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Real Estate Wars: The Battle for Simpler Transactions
REAL ESTATE IS UNDER SIEGE. AGENTS AND BROKERAGES, WHO HAVE LONG BORNE THE INDUSTRY'S STANDARD, FACE THREATS ON TWO FRONTS. ON ONE, A NEW GENERATION OF CONSUMERS CLAMORS FOR A FLAWLESS AND COMPLETELY DIGITAL EXPERIENCE. ON THE OTHER, DISRUPTORS DESCEND UPON THE INDUSTRY TO OFFER THE EXPERIENCE THAT CONSUMERS ARE NOT GETTING. IN THIS PIVOTAL MOMENT, AGENTS AND BROKERAGES MUST RESPOND TO THESE CHALLENGES OR FACE DECLINE. WHO CAN THEY TURN TO FOR HELP? It's not just an opening crawl to a good story. It's reality. Real estate is very much at a crossroads. Core practices are changing due to a variety of factors—a massive number of new consumers raised on the Internet and smartphones, a groundswell of industry disruptors seeking their piece of the real estate pie, and more. In this environment, the critical role that agents and brokerages play in the real estate industry—facilitator, negotiator, friend—is increasingly undermined, and buyers and sellers are openly wondering: Why have an agent? Why work with a brokerage? Why pay a commission when you can do everything yourself? The answer to these questions has always been that real estate is too complicated, too big, too important to DIY. Consumers need experts and that's why agents and brokerages exist. But the problem is, with so many inherent complications in their core practices, do agents and brokers still feel like the experts? Just look at how complicated it is to complete a transaction. They have different systems for listings, CRM, showings, contracts, signatures, accounting, commissions, ancillary services, and so on. Agents have to enter deals in their systems and then send them to the office. The office then enters the same deals in the brokerage's systems, and then sends it back to the agent for more data entry. Then it comes back to the brokerage again. And when one thing changes—and it always does—everyone has to start all over again. At the mercy of this mess is the consumer, who just wants to buy or sell a home. It looks like agents and brokerages are engaged in the figurative fight of their lives, a conflict in which their profession's place in the industry is at stake. And rather than come together and meet their challenges with a unified front and comprehensive strategy, it's every man and woman for themselves. Admittedly, this is partly the tech world's fault. Real estate is flooded with too much technology and very little of it works together. As a result, the problems the tech world has sought to solve—double data entry, inefficiency, inaccuracy—continue to plague the industry and sabotage the experience agents and brokerages can provide to their buyers and sellers. To that, Lone Wolf says: No more! We're here to make real estate simpler. We started 30 years ago and, in that time, have worked with thousands of brokerages and millions of agents to deliver the kind of technology they want and need for their jobs. We believe in the industry and the pivotal role your professions play in the experience of hundreds of millions of buyers and sellers across North America. That's why we do what we do. We want to make it easy for: Agents to create, sign, and complete a deal. Because that also makes things easier for their clients and their brokerage. Brokerages to close a deal and pay their agents and outside parties. Because that makes things better for their agents and their clients. Agents and brokerages to pick and choose the tools that are most valuable to their clients' experience—things like moving services, CRM, earnest money deposits—and plug them into the solutions they use every day. Because that makes things better for everyone. But this is not just lip service. Together with some of the best and brightest tech companies in the world, we're building a digital environment in which agents and brokerages can find all of the solutions they need to run their business and serve their buyers and sellers at the same time. A place where all of their tools connect and work together. A place that puts efficiency and speed and simplicity in the palm of the expert's hands, where it belongs. That place? Lone Wolf's transaction solutions, zipTMS Broker and TransactionDesk. We've already added a variety of upstream and downstream services to each of these industry-leading solutions and will continue to add more in the months ahead. Before long, it will be possible to manage the entire real estate experience—before, during, and after the deal—in this one place. We believe agents and brokerages should remain the stewards of the real estate industry and continue to define the consumer's experience for generations to come. And so they can always turn to us for help. To view the original article, visit the Lone Wolf blog.
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Agents, Brokers Rave about the Redesigned Form Simplicity and Its Ease of Use
How does a real estate association or brokerage cut through the clutter to choose the right transaction management solution that satisfies both agents and brokers? A great place to start is to listen to what agents and brokers who are using a transaction management solution are saying. The truth is a lot of real estate software that claims to be "easy to use" is hard to use for most agents and brokers. Because Florida Realtors owns and operates both real estate's number one tech support firm (Tech Helpline) and a top transaction management firm (Form Simplicity), we get a first-hand look into how agents use technology. When they struggle, we are often the first place they call for help. It's why Form Simplicity invested deeply in a redesign that makes using our transaction management software truly easier to use. After rolling it out to more than a quarter of a million agents and brokers nationwide who have access to Form Simplicity, the feedback has been remarkable. Little things matter If you have never used a transaction management program before, the thought of moving towards a paperless process can be daunting. Newbies require transaction management software to be highly intuitive. They need to be able to jump in, find their way around quickly, and not get stuck. When it comes to designing an exceptional client experience, every agent and broker knows that it is often the little things that matter. For a great software experience, you have to do more than provide a cool-looking, modern layout. You have to make the ability to navigate simply. You have to make the program work as well on mobile as it does on a desktop or laptop. You have to make the experience as frictionless as possible. You want agents and brokers to use the software every day and never think twice about how to find something. It's the little things, like colorful buttons that are easy to identify at a glance or the ability with a single click to expand your view so you can see everything on one page, instead of having to toggle through a bunch of tabs. Put your best features forward In the redesign of Form Simplicity, we put the things agents and brokers want to access first — such as Recent Transactions — upfront. Your most recent transactions are visible and accessible from the Home page. You can even create a new transaction directly from the Home page. We also added Upcoming Tasks to the Home page, and they are color-coded so you can see your next priority. The main navigation menu was redesigned to get you where you want to go faster: there are now fewer tabs and less clutter, but you can still quickly access all the features you need. We also pushed Useful Tools forward, giving agents and brokers the ability to add a new contact, create a clause – and more – now easier than ever to access from the Home page. Most importantly, Forms Simplicity runs faster. Why? As our tech folks tell us, "It's running on a new and fully up-to-date application architecture, from hardware to software," making it more responsive than ever for agents and brokers. Don't take our word for it Again, one of the best ways to select the right transaction management solutions is by listening to what agents and brokers who use it have to say. Right after we started to launch our redesigned Form Simplicity software, we got feedback – almost instantly. Matthew Lemon, with Lemon Drop Realty and 14 years of experience in the business, told us: "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. Keep up the great work." Shermeka McSwain, with Bruckman Realty, commented: "The recently updated changes are extremely GREAT… using the navigation, location of information, and the program structure is VERY user friendly. Thank you for the improvements." And Peggy Hall, with Britton Group, who holds the National Association of REALTORS® Seniors Real Estate Specialist (SRES) designation, the Professional Management Network (PMN) designation, is a graduate of the Space Coast Association of REALTORS® Leadership Academy in Florida, shares this: "I began using the New and Improved Form Simplicity the afternoon of the webinar. Super easy transition! Thank you." Glossy brochures, crafty emails, and polished sales pitches can help software firms sell their products more successfully. But nothing can sell any product more effectively — or stop a product in its tracks — than testimonials from those who use the software. And when they rave about their experience, you know you got it right. See it for yourself. Go to formsimplicity.com today to discover the only transaction management software solution created by Realtors for agents and brokers and still 100% owned by Realtors. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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Lone Wolf Launches Integration Between zipForm Plus and brokerWOLF
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DocuSign and Lone Wolf's zipForm Plus Deepen Partnership
In a joint effort to improve real estate transactions, DocuSign and Lone Wolf Technologies on Saturday announced that they will deepen their partnership and enhance the existing integration between DocuSign Rooms for Real Estate and Lone Wolf's zipForm Plus. This will simplify and accelerate the completion of forms, transactions, and e-signatures for users of both products.
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Is It Time to Rethink Your Current Transaction Management Solution?
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Looking for a Transaction Coordinator Checklist?
Having a transaction coordinator checklist is critical to a successful closing. And each of the checklists need to be customized by transaction side, market, and the role you play. You can create checklists in Excel, with pen and paper, or by using a transaction management program.
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Meet the Partners: An Intro to Every Lone Wolf Strategic Partnership
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Lone Wolf Transaction Management Platforms Integrate Earnest Money Deposit Functionality
Lone Wolf has long been the industry leader in real estate brokerage accounting software. This leadership position, along with a plethora of additional SaaS solutions used by brokerages, led to the company being sold to the world's fourth largest software developer, Vista Equity Partners. The company serves 1.4 million real estate agents, 20,000 offices across 9000 brokerages, and 1000 MLSs and associations across the United States and Canada.
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When It Comes to Transaction Management, a Free Solution Can Be Costly
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3 Key Truths About zipForm Plus
To anyone who's ever worked in a sales position, especially in real estate--the truth matters. There's real value in presenting the straight facts to a prospect or a client. As the North American leader in real estate technology, Lone Wolf believes firmly in the power of the truth supported with facts. So today, we wanted to take a few moments to share the truth about real estate technology—specifically the newest addition to the Lone Wolf transaction management family, zipForm® Plus.
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Form Simplicity Updates to Improve Paperless Transaction Productivity
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5 Ways Brokers Benefit from Transaction Management
It's one thing to know what transaction management does--from keeping track of paperwork and requirements to submitting forms for final approval. But it's quite another thing to know what it does for the people who work in a real estate brokerage every day. So when we talk to brokers about technology, we always like to ask. How do they use transaction management? Here are some of our favorite ways that brokers have told us they use transaction management⁠--including a few innovative ones we wouldn't have thought of otherwise!
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Tech Helpline and Form Simplicity are on the road again!
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Why Lone Wolf Acquired zipLogix and What it Means for the Real Estate Industry
Today, Lone Wolf announced its acquisition of zipLogix. This news comes on the heels of other major announcements from Lone Wolf, including the release of real estate's first two-way integration for transaction management and the back office, Link, as well as the launch of a nationwide transaction management platform for Canadian real estate professionals, CREA WEBForms. Let's look at some of the details of the acquisition and what it means for the real estate industry.
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DocuSign Deepens G Suite Integration
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Buyers Force Change in Real Estate, Tech, and Everywhere
Every transaction has a buyer and a seller. The sale could be a new home, a tube of toothpaste, a smartphone, a digital movie rental, or your next take-out meal. No matter how big or small the transaction is, who is ultimately in the driver's seat? It's the buyer. Every time.
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12 Reasons Why Your Brokerage Should Use Transaction Management Software
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12 Ways to Use TransactionDesk in 2019
This month, we're looking at effective ways to set your brokerage up for maximum success in 2019. With our 12 days of business in full swing, let's take a look at TransactionDesk—and why it's a smart investment for your real estate brokerage. So how can you use TransactionDesk in 2019?
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Crye-Leike Integrates CRM, Transaction Management, and Accounting
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Simplify and Accelerate Agreements with Dropbox Extensions
Any time that DocuSign can simply life and accelerate business for our users around the world, we will. And that's why today is an exciting day: we get to showcase our latest integration with our partner, Dropbox, in the form of 'Dropbox Extensions.'
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What's the Difference Between Transaction Management and Going Paperless?
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The 5 Ws of Transaction Management Software
As a real estate professional, whether you're a broker/owner or agent, an administrator or office staff, there are tools you rely on to run your business. A website to create leads, a CRM to manage relationships, an accounting program to manage your back office. But what about a tool to manage your transactions? Why are we convinced that we need a website and a CRM to manage a real estate business, but in so many cases, the jury is still out on transaction management software?
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One Brokerage's Key to Success
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A Boutique Brokerage's High-Tech Secrets for Beating the Competition
"Small, but mighty," is how broker/owner Erica Ramus describes her firm, Ramus Realty Group. The numbers back up her claim: with just seven agents, this rural Pennsylvania brokerage closes over 200 transactions each year. Though their team is small, Ramus Realty Group's productivity dwarfs that of their larger competitors. So how do they do it? That's what we wanted to find out when we sat down with Erica during a recent webinar. Here's an in-depth look at what we learned: High Productivity Means High Expectations One key to Ramus Realty Group's success lies in their hiring philosophy: "I don't want people who don't want to work," says Erica. And work Erica's agents will. Ramus Realty Group only hires full-time agents and has a minimum production level of 24 sides per year that each agent must meet. The bottom third of her agents meet the goal of 24 sides, while the top third complete a whopping 60-70 transaction sides per year. When hiring new agents, Erica screens for a willingness to try new technologies and to follow their system. "We believe in slow to hire, quick to fire," she says. Even if someone says the right things, if they do not start using their processes and technology immediately, Erica is quick to let them go. "I want someone to fit with how we roll, and we're high tech," she says. Erica also considers the cost of someone who doesn't fit their culture. "She's costing you not just the systems and the tools that you're paying for, but she's costing morale. When people see that other people are not pulling their own weight in the company, or are not buying into what everyone else is doing, it hurts everybody." Smart Tech for a Small, Mighty Firm For agents that are willing to work hard, Erica offers plenty of support to help them meet their production goals. As an early adopter of technology and "a geek at heart," Erica began blogging and using ActiveRain shortly after her office opened in 2007. As a result of over a decade of blogging and promoting her firm's website, the site has excellent SEO, or "Google juice," as Erica puts it. Because the site brings in tons of organic leads by itself, Erica doesn't have to pay for leads. Her agents can cherry-pick the hottest leads and incubate the rest. Erica was also an early adopter of online forms. When zipForm debuted, Erica worked as an agent for another brokerage that, she says, "was still doing paper and carbon." She paid to use zipForm herself because "I knew that was the technology of the future." Technology like that, she says, makes her brokerage faster, better and stronger. Erica offers zipForm and DocuSign Transaction Rooms to create an online transaction that's not only more efficient, but also more transparent to the consumer. Her company prides itself on combining this technology with live guidance to clients about key elements of the documents they've been sent. For Ramus Realty Group, DocuSign makes it easier to close deals faster and give consumers full transparency on the steps needed to complete a transaction. "Paper and carbon and meeting someone in a coffee is great, but it's also great if my buyer is two towns away and they want to put an offer in immediately. If we can not only send it over through zipForm, but then have them DocuSign it, that's win-win." So what's on Ramus Realty Group's tech shortlist? According to Erica, it's: zipForm and DocuSign Access to the MLS Marketing tools for creating collateral like flyers and ads Trello for checklists; each listing has a Trello board RE Technology.com Two virtual assistants "[Agents] want to know that they bring the listing in, they bring the buyer in, and we're going to do the rest so that they can get in the car and go do the next deal," Erica says. Ensuring Agent Adoption Because she invests in so much technology, how does Erica ensure that her agents actually use it? "I think it depends on how important the program is to the broker. So, for example, zipForm and DocuSign -- to me, that's a drop-dead. They have to use it. If they're not using it, they're not going to be in the office." Erica is more lenient on other things, like their online lead generation program. She can see when agents are logging in to the system and collecting leads. When they don't, the system cuts them off from receiving more leads. If that behavior doesn’t change after training and coaching, the agent is let go. The key to agent adoption for Ramus Realty Group begins with agent recruiting. Erica doesn't recruit agents who show a reticence to using technology systems and processes. That's not just about efficiency, she says. It's about how today's consumer wants to do things. Selecting New Technology Erica has some advice for brokers who struggle with evaluating the myriad new technologies that debut every year--think about comfort. Are your agents comfortable enough with the technology to use it daily? The program they will actually use is the best. Also, consider if the technology solves all of your pain points. If not, look at others. As for Erica, she limits her experimentation to the types of technologies that will help her agents the most and that they are willing to use: CRM, marketing tools, lead gen and online transaction processing. The Pennsylvania Association of REALTORS® provides zipForm as part of her membership, so it doesn't cost extra to provide it to her agents. Looking Ahead to Tomorrow's Tech When it comes to the technology of the future, Erica is intrigued by the promise of the blockchain. But "not necessarily for real estate sales," she says. Rather, it's the title and mortgage side of blockchain that she thinks could speed up transactions dramatically. "It could make our closings much faster if we don't have to worry about all these title issues and verifications because blockchain has enabled every step of the process." Want to hear more of Erica's thoughts on leading a tech-driven brokerage? Watch our webinar for the full-length interview. To learn more about building a technology platform for your brokerage, download this FREE guide from DocuSign.    
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7 Things to Look for in Transaction Management Software
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How Blockchain Technology Could Transform Real Estate Listings and Marketing
Tired of the redundancies, errors, delays, waste, and exorbitant fees that have been part and parcel of real estate sales transactions since the dawn of time? From portal conundrums that create property search snafus, to transactional miscommunications that lead to seemingly endless delays, it may finally be time to stop the insanity. Meet Blockchain Technology
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DocuSign Launches Strikethrough Feature for Real Estate
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Qualia Raises $33 Million for Transaction Management
It is always interesting to me when a company I have never heard of raises a pile of cash. Qualia, a real estate technology company that aims to make the closing process better for consumers, just closed a series B round, led by Menlo Ventures, with participation from 8VC and Bienville Capital. According to Qualia, the home closing is a $40 billion industry. Participants in the closing include lenders, Realtors®, title agents, escrow, home buyers and sellers—more specifically, title company, law firm, real estate agent/brokerage, mortgage lender, vendor, underwriter, home buyer/seller and institutional buyer/seller.
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[VIDEO] Lone Wolf's Virtual Meet and Greet
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MoxiWorks to Deliver LeadingRE Cloud Data Services Ahead of Big Franchises
In an announcement made to their membership, Leading Real Estate Companies of the World (LeadingRE) have entered into a definitive agreement with Moxi Works to provide LeadingRE Cloud to their 565+ brokerage members. Franchises and networks like LeadingRE have been providing data services for their brokers over decades. No doubt, the most notorious version is the legacy CREST system at Realogy Holdings Corporation. Keller Williams CEO, Gary Keller, has kicked off a billion dollar investment in technology. RE/MAX® is in the process to buy a company or outsource to a vendor. Berkshire Hathaway Home Services has projects underway but have not released their ambitions to the media. Remember, all franchise systems are required to have some sort of database for tracking payments from the broker to the franchise on transactions. They all need data systems to power up their franchise software solutions.
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Bitcoin Now Accepted for Real Estate Transactions in NYC and Miami
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How to Streamline Your Real Estate Transaction Using dotloop and iBroker
Integration to bring disparate technologies closer together is becoming an ever-more-popular trend as consumers come to expect increasing ease and fusion in their lives. Take the entertainment industry as an example — the Movies Anywhere platform syncs your Universal, Fox, Sony, Warner Bros., Disney, Pixar, Lucasfilm and Marvel Studios digital media with Amazon, Vudu and other streaming platforms. And in health care, new electronic health records that can be more easily transferred and shared between physicians gives synchronicity to the patient experience. Those seamless technologies have taken longer to seep into real estate technology, however. Real estate brokerages and office managers typically have to juggle multiple tools and platforms in order to keep up with marketplace and consumer expectations, and that means a lot of duplicated effort — entering the same listing's information into several places, for example. But now, the ease of integration has arrived for brokerages in at least one big way: transaction management platform dotloop is now integrating with the powerful and simplified office management solution iBroker.
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RE/MAX Northern Illinois takes their network digital: Learn their tricks
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What Lone Wolf's Acquisition of Instanet Solutions Means for Brokers and MLSs
The transaction management software space is one of the most competitive categories of real estate technology. Today, Lone Wolf, one of the leading providers of broker accounting and management solutions, announced its acquisition of fellow Canadian company Instanet Solutions. This is the second transaction management software acquisition in the past two weeks. Fidelity National Financial, Inc. recently acquired a majority interest in Skyslope, another highly regarded transaction management solution.
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Which Transaction Management Tool is Right for Your Brokerage? (Part 2)
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Which Transaction Management Tool is Right for Your Brokerage? (Part 1)
Document and transaction management solutions have become ubiquitous tools for real estate brokers over the past decade. It's no wonder—these platforms save brokerages time and money, thanks to reductions in paper use, physical storage, and compliance issues. So which transaction management solution is right for you? That depends on your needs. To help you evaluate your options, this week we'll be examining two transaction management tools highlighted in our 2017-18 Technology Guide.
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How to Create a Tech-Enhanced Brokerage that Wins
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Brokermint Matures into a Top Choice for Small to Mid-sized Brokers
Last year, we introduced you to Brokermint, an all-in-one back office platform that was just emerging as a serious contender in its niche. The article came right at the moment of Brokermint's "coming of age," so to speak, when the company was adding the crucial features—like eSignature support—that made it competitive with established tools in the back office space. A lot has happened in the intervening months, and Brokermint is now well down the path to maturity. They've spent the past year adding refining the platform, adding new functionalities, and making their reports even smarter. So what's new? Here's our exhaustive list of all the latest improvements from Brokermint: New Dropbox Integration Available
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Friday Freebie: 2 Back Office Tools Go Head-to-Head!
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Give Your Brokerage a Fresh Green Start
Starting a new brokerage? Let environmental advocacy and leadership differentiate you from your competitors. The results of a recent survey clearly show that home buyers and sellers now consider the environment in their decision making. So how can you make your new brokerage green?
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5 Overlooked Ways to Process Transactions Quicker and Easier
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DocuSign is a Lifesaver for the Home Industry—Here’s Why
We don’t exactly live in the Matrix yet, but homes are definitely getting the digital treatment. Every step in a home’s lifecycle has been touched by technology—from the first construction to the final sale. It’s not just home improvement—the construction and real estate trades have come to rely on online programs to manage customers, listings, and projects. Agents set up virtual tours to entice homeowners online, book showings through the internet, and search listings using industry applications. Remodelers have found no less benefit from moving more of their business online—they score new customers through their social media and marketing efforts, or simplify their planning process using project management and 3D rendering software that make difficult renovations proceed smoothly. With so much of our work lives going digital, paper contracts feel absolutely prehistoric, which is why so many Realtors and contractors have switched over to digital signing programs. Specifically, here’s what each trade stands to gain from a more high-tech contract process.
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Dotloop and NextHome Team Up with Back Office Upstart BrokerSumo
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DocuSign Transaction Rooms and Profit Power: Stop doing double work
Tired of doing double work? Re-entering data into multiple systems is a hassle agents, brokers, and transaction coordinators are all too familiar with. The DocuSign Real Estate team is working to put an end to it with our latest integration with Profit Power! DocuSign Transaction Rooms and Profit Power have come together to provide brokerages with a streamlined solution for managing real estate transactions – from lead to close. Import transaction data captured in Transaction Rooms into Profit Power to reduce data entry, minimize errors, and increase data consistency. It's as easy as 1, 2, 3: Get set up quickly. Reach out to both your DocuSign and Profit Power Account Managers to request the integration be turned on. Then simply link your accounts from within Profit Power one time. No additional cost, no fuss.
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3 Simple Ways to Find the Time to Grow Your Brokerage While Saving 8 Hours a Week
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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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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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The value of becoming a 'Paperless Broker'
Tens of thousands of real estate agents have embraced the digitization of the real estate transaction by going paperless. By integrating transaction management software into their daily business routine - such as Form Simplicity from Florida Realtors® - it's saved them and their clients time and frustration, as many of the most tedious and cumbersome tasks for a real estate transaction have been streamlined. Agents going paperless have also given brokers greater visibility into their business: Brokers can track and view productivity, examine work flow processes and see the status of every transaction in real time. But there is an even bigger opportunity for brokers today: going paperless themselves. A paperless broker at no additional cost Late last year, Form Simplicity made it easier for real estate management to become "Paperless Brokers" when Form Simplicity added Broker Transaction Management to its cloud-based platform. The big value for brokers: it makes a big piece of mandatory compliance requirements paperless. The biggest news for brokers whose agents use Form Simplicity? There's no additional cost for its Broker Transaction Management features. Absolutely nothing. Form Simplicity users are used to seeing robust features like these being included at no extra charge because they know that Form Simplicity is the transaction management software created by Realtors® for Realtors and is owned by the second-largest state Realtor association in America.
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Which Back Office Reports Are Most Valuable to Brokers?
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Improving Transaction Efficiency with DocuSign's Integrated Solutions
Inaccurate or incomplete documentation can bog down productivity and even undermine a trust relationship with clients—but it is an inevitable problem when transferring data between multiple software solutions throughout a real estate transaction. However, the leading document and transaction management service provider, DocuSign, recently announced enhancements to their real estate product lines that provide a true 'lead-to-close' document management strategy. Through partnerships with other leading property data, customer resource management (CRM), accounting, loan origination, and title companies, DocuSign now offers Realtors the ability to manage and track transactions—completely digitally. These new efficiency gaining tools are available to Realtors through the already familiar DocuSign Transaction Rooms for Real Estate. Agents can access property data from 100 million property listings and create a secure online transaction room that is automatically pre-populated with with key details, for efficient collaboration with agents, clients, and other parties. Even better, single sign-on capabilities enables agents to more effectively leverage some of their other everyday transaction solutions as property and transaction details are pushed directly from DocuSign's transaction room—without re-entering the data. For brokers, DocuSign's paperless transaction management solution delivers end-to-end oversight compliance. Workflow templates can be tailored to include reminders, deadlines, and even customized notifications so that transactions can be kept on track every step of the way. The digital audit trail creates added security, ensuring that documentation is complete and accurate throughout each transaction. In fact, Dilbeck Real Estate, an independent, family-owned firm with 600 agents in 14 offices, realized enhanced accountability and business security after implementing DocuSign's transaction management solution.
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How Transaction Management Helps Brokers Comply and Track
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Strategic rollout fuels RE/MAX Ability Plus DocuSign success
Jennie Franklin knew her brokerage needed a way to help agents improve transaction speed, increase efficiency in day-to-day operations, and decrease the cost and problems associated with paper processes. "We already had a paperless solution in place that wasn't working very well for us," said Franklin, Director of Operations for RE/MAX Ability Plus in Indianapolis. "We were constantly being backlogged because there was still a lot of paperwork being turned in by the agent. We needed something much more functional." DocuSign's eSignature and Transaction Room capabilities were precisely what the brokerage was looking for. At the time RE/MAX Ability Plus made the switch, Franklin had already been using DocuSign for five years. She knew that once the brokerage's 150 agents saw everything DocuSign could help them do, they'd quickly understand the benefits. "I have a goal of 100 percent adoption of DocuSign in the office because I feel so strongly about it being such a great tool," Franklin said. "As agents start to see it, they say, 'I need to get on board with this.'" As with any new program, and a sales force the size of RE/MAX Ability Plus, the key to success was a carefully planned rollout strategy. That meant talking to agents and finding out precisely what they needed the platform to do – and then delivering a system that met those needs.
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Friday Freebie: Try Real Estate's Easiest-to-Use Back Office Solution for 30 Days
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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!
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Transaction Checklists: The Magic Pill for Compliance
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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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A Tool for Visualizing Your Transaction Pipeline
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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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What DocuSign's New 'Lead to Close Strategy' Means for Brokers
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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!
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DocuSign Transaction Rooms for Real Estate: Broker Edition (9/7)
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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!
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Product Review: Brokermint Offers Complete Back Office Management to Small and Mid-Sized Firms
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DocuSign Tips for Real Estate: It's All in the (Configurable) Details
If you are a DocuSign Transaction Rooms: Broker Edition user and have looked at our Transaction Room Details tab recently, you may have noticed that we've added a lot. These additions include a Contact Information section, a Service Providers section, more listing and offer details, a Comment section, as well as an extensive list of Lone Wolf data fields for users who utilize that integration. Although it's great that we offer all of these new detail fields for our Broker Edition users, not every organization may need or want each data field. To help Transaction Rooms better fit the organizations using it, we created a configurable "Transaction Details" section. The company admin of each organization can adjust not only what is visible to internal and external users, but also what is required when a Transaction Room is created, and what is required before submitting a Transaction Room for final review. This has become a very powerful tool for organizations that lean heavily on our Details section, as it allows them to utilize DocuSign Transaction Rooms as a type of data aggregator. Let's a take a look at how Broker Edition users can access the "Transaction Details" section and what the implications are of enabling particular detail fields within a Transaction Room.
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Tired of manually managing transactions? (8/31)
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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!
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Go behind the scenes with Reesio! (8/25)
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Looking for Peace of Mind from Transaction Management Software
We rely on technology in real estate today more than ever. But it seems we often take it for granted. Until we read the headlines, that is, and are reminded that with powerful technology comes the need for caution, care and responsibility in order to protect our clients and our own livelihood. Did you know that nearly 30,000 websites are infected with malware every day? Target got hacked, and 70 million customers were affected. Over the last five years, 27 million Americans have faced identity theft. And that's just the tip of the iceberg; according to the FBI, as cyber crime has become commonplace and it's growing. In fact, the FBI now has specially trained "cyber squads" at its headquarters and in each of its 56 field offices nationwide. They have even established new "Cyber Action Teams" that, at a moment's notice, will travel to just about anywhere in the world to assist with computer intrusion cases. That's why, when dealing with one of the most important financial decisions someone will make in a lifetime – buying a home – every piece of software that touches confidential information must be truly secure. It's why we built superior-level security into Form Simplicity, one of the most popular transaction management tools for real estate agents and brokers, created by Realtors and for Realtors and owned by Florida Realtors®. Going paperless and reducing risk Agents need a key go-to technology to help digitize their workflow, and that is what Form Simplicity does. Transaction management software, for the novice, simply takes parts of an agent or broker's job that are seen as time-consuming and often repetitive, and makes them much easier.
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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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Leverage Smart Forms to Save Your Agents Time
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20 Years and Counting: Still Waiting for Digital Real Estate Transactions
In the 1990s, it was called disintermediation. In the 2010s, we are calling it disruption. Back then, we talked about a "new paradigm" that would alter the real estate business forever. Now we talk about "new business models" doing the same. The names may have changed, but the bottom line is this: I am still waiting for digital real estate transactions to be a common practice, not the exception to the rule. What has really changed? Next month in early August, like many of my colleagues, I am heading to Inman News Real Estate Connect in San Francisco. It's hard for me to believe that it has been nearly two decades – 20 years, or more than 7,000 days – since the first Real Estate Connect in 1996. Brad Inman held the first real estate + technology confab at his family retreat in the Sonoma Valley. That was in late September 1996. Several months later, I met with Brad in a restaurant next to the Hyatt in Bellevue, WA, listening to him tell me what I missed and what he wanted to do next: a full-blown Real Estate Connect conference at the Hilton in San Francisco. He had a goal of 800+ people in attendance, including the Who's-Who of real estate and technology leaders, at a sold out exhibit hall and wanted my help. Now I think back to 1996 and 1997 to what real estate looked like then and what it looks like today. Despite all the talk about disintermediation and the gust of wind that Internet 1.0 blew into the aggressive expansion of technology into the real estate space, and the current blitz of amazing innovations, I have to ask: What has really changed?
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Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name
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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!
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Reesio Training (7/20)
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Why Customer Service is Key to Selecting the Right Transaction Management Program
When you think of exceptional customer service companies, brands such as Apple, Amazon and Nordstrom immediately come to mind for most people. It's interesting that companies that are the best in their category are often known for having the best customer service. They also typically have the best products, processes or services, but it is the customer service component that resonates with most of their remarkably loyal fans and followers. Their customers often rave about their experiences, becoming unpaid company evangelists. For Form Simplicity, Brenda Ghibaudi is one of its biggest champions. When you ask the Florida 1st Realtor with Better Homes and Gardens Real Estate, located in South Florida, about the support she receives, she will tell you that Form Simplicity ranks beyond triple-A: "I would rate them, compared to any other customer service or tech support, a quadruple A," she says. It is the little things that add up to big benefits for Brenda, she explains. "They are welcoming when you call -- and they call me by my first name when they answer the phone. And they treat you great, regardless if you are tech savvy or not real techie at all; they are like chameleons in how they adjust to the level of the person who is calling in," she adds. Brenda also loves the fact that she can spend a Sunday at home, and if she's catching up on work and has a problem with a form auto populating, for example, she knows help is only a phone call away. "Being available seven days a week saves me a lot of time," she adds. Doing the right thing Brenda's experiences typifies the customer service approach that Form Simplicity strives to provide: a customer service experience that is unmatched by our competitors. Listening to the comments from both new and existing customers, it's a claim we are confident we can back up. More evidence of the success of our customer service-centric sales culture comes from the fact that our client attrition rate caused by customer dissatisfaction due to customer service is practically non-existent.
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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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How Brokerages Benefit with Transaction Management Customization
Brokerages have a lot of options when it comes to choosing a transaction management solution, but for the most part, what they often end up with is something that is identical to what their competitors have down the street. It's as if brokerages are trapped in a Henry Ford world: "Any customer can have a car painted any color that he wants so long as it is black," Ford used to tease his sales team. Trouble is, we live in a world where you can go online and customize your car, from the color of your bumpers to the look of your taillights. So why can't you customize your transaction management software so that the look and feel of the software is your brand and not the same one your competition uses? Well, with Form Simplicity, you can, because that's what brokerages tell us they want. Importance of Brand A survey of top real estate executives nationwide said that among "competitive differentiators," brand was ranked in the top three items along with marketing tools and technology and agent productivity. The Thought Leader Survey from marketing firm Imprev also found that brand outranks the leads a brokerage generates for their agents and the company's culture as a competitive differentiator.
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2016 NAR & zipLogix® New Member Benefit: zipTMS™ (5/31)
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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!
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Reesio Training (5/18)
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A Realistic Way to Manage Real Estate Transactions in a CRM
It can be a conundrum to fit transactions into your CRM in an effective way. Today I'm sharing an approach we are taking with our CRM system to solve this puzzle. What I am about to share may or may not apply to other CRM systems, of course. We've worked to determine our development path based on best practices, user requests and, most importantly, what is realistically feasible for agents to handle. The basics of our approach, however, should be applicable to just about any CRM system worth its salt, so whether you are looking to fix this part of your current CRM system or in the market for a new CRM system, this article should be helpful to you. Rule #1: You should never automate EVERYTHING, but you certainly should automate as much as possible (realistically) How can you choose what is not too much and not too little, but just right, to automate when it comes to the transaction management portion of your CRM system? I suggest you start with the basics. Whether your system comes pre-loaded with some basic date fields in the buyer or seller transactions, or if you have to figure them out on your own, the first thing you need is a way to keep track of the most basic dates. Above is a small screenshot of some of these dates we are talking about. This particular screenshot happens to come from our CRM system's Seller Transaction. If there isn't a spot for them, there isn't an ability to set up some sort of reminder or tracking system, so it is critical you are able to update your transaction objects in your CRM. The important thing to remember is that this WILL NOT be the only place you are keeping track of dates and reminders. It will be the lion's share of them, though. That brings me to my next tip...
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What Are the Advantages of Technology Made for Realtors by Realtors?
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Automating Compliance: How Powerful New Tech Tools Protect Broker-owners
Last fall, Form Simplicity, one of the real estate industry's most popular and advanced paperless transaction management solutions that was created by the Florida Realtors®, added Broker Transaction Management as a standard feature at no additional cost to customers. The reason this is significant is that perhaps no task is more mundane – yet more important – than the compliance issues that brokerage management faces. Broker Transaction Management creates a single place for real estate broker-owners to manage, review, approve, track and store every agent's transaction activity from beginning to end. It was also the motivation behind deploying these features without any additional costs to Form Simplicity customers because this need is universal: Every brokerage must deal with compliance issues every day. Broker transaction management tools shouldn't be something you have to pay for separately; it should be a standard feature within every transaction management system. Risk management Reducing risk through compliance is a key role for real estate management. These new broker tools reduce risk through a customizable, automated, paperless review process that helps safeguard brokerage transactions to remain compliant. First, brokers can collaborate with their agents throughout the transaction review process to ensure accuracy across a streamlined workflow. Second, these tools also offer office transparency: brokers track email and text correspondence for every transaction. This not only gives brokers visibility into each agent's transaction activity, it also allows brokers to evaluate, comment on and approve all forms digitally submitted by their agents.
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