You are viewing our site as a Broker, switch your view below:

Agent | Broker     Reset Filters to Default
Why Does Transaction Management Take So Long?!
Thursday, June 20, 2019 at 11:00 AM PDT Nearly 50 percent of brokerages spend up to one hour on a single transaction. It can take even longer when you factor in the usual suspects like: Incomplete paperwork Last-minute changes Inconsistent forms It's 2019. Shouldn't transaction management be easier by now? Join us as we diagnose why transactions are taking so long. We'll pinpoint where the problems persist and identify exactly how much money transactions are costing brokerages per year. Finally, we'll prescribe a solution, proven to save brokerages up to 90 percent of time on their transaction management process. Register now!
MORE >
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.
MORE >
DocuSign Deepens G Suite Integration
MORE >
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.
MORE >
12 Reasons Why Your Brokerage Should Use Transaction Management Software
MORE >
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?
MORE >
Crye-Leike Integrates CRM, Transaction Management, and Accounting
MORE >
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.'
MORE >
What's the Difference Between Transaction Management and Going Paperless?
MORE >
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?
MORE >
One Brokerage's Key to Success
MORE >
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.    
MORE >
WATCH: Fend off the competition from new brokerage models
MORE >
7 Things to Look for in Transaction Management Software
The real estate landscape is changing. Home buyers today can pay for their takeout with apps, ask their phones to call their parents for them, and take a leisurely stroll through their favorite neighborhood without leaving their living rooms. So it can be a little surprising when a real estate agent shows up at their door with a sheaf of old-fashioned paperwork. In light of this, it's no surprise that electronic forms and eSignatures are taking over the industry. It's so much easier for home buyers. All they have to do is tap their iPad a few times and their "paperwork" is done. It's also easier for agents, who don't have to lug around all that paperwork, drive it to the office, and spend hours filling out forms. But what about the brokerage?
MORE >
How Blockchain Technology Could Transform Real Estate Listings and Marketing
MORE >
DocuSign Launches Strikethrough Feature for Real Estate
REALTORS® will often times need to amend an offer letter with a new offer price after negotiation. Or you will need to cross out certain clauses that aren't applicable to your client in a standard form. Now, with DocuSign LINE, you can easily do so.
MORE >
Qualia Raises $33 Million for Transaction Management
MORE >
[VIDEO] Lone Wolf's Virtual Meet and Greet
Lone Wolf Technologies has been one of the fastest growing real estate technology companies for quite some time now. Layered on top of their leading competitive market share in brokerage accounting and back office solutions are a plethora of productivity solutions for brokerage. The latest jewel in their crown was the acquisition of Instanet – among the leaders in forms management and transaction management for MLSs and brokers. I tuned into the recording of their recent virtual Meet & Greet to listen in:
MORE >
MoxiWorks to Deliver LeadingRE Cloud Data Services Ahead of Big Franchises
MORE >
Bitcoin Now Accepted for Real Estate Transactions in NYC and Miami
What real estate news is shocking agents and brokers across the country? How many people have Bitcoin – and are looking to use the cryptocurrency in their next real estate transaction. Offers from Bitcoin buyers are popping up across the map, and agents and sellers are opening up to the concept of the new monetary medium. Pushing the Boundaries of Sales
MORE >
How to Streamline Your Real Estate Transaction Using dotloop and iBroker
MORE >
RE/MAX Northern Illinois takes their network digital: Learn their tricks
Casey Reagan is Chief Technology Officer for RE/MAX Northern Illinois, a franchisor. He supports 75 brokerages with a total of 2,296 agents—currently generating a total volume of $9 billion in sales—so brokers in the Northern Illinois network can focus on recruiting, retention and sales. The RE/MAX credo is, "You're in business for yourself, but not by yourself." And Reagan takes that credo seriously, building out a technology strategy that supports brokerages and enables their success.
MORE >
What Lone Wolf's Acquisition of Instanet Solutions Means for Brokers and MLSs
MORE >
Which Transaction Management Tool is Right for Your Brokerage? (Part 2)
Yesterday, we took a look at the first of two transaction management solutions for brokerages. Today, we're highlighting Form Simplicity, a Realtor-owned platform from our 2017-18 Technology Guide. What is Form Simplicity? Form Simplicity is a forms and transaction management solution that is, true to its name, simple for real estate professionals to use. The program is owned by Florida Realtors, who ensures 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.
MORE >
Which Transaction Management Tool is Right for Your Brokerage? (Part 1)
MORE >
How to Create a Tech-Enhanced Brokerage that Wins
The real estate industry is changing. Handwritten offers, filing cabinets and printers are a thing of the past. Mobile offices, instantaneous responses, and data analytics are here to stay. For a brokerage to survive in this new digital age, their agents need to be equipped with state of the art tools at their fingertips. Now that the days of drowning in paper are over, it seems like a new real estate technology pops up every day and it can be easy to get overwhelmed and lost in all the options. So how do you differentiate the useful from the useless and figure out which tools are right for you and your brokerage?
MORE >
Brokermint Matures into a Top Choice for Small to Mid-sized Brokers
MORE >
Friday Freebie: 2 Back Office Tools Go Head-to-Head!
An all-in-one back office solution or a platform that integrates with your existing tools? Different brokerages have different needs, and today we're highlighting two competing back office systems aimed at small- and mid-sized firms. Free trials and special offers from Brokermint and BrokerSumo Brokers in the market for a back office solution that handles commissions and billings have a world of choices available to them. At one end, we have enterprise-level packages that work great for massive firms, but are likely too expensive or too complicated for smaller companies. At the other end, we have leaner solutions like Brokermint and BrokerSumo that are better equipped to serve independent and more modestly sized brokerages. Both solutions are relative newcomers to the real estate technology scene and are targeted at a similar customer base. Both offer commission management, and both can integrate with Quickbooks or other popular accounting tools. So where do they differ? Well, Brokermint aims to be the do-it-all solution for small- and mid-sized brokers, and offers a complete transaction management component, complete with task checklists, integrated eSignatures, as well as tracking of tools like lockboxes and yard signs. BrokerSumo, on the other hand, offers integration opportunities with existing transaction management platforms like Dotloop. Rather than reinvent the wheel with regards to transaction management, BrokerSumo focuses on doing what it does really well—managing your commission plans and internal accounting needs like agent billing, direct deposit, escrow, generating 1099s, and even tracking the ROI of your marketing efforts. Which solution is best for you comes down to what you need. Do you already use a transaction management tool that you're happy with? If you just need a program to handle your commission and accounting needs, BrokerSumo may be the better bet. Are you looking to get all your back office needs—from transaction management to accounting to commissions—met under one roof? Consider Brokermint. If you're not sure which option is best for you, you can try them both for free—no credit card required. Better yet, we've negotiated additional special offers just for RE Technology readers. Check out the details of each opportunity below: Brokermint: Free 30-day trial, plus 10% off your subscription fees for life when you sign up here. BrokerSumo: Free 14-day trial, plus $50 off your first month with promo code RETECHJUNE. Sign-up here!
MORE >
Give Your Brokerage a Fresh Green Start
MORE >
5 Overlooked Ways to Process Transactions Quicker and Easier
Digital tools have sped up the pace of real estate transactions by removing the time burden imposed by tedious tasks and the shuffling of paperwork. Brokers already know the main ways that real estate software has helped in this area, but are you aware of the often overlooked ways that your transaction management platform helps you close deals faster? Rather than rehashing obvious transaction accelerators, like digital document approval and synced MLS transaction data, today we'll look at subtler features that are speeding up the transaction game. To help us illustrate our points, we're using a few screenshots from back office and transaction management solution Brokermint. Here are five features in your transaction management system that can help you close transactions faster:
MORE >
DocuSign is a Lifesaver for the Home Industry—Here’s Why
MORE >
Dotloop and NextHome Team Up with Back Office Upstart BrokerSumo
You may start hearing the name "BrokerSumo" a lot more in the months ahead. The upstart back office solution announced two recent agreements that could expand its user base significantly. Last week, the company entered into a partnership with NextHome, Inc. to provide NextHome franchisees a platform for managing office accounting, and the commissions and compensation of the firm's 1,700+ agents. Rather than stuffing its software with a lot of bloated features, BrokerSumo is a lean solution that focuses on doing one thing well: handling the financial side of your back office. NextHome Chief Strategy Officer Keith Robinson cited BrokerSumo's "blend of efficiency, accuracy and ease of use" as a major factor in deciding to offer it to franchisees. "As you manage your brokerage, your back office solution should 'just work' and allow you to be a better leader for your agents," says Robinson.
MORE >
DocuSign Transaction Rooms and Profit Power: Stop doing double work
MORE >
3 Simple Ways to Find the Time to Grow Your Brokerage While Saving 8 Hours a Week
Every broker and manager that I know suffers from the same problem – there is simply not enough time in the day to effectively coach each agent to be the most successful they can be. We are too busy putting out fires all day, working our way through transaction anomalies and answering questions. What if there was a way to free up 10 to 20 percent of your week? Would that help you and your managers be able to focus on more productive work? We interviewed Sally Liddicoat, a broker from Arizona, and she gave us some great insights about how her transaction management system freed up numerous hours per week of her time for more profitable activities. Liddicoat runs WEICHERT, REALTORS® - Peak Performance, a brokerage in Arizona with 13 agents, including herself. Like most small business owners, she wears many hats, including owning her own real estate school. She is extremely busy. We spoke to her about Reesio, the program she has chosen to manage her transactions—completely online. Free Up About Half a Day Per Week Liddicoat tells us that by bringing her transactions online with a platform that systemizes transactions and creates easy-to-follow workflows, she has freed up time to focus on revenue generating activities. By streamlining her management process with a cloud based system, Liddicoat says that she found the time to start her own real estate licensing school and join the board of her local association—a much more productive uses of her time, in her estimation.
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 >
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 >
The value of becoming a 'Paperless Broker'
MORE >
Which Back Office Reports Are Most Valuable to Brokers?
Reporting capabilities are a key component of brokerage back office platforms. Reports give brokers the ability to identify top producers, low performers, potential recruits, and even monitor transactions for signs of trouble. With the end of the year coming up, brokers' thoughts may soon be turning to how their business performed in 2016. However, the typical back office solution contains dozens of different types of reports, and it can be difficult to pin down which ones are most useful. To help us narrow down which reports brokers should focus on, we turned to Andrew Chishchevoy, founder of back office solution Brokermint. He pointed out over a dozen reports that Brokermint clients use to stay on top of their business. You can find analogous reports in the back office system you currently use. Reports for Monitoring Agent Performance "A quality agent report lets brokers see all information about their agents," says Chishchevoy. "You should be able to slice and dice that information to find out what an agent did, when they did it, how much they contributed to the company, and how much they earned. You can basically compare your agents in an apples-to-apples manner to identify top performers and those who may need help." Chishchevoy recommends using the following reports to keep an eye on agent performance: Agent profile report - A list of all agents with full profile information. Use filters to differentiate between active and inactive agents, as well as other criteria. Agent production report - See each agent's individual contribution, their commissions earned and sales volume. This is a multi-level report that allows you to identify top producers and their associated transactions. Reports for Monitoring Transactions A substantial part of monitoring your agents (and the health of your firm) consists of monitoring their transactions. Look for these or similar reports to accomplish this: Brokerage trends report - Get a high level view of what's happening in your business. This report shows the 12-month trend of listings that are new, under contract, closed and cancelled, grouped by month. For larger companies, filters allow you to break down these trends by office. Transaction documents report - This report finds transactions with missing documents so that brokers can identify potential issues. You can drill down by agent. Reports for active listings, pending sales, cancelled sales, and closed sales - Each of these are individual reports by transaction status. Brokermint software allows you to filter each report by agent so you can identify those with, for example, the most cancelled sales in order to identify coaching opportunities. Financial Reports Where's your money going, and what money is owed to you? These reports can help answer these questions, and more: Commission disbursement authorization report - This report shows transactions with generated commission disbursement forms. Brokers can use this report to determine which files are missing processed CDAs. Payments report - A detailed overview of deductions, like transaction fees, desk fees, E&O fees, etc. Brokers can filter by status, timeframe and agent. Earnest money deposit report - Shows earnest money deposits across pending transactions. Companies use this report to reconcile with their escrow account balance. Reports for Tracking Leads, Equipment, and More Hard numbers aren't the only thing that your back office solution can track. It can also track where your leads come from, your inventory of lockboxes and yard signs, and even the vendors you most frequently use. Lead source report - View all and compare your lead sources, and the ROI for each. "Because this is a contract to close product, we've included the ability to track of your marketing sources," says Chishchevoy. "If you have 20-30 different lead sources, you can analyze all that within the system to figure out what's working, down to the dollars spent and your ROI." Lockbox and yard sign - Track your yard sign and lockbox inventory. "We've learned that many, many companies need this," says Chishchevoy. "If they have, for example, 50 active listings, they hypothetically have 50 yard signs and lockboxes installed somewhere. They want to track those so that as soon as they sell, they can go and pick up the sign and lockbox and start using it again." Vendor report - Allows brokers to see the vendors used in live transactions, escrow, title, and beyond. Franchise and Custom Reports If you're a franchisee, you may have additional reporting needs that 'mom and pop' shops do not. Look for reports just for franchises in your back office solution to make communication with your corporate office easier. "Brokermint offers franchise reports within our system so brokers don't have to use a third party solution," says Chishchevoy. "Brokermint generates all needed reports in the needed layout that they can use to submit to their corporate office." And even though most back office platforms offer a wide range of pre-made reports, many brokers may find that they have special needs that necessitate a custom built report. Most solutions providers, including Brokermint, are happy to build these for you for a small fee. Contact your vendor to learn more. If you'd like to try Brokermint's reports for yourself, they offer a 30-day free trial. RE Technology members who want to continue using the program after trial are eligible for a 10% discount when they sign up at the link above.
MORE >
Improving Transaction Efficiency with DocuSign's Integrated Solutions
MORE >
How Transaction Management Helps Brokers Comply and Track
Millions of real estate agents have already gone paperless by using a transaction management solution; today, brokers also can streamline many of their most essential business management processes digitally as well, if they adopt the right transaction management program. One of the key drivers for deciding on which transaction management program a brokerage or MLS should select for their agents is a deep dive into what that transaction management solution does for brokers, as well as what it costs. That's because there is a significant difference between offerings today in terms of the tools, costs, and benefits for brokers. Built-in Broker Tools Last year, Form Simplicity, one of the real estate industry's most popular and advanced paperless transaction solutions – and the only one created for Realtors by Realtors – added broker transaction management features. From a single place inside Form Simplicity, brokers can manage, review, approve, track and store every agent's transaction activity from beginning to end. While some transaction management solutions charge extra for these broker tools for the peace of mind they deliver, Form Simplicity integrates all these broker features at no extra cost. For a broker, the benefits from these built-in features are big, especially when it comes to compliance. Form Simplicity broker tools helps brokers reduce risk through a customizable, automated, paperless review process to help brokerages remain compliant. Moreover, brokers are operating in a collaborative environment, working digitally with each agent throughout the transaction process to ensure accuracy across the streamlined workflow. At their fingertips, brokers can see email and text correspondence for every transaction; that transparency gives brokers visibility into each agent's transaction activity, and allows brokers to evaluate, comment on and approve all forms digitally submitted by their agents. Let's take a look at a couple of examples of what a broker sees inside Form Simplicity.
MORE >
Strategic rollout fuels RE/MAX Ability Plus DocuSign success
MORE >
[Video] Go 100% Digital, from Lead to Close
As technology transforms the real estate industry, brokerages are turning to a completely digital strategy, or what's become known as a lead-to-close strategy. On Tuesday, brokerage leaders who have implemented this strategy in their own companies shared their insights with us during a live webinar. What tools and methods are they using to help them accomplish this? To find out, watch the webinar recording below: If you don't have time to watch the full hour-long recording, here's a cheat sheet to help you find the segments most relevant to your business. Just skip ahead to the time indicated to view that portion. 0:00 - Introduction. Meet our panelists, and learn about the recent shifts and trends in real estate technology. Find out how agents fit into the digital 'ecosystem' of the 20+ apps they use over the course of a transaction. 7:00 - Meet Scott Crowley, SVP and Chief Information Officer, Berkshire Hathaway - Fox & Roach. In addition to brokerage services, Crowley's company offers mortgage, title, and insurance services. "What we tried to put together was a system that basically can sit over top of all four of those core business units and help them to function better at an enterprise level," he says. Berkshire Hathaway - Fox & Roach wanted to move customers through all four business units seamlessly. Crowley says they wanted to manage their digital assets in real time in a way that generates revenue building opportunities. They company wanted to "see if there is a better way to try to run our brokerage."
MORE >
Friday Freebie: Try Real Estate's Easiest-to-Use Back Office Solution for 30 Days
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 >
Transaction Checklists: The Magic Pill for Compliance
MORE >
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!
MORE >
A Tool for Visualizing Your Transaction Pipeline
MORE >
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!
MORE >
What DocuSign's New 'Lead to Close Strategy' Means for Brokers
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 >
Product Review: Brokermint Offers Complete Back Office Management to Small and Mid-Sized Firms
MORE >
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.
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 >
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.
MORE >
Transaction Management made easy: NAR & zipLogix New Member Benefit (8/22)
MORE >
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!
MORE >
AuthentiSign and the Counter Offer (8/3)
MORE >
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!
MORE >
Learn simple Paperless Transaction processes with zipForm® Plus (8/15)
MORE >
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!
MORE >
Leverage Smart Forms to Save Your Agents Time
MORE >
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?
MORE >
Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name
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 >
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.
MORE >
How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (7/8)
MORE >
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!
MORE >
Transaction Management made easy: NAR & zipLogix New Member Benefit (7/5)
MORE >
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!
MORE >
DocuSign Transaction Rooms for Real Estate (6/15)
MORE >
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!
MORE >
zipForm® Plus and Paperless Transactions (6/15)
MORE >
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!
MORE >
Instanet Advanced: Faster Files with Form Templates, Documents in the Cloud (6/13)
MORE >
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!
MORE >
TransactionDesk Essentials (6/1)
MORE >
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.
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 >
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...
MORE >
What Are the Advantages of Technology Made for Realtors by Realtors?
MORE >
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.
MORE >
Splitting PDFs in DocuSign with Fewer Clicks
MORE >
[INFOGRAPHIC] 5 Signs You’re Ready for a Paperless Office
The concept of a paperless office has been around for a long time, but you still haven't made the transition. Maybe you're not fully aware of the benefits or you're questioning if you're really ready. Wondering if it's time for you to go paperless? Check out the infographic below for the 5 signs you're ready for a paperless office.
MORE >
[Video] It's Your Business, It's Your Data!
MORE >
Real Estate Brokerage CRM and Leads: Working in the Old vs. NEW
Why is it that you run into so many old-fashioned "CRM" systems? And then there are the quasi-CRMs with a little bit of lead management, and then there are the standalone, sweet-technology systems (like call tracking or auto-texting). What a brokerage, successful team or large real estate company truly needs is high integration and high automation around some very simple tools that make your life easier. But, at the end of the day, those tools still need to help close transactions and kick out some reporting. Well, it turns out that you not only need the right system or solutions, but you also really need the right mindset around those tools. More specifically, it is about making sure you mentally commit the team to the new way of doing things. For today's post, we have brought together some of the ways that working leads and contacts in an old system or process contrasts with the way they can (and should) be worked in a new technology system. Scenario 1: What Actually Happened to Your Lead OLD: Lead comes in, you manually pass or email it out to an agent, and create a task for yourself to follow-up with the agent in a week. One week later, you email the agent for an update. New: Lead enters the system from any source, and distributes out to a single agent or group of agents. Once the lead is accepted, automated emails and text messages can begin going to the lead, and the agent can click-to-call, click-to-text, or email the lead immediately – which activity is tracked in the system. One week later, the lead manager checks the prior week's leads, and views the leads activity alongside the agent's auto-logged activity. No self reporting, no "All these leads stink," no BS.
MORE >
Top 5 Details to Fill Out in Your Transaction Room
MORE >
DocuSign Transaction Rooms and Apple Watch: It Just Makes Sense
The folks here on the real estate team love it when new technology emerges. We're a group that can't wait to get our hands on the latest gadgets, and we know a lot of you are the same way. That's why we're thrilled to announce Apple Watch integration with DocuSign Transaction Rooms. If you already have an Apple Watch, or if one has found its way onto your holiday wish list, you might be excited to learn that the DocuSign Transaction Rooms task features pair up nicely with our mobile app for iPhone. You can get reminder notifications and view tasks that are coming due in the next week. You'll also be able to keep track of tasks that are awaiting approval, and see tasks that have been completed, approved, or declined. And if you enable the Apple Watch's glance feature, you can get a quick summary of all your tasks from there.
MORE >
Real Estate Transactions Are Now on Top of the Stress List
MORE >
Keeping Up with Technology – Where Does Your Business Stand?
The National Association of REALTORS® Real Estate in a Digital Age report states that 46 percent of all real estate firms consider keeping up with technology in the next two years a big challenge. The continuous change to existing technology and the development of new technologies make it tough to stay ahead of the game. So how do you? Consider your prospects and clients. Target your technology according to who comes to you for real estate support, advice and assistance in finding a home. Statistics from the report found that the use of online information such as website listings and photos were more effective when marketing to Millennials and Generation Xers. Whereas baby boomers found virtual tours on your listings and in-person meetings more effective to meet their needs. The availability of new technology also means the transaction process has changed. The recent partnerships with companies like BackAgent, DocuSign and Dotloop® have shown leading technology company Lone Wolf Real Estate Technologies guiding this change. Lone Wolf's Transaction Management Integration Program is facilitating the various ways agents submit transaction documents. The program serves the diverse needs of the office and connects the industry for more streamlined and efficient operations.
MORE >
Tips for Real Estate: DocuSign Tasks Just Got Easier
MORE >
Broker Compliance Has Never Been So Easy – and Paperless
Ask a broker today if he loves all the paperwork related to compliance and you might just get laughed out of the room. That's about to change for tens of thousands of broker-owners. One of the real estate industry's most popular and advanced paperless transaction solutions – Form Simplicity from Florida Realtors® – has added Broker Transaction Management to its cloud-based platform, making a large piece of the compliance puzzle paperless. Tom Baker, Regional Sales Manager for The Keyes Company and 2015 Florida Realtors Vice President District 3, has been beta testing these new broker features. Tom's experience has resulted in his firm going all in. "We are in the process of implementing the Broker Review transaction management platform companywide," he says, and explains, "We evaluated competitor platforms and made the decision that Form Simplicity was the best solution for transaction management." That's high praise coming from a company known to be ahead of the curve in deploying useful real estate technology for its agents and brokers. It's also great news for the paperless transaction movement. But perhaps the even bigger news for brokers who already use Form Simplicity is this: There is no additional cost for the Broker Transaction Management features. Absolutely nothing. For long-time users of Form Simplicity, this move may not be too surprising because as Eric Forsman, Vice President of Technology Services at Florida Realtors® points out, "Form Simplicity was made by Realtors® for Realtors®." When you have a pro-Realtor software product that's run and managed by one of the nation's largest Realtor Associations, you tend to do things a little differently than the competition. Eric notes that improvements, like the new addition of Broker Transaction Management, are "based on users' feedback."
MORE >