. Definition The cloud isn't up in the air; it's actually a bunch of servers in a data center, somewhere on the ground. What most real estate agents need to understand about cloud computing is that it is essentially any form of computing (particularly applications or storage) that takes place on the Internet. It's obviously more complicated and technical than this, but that other stuff matters for our developers – not for you, the end consumer. Use in Real Estate Each industry leverages cloud computing in a slightly different way. Some of the primary uses for real estate include: Storage – Saving and accessing data is one of the primary applications of cloud computing in any industry (just look at the popularity of Dropbox). In real estate, this is certainly true as agents seek to store signed documents, forms, contracts, photos, and other crucial information. The online vault is an example from our Real Estate Dashboard solution, where agents can access their contracts and documents anywhere, anytime, plus provide permission-based access to their clients and contacts. Fax – Sending and receiving fax electronically with cloud-based systems can help agents reduce the waste and inconvenience of paper fax. This is one of the popular features in our REDfax solution.
MORE >
Follow the Leader - Stewart Morris, Jr.
MORE >
Friday Freebie: Merge
Merge is a new technology built to help real estate professionals report listing activity to sellers. The company recently announced the release of Version 2, as well as a free 7-day trial. Free 7-Day Trial of MergeReal estate professionals can now try Merge for free for 7 days. No credit card is required in order to sign up for the trial, so you don’t need to worry about being automatically billed. To sign up for the trial, click here. About MergeAs Merge is relatively new on the scene, many of our readers may not be familiar with the technology. So, we’re going to republish their recent press release here: Activity Reports for Sellers Made Easy with Merge This exciting new platform has recently emerged from beta, launching Version 2 and gaining cross-industry buzz. Lakewood Ranch, FL (June 2012) – Merge, released new software today to support the real estate agent in reporting listing activities to their seller. Real estate listing agents accomplish an astonishing array of tasks throughout  the process of representing a home seller; relaying all of these activities to the seller informs them of the valuable services being provided by their agent. “Real estate agents are constantly having to justify their commission,” explains Joel Beasley, Merge Founder and Developer. “Yet, they’re not doing this effectively. In fact, research indicates that the typical agent communicates only 31% of what they actually do for their sellers. If you’re only explaining 31%, how can you justify 100% of your commission? That’s what I had in mind when I created Merge.”
MORE >
Product Review: myFirstAm
MORE >
Product Review: Instanet Solutions Suite
RE Technology usually tries to keep product reviews simple, focusing only on a single product from a single company at one time. However, we are deviating from our usual routine for this review with very good reason: the suite of products from Instanet Solutions integrate so seamlessly that to try to cover each separately would be doing a disservice to readers and to the product. Still, it's important to note that each of the products mentioned in this review can be purchased separately, if you so choose. The Basics To make this as easy to visualize and understand as possible, we will first walk through some of the most basic tasks related to a new transaction. We'll begin in TransactionDesk, Instanet's transaction management solution. There are several ways to create a transaction: If you're a member of certain MLSs, you can use the one-click transaction option from within the MLS to automatically import all the information. You can also create a new transaction from within TransactionDesk by entering a transaction name, a data source, a property type, and an MLS or APN number. This method of creating a transaction will also automatically import information from your MLS or a tax service. Here's an example: Whether you're using the one-click transaction option or creating a transaction manually, Instanet will automatically load the property information, the parties involved (including contact information, in many cases), and the forms necessary to complete the transaction.
MORE >
Document Management vs. Transaction Management
MORE >
Product Review: Cartavi and DocuSign Integration
Like most of the industry, we were intrigued by the news of Cartavi’s integration with DocuSign. We’d had the opportunity for a brief demo of the Cartavi document management system at industry events and were certainly impressed – but the addition of DocuSign electronic signatures takes this already - impressive platform to a whole new level. The folks at Cartavi and DocuSign offered to give us a test drive of the entire product, and we happily accepted. Here’s what we saw. Cartavi: The Basics First, lets cover the basic bells and whistles of Cartavi, because it is, quite simply, awesome. Essentially, Cartavi allows you to create a “transaction room” (an online space dedicated to a specific listing), invite participants to the room, and share documents with those participants. Of course, now you can also sign documents. Some of the features we thought were particularly interesting include: Adding documents to Cartavi or exporting documents from Cartavi is easy – even when the other party isn't a Cartavi user. In the demo, they called themselves "the Switzerland of sharing" – and it's an apt description. You can fax or email into and out of Cartavi. Cartavi is truly mobile. They have a very slick app for iPhone, Android phone, and iPad. If you're nervous about storing documents in the cloud, you have the option to take any and all of your documents, create a ZIP file, and save them on your computer or external storage device. Notifications. With Cartavi, you can arrange to get notifications about anything. These notifications can come in via email and/or on your mobile device.
MORE >
Knowledge is Power
MORE >
Looking Forward with Austin Allison
We figure Austin Allison, CEO of DotLoop (www.DotLoop.com), is doing many things right. After all, DotLoop blows up our Google news alerts on a daily basis. The news tells us that Austin’s company is growing by  “loops” and bounds – unsurprising, once you get to know his product. So we decided to play “crystal ball,” and get Austin’s take on where the future of his company – and the real estate industry – will go. “The market is ripe for a solution that works,” says Austin.  “That is why DotLoop is growing at an unusually fast pace for this industry. This isn’t just blind optimism; we have every reason to believe that we can: Introduce new revenue streams. Reduce administrative time by 70%. Achieve a 100% savings on carbon copy/paper forms. Eliminate contract disputes. Eliminate document storage cost. Increase the number of deal conversions by 4 to 5 deals per year, per agent. This week DotLoop will be announcing another national brand partnership.  Also stay tuned for the largest DotLoop announcement yet at the NAR Convention and Expo starting this week. We will be announcing a new offering that people cannot afford to say ‘no’ too.”
MORE >
Are You Meeting Your Goals for 2011?
MORE >
Want to Keep Your Gen Y Clients Satisfied?
Today’s real estate consumer communicates very differently with their agent than in past times. Unlike boomers who like to get to know their agent and work with them in person, Gen Y’s prefer to do most things electronically. They ask for you to send them an update to a contract via text. They want you to set them up on auto email from your MLS system to look for listings that match their search criteria. Bottomline, they want to just “get it done". They don’t have the time or interest to really get to know and the true skills you provide as an agent. Gone are the days of riding around in the car for weeks looking for just the right home. They’re narrowing their choices online long before they get to you. While this can be easier in some respects, it can also be dangerous. If they don’t really know what an agent does, why would they value the commission they pay for the services? How do you prove your worth without building a strong personal relationship?
MORE >
Track My File
MORE >
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
MORE >