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Lone Wolf Introduces New Cloud Solutions for Agents, Brokers, Teams, Franchises, MLSs, and Associations
Lone Wolf Technologies announced the availability of real estate's first integrated suites of technology solutions targeted to the specific and unique needs of residential real estate stakeholders: Agent Cloud, Team Cloud, Broker Cloud, Franchise Cloud, and Organization Cloud. Each cloud solution connects real estate's leading technology in a single package and is available for purchase today through lwolf.com.
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Worth the Upgrade: How to go fully digital with the Ultimate Edition of Form Simplicity
When the vast majority of agents in America found themselves working exclusively from home, a new reality took hold. The more you could do digitally, the more likely you would remain successful throughout our health crisis. Agents and brokers who had been using a transaction management solution like Form Simplicity have stayed on top. They've been able to keep their business going by managing their transactions digitally, from listing to closing. As real estate begins its rebound, agents and brokers are looking for ways to work better remotely. For top producing brokers and agents, that means a robust, digital transaction management program. It also means using it every day. The Form Simplicity solution A transaction management program needs to be the cornerstone of going digital. But you also need to make sure you exploit all the benefits that it can provide you and your clients remotely. Form Simplicity, a leading digital transaction management solution owned and operated by Florida Realtors, is used nationwide by associations, MLSs, and brokerages. Beyond the ability to help you fully manage transactions remotely, Form Simplicity is the only leading transaction management solution created for real estate pros by real estate pros. Knowing what you need to improve your workflow and offer more remote services to your clients is what Form Simplicity does best. Every version of Form Simplicity – Starter, Professional, and Ultimate – provides these core features to help every agent work better – and faster – remotely: Everything is in the cloud and mobile-friendly: You can create, edit and store transactions online, on any device, and access anytime. Auto-populate feature – enter once: You no longer have to input the same information repeatedly on multiple forms. Get rid of clutter: Stop searching through stacks of paper files. You can find every transaction form instantly. Ditch your calculator: Eliminate math mistakes, as these smart forms do the calculations for you. Reduce your risk: All forms are always up to date, approved by the association, and are technically accurate. You won't make the mistake of using the wrong form. Do everything on your mobile phone: The newest update allows you to create and edit transactions on your smartphone or tablet, giving you total control from anywhere you are. Unmatched training and tech support: You get free and unlimited access to live and on-demand webinars along with an online library of how-to videos that walk you step-by-step through the most common tasks. If you ever need help, tech support is provided by the best in the business: Tech Helpline, also owned and operated by Florida Realtors. Tech Helpline is real estate's No. 1 tech support service, staffed by a team of the industry's most friendly, patient, and knowledgeable tech analysts who work with agents and brokers every day. The Professional Edition of Form Simplicity helps busy agents manage even more transactions remotely, providing them with up to 50 MB of online storage. And both the Professional and Ultimate Editions allow agents and brokers to do more with these additional features: Organizes even the disorganized: No more searching through countless emails and sticky notes for transaction details. Find what you need immediately. No more time spent downloading and uploading documents: Every email, text, and attachment goes directly to the right transaction, ready to view at any time. Collaborate online: You can engage clients and third parties in real-time, with comments online, again, all organized within the right transaction folder. Work in teams by giving read/write access to specific transactions to people you choose in your office. Tools for Brokers: Includes Broker Review—the ability to review, comment on and approve all forms digitally submitted by your agents. Create customizable checklists for agents to use when submitting their transactions' documentation for review. This allows your team to remain compliant. Visibility into each agent's transaction activity including email and SMS history. Ability to showcase your brand by adding your company logo to the forms your agents use in your transactions. And much more. But to go fully digital, you need the Ultimate Edition of Form Simplicity. The Ultimate Edition gives you unlimited electronic signing and unlimited online storage. For most agents, this upgrade is less than 20 cents a day. The Ultimate Edition of Form Simplicity: Solves your signature problems: No more driving around or hunting someone down to sign. Electronic signatures mean signing remotely, from anywhere, helping you close your deals on time. Bank-grade electronics signature features: It has all the security bells and whistles that makes digital signing safe. It uses advanced password protection, uses a Certificate of Authenticity (tracks date, time, email, and IP address), creates an Audit Log, and ensures every signature is legal and binding. Never worry about running out of space: Because every electronic signature session you send comes back as files that you need to store; you get unlimited storage. You also won't have to delete files to make way for new ones with unlimited document storage. You can retrieve any older file at any time. The popularity of esigning has never been higher. By investing a little more with an upgrade to Form Simplicity Ultimate Edition, agents can solve one of their most significant challenges – and time killers – when working remotely. Upgrading to the Ultimate Edition is the easiest way to go fully digital. Going digital is no longer an option; it's what your clients need – and expect. If your association, MLS or brokerage does not offer a transaction management solution, ask them to contact Form Simplicity today through our website at formsimplicity.com. 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 New Technology Marketplace
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Redesigned Form Simplicity Makes Working Remotely Easier than Ever
Form Simplicity, the only transaction management software owned 100% by a Realtor association, makes working remotely easier than ever. Across the country, agents and brokers are switching to the redesigned version of Form Simplicity as they rapidly adapt to all things digital. Many are attending webinars hosted by Technology Training Manager Kaz Cisowski. Kaz reports he has had more people attend Form Simplicity training in the last four months than all of last year. "People are hungry to learn right now," Kaz says, who has already trained about 7,500 professionals. As agents and brokers nationwide hone their digital skills in record numbers, most are telling Kaz that the latest version of Form Simplicity is much easier to use. "They tell me that Form Simplicity has become a lot less 'click-ish,'" pans Kaz, noting that its improved user interface means fewer clicks for agents to create forms or navigate the program. Kaz, a former real estate agent, can personally relate to changes made in Form Simplicity to help optimize an agent's workflow, and he explains that during his two-hour Form Simplicity class. He walks agents through the steps to set up transaction forms and configure them once to save them time on every future transaction. He notes that when agents learn how to automatically import essential property data from the MLS to across all their transaction forms, they are hooked. "Every agent wants to know what's in it for them – to switch to the new Form Simplicity," Kaz explains. As being able to work remotely took on a whole new meaning starting in March, Kaz is delighted to see how agents react when they see that From Simplicity is remarkably mobile friendly. He demonstrates this during his webinar on an iPad. When agents learn that they also can use their phones to create transactions or to monitor the transaction status, they are surprised – and delighted. "Some agents had no idea you could use Form Simplicity on your phone," he said. Change is hard for everyone, so Kaz spends time during his training going through the things that some agents have become accustomed to with an earlier version of Form Simplicity. But once he walks them through the logic in why the changes were made, agents embrace the redesign as they can see first-hand how the improvements have made Form Simplicity more intuitive. And sometimes, Kaz notes, little changes can make a big difference for some agents and brokers. One example, he says, is when he demonstrates "how to sort transactions by the last time it was updated, so they appear in descending order, most recent to oldest, something you couldn't do before." Giving agents these filters makes it more powerful and practical, he explains. But perhaps the most crucial element Kaz brings to his online training is fun: he lightens the load by interjecting humor, where appropriate, to make the classes not only educational but a little more entertaining. "What I really want to do in my class is help people master the paperless real estate transaction," Kaz says. "By teaching them how to set up their preferences, making sure they understand how to use esign and going over their esign templates. We go over all the things they can do in advance, so they don't have to do extra work when they do each signing," he says, adding, "It's all about creating that optimal workflow for each agent." For his broker training, Kaz focuses on two things that are important to those who run brokerages: How to use Form Simplicity to reduce risk and remain compliant. Since Form Simplicity is often a member benefit provided by their MLS or association, Kaz notes that with the increased appetite for training, "A lot of members are starting to understand the value of going digital and say, 'Hey, I can do this, and it does not cost me an extra penny.'" Kaz says that with so many agents discovering what they need to work remotely, they appreciate now more than ever software solutions that are easy to use. "Form Simplicity helps agents stay organized, and they can always see what they didn't do yet," he says. Understanding the practical benefits of a digital transaction management solution for agents comes down to seeing it in action. Kaz has given thousands of Realtors nationwide a front-row seat to see the advantages offered by the redesign and is gearing up to host webinars for thousands more. Check with your association or MLS to see if they offer Form Simplicity as a member benefit and when the next webinar is if you haven't been trained on the newest version. Your opportunity to better manage your transactions remotely may be at your fingertips. Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.
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Will Remaining States Abandon Attorney Closings?
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Transaction Management: Updated Association Forms for COVID-19
Current events have caused a shift in every industry--real estate included. Although people continue to buy and sell homes, it's understandable that some of the nuances around those transactions have changed, and with that comes changes to forms requirements. So today, we're sharing a list with you of all the associations Lone Wolf works with who have either introduced new forms or amended current forms to address COVID-19.
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What Makes the Form Simplicity Boarding Process Unique?
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Lone Wolf Expands Marketplace of Real Estate Tools for 1.3 Million Agents in the U.S.
Lone Wolf Technologies announced that three new real estate tools are now available as integrations in zipForm Plus, the national transaction management member benefit in the U.S.: Earnnest, eCommission, and Updater. Each of these tools simplifies the transaction experience for agents and brokerages and bolsters the value they can provide their buyers and sellers. Earnnest specializes in safe and secure digital escrow payments, connecting to more than 12,000 financial institutions across the country with banking-level security and encryption, mitigating the growing risks of wire fraud. eCommission provides commission advances to agents on pending sales and active listings through a short and simple online process. Updater is the nation's leading moving app, simplifying the relocation process for millions of home buyers and sellers across the country through a personalized moving concierge.
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Real Estate Wars: The Battle for Simpler Transactions
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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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How to Select the Right Transaction Management Solution
Changes in the real estate industry appear to be reaching a breakneck speed at the moment. Almost every day, we are reading about a major acquisition of a real estate brokerage, MLS, or tech company. Change can be good or bad, but it always brings opportunity. As a result, many MLSs, associations, and brokerages are having to re-think or re-shop the tech tools and software solutions bought from the company that was acquired. Firms are discovering that what they thought they purchased may not be the service they initially thought it was. It could be a culture change or something more significant: the motives of the acquiring company are incongruent with their own organization's goals and objectives. At Florida Realtors, we get it. Finding the right company to partner with today has never been more crucial in light of these acquisitions. When there are changes in ownership to essential software that helps agents and brokers run their businesses – such as their customer relationship management (CRM) or transaction management solution – it is time to reassess. What do you do? How do you select the right transaction management solution, for example, if you find yourself reconsidering what you have because of change? At Florida Realtors, we own and operate Form Simplicity, used by more than a hundred thousand Realtors in Florida and hundreds of thousands of Realtors nationwide. Form Simplicity is a fantastic solution to help run a real estate business. Most importantly, it is now the only transaction management software solution that was created by Realtors for Realtors and is still owned by Realtors. That provides significant value to an agent's business because of how Form Simplicity is designed: with the Realtor in mind. Looking for the right transaction management solution isn't just about features and benefits. When you compare the top five transaction management solutions side-by-side overall, you will see small differences. How do you choose? It comes down to how your members or agents and brokers adopt, embrace, and use a transaction management solution as a core function of their daily businesses. Gaining their trust is key. Partnering with Form Simplicity, owned by Florida Realtors, checks the trust box. They know that they are working with an organization that will always have their best interests at heart. Trust is essential to winning over and keeping agents and brokers happy today—and tomorrow. Another critical factor in selecting the right transaction management solution is how well it can be integrated into your systems and deployed to your members or team. This is where Form Simplicity excels: talk to our customers about our rollout process and the personalized training we provide. We also have a seasoned team that excels at superior customer service. You will love our people and so will your agents and brokers. Finally, buying any technology solution for the long run comes down to how excellent their tech support is. Fortunately for agents and brokers who use Form Simplicity, they are supported by the No. 1 tech support company in the real estate industry, Tech Helpline. Will they be there when you need them? Tech Helpline, like its sister service Form Simplicity, was created by Realtors for Realtors and remains owned by the Florida Realtors. No other tech support firm in real estate better understands how agents and brokers work. Tech Helpline also knows what they need in terms of kind, considerate, and thoughtful tech support. Form Simplicity users get the best of the best: a US-based (Orlando) crew of top tech analysts offering support in both English and Spanish. Tech Helpline analysts have a combined 300+ years of tech support experience. They work with brokers and agents every day and make sure every question that comes in on a call or online is a positive and memorable experience for those reaching out for help. The bottom line is every brokerage, MLS, and association today has many choices available for a transaction management solution. If you are reconsidering your decision—or making a selection for the first time—we ask that you look at Form Simplicity. It is the only industry provided solution that is owned and operated by Realtors for Realtors. Once you consider all the essential factors that can impact your business today and tomorrow, we are confident you'll select Form Simplicity as your transaction management solution. More information about Form Simplicity is available online at www.formsimplicity.com and Tech Helpline at www.techhelpline.com. Tricia Stamper is Director of Technology at Florida Realtors®, which owns both Tech Helpline and Form Simplicity. You can contact Form Simplicity to arrange at [email protected]
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Looking for a Transaction Coordinator Checklist?
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Meet the Partners: An Intro to Every Lone Wolf Strategic Partnership
The Lone Wolf ecosystem is all about bringing together the cream of the crop in real estate technology. And with announcements coming out left and right about new additions, we thought we'd put together a quick look at the bigger picture. So here's who Lone Wolf has partnered with (so far!), what they do, and what it means for you.
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Lone Wolf Transaction Management Platforms Integrate Earnest Money Deposit Functionality
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When It Comes to Transaction Management, a Free Solution Can Be Costly
It's clear that the digital transformation of the real estate transaction can only be achieved when agents and brokers fully embrace a transaction management system. The latest NAR study showed the top tech tools for agents, excluding email and their smartphones, were MLS websites and apps (64 percent), lockbox/smart key devices (39 percent), and social media platforms (28 percent). Transaction management software (and document storage – arguably two very different things) ranked fifth. However, fewer than one-in-five rank it as a "most valuable tool." It should be no surprise that despite two decades of digital progress, our industry still is trying to make a paperless real estate transaction standard! The good news is that list of the top three tech tools agents want to see includes predictive analytics, CRM tools and transaction management software. So how do you choose a transaction management solution that's not only the right choice for today, but one that keeps your agents' or members' interests first in the future? Why free isn't really free Technology firms have fostered the process of enticing customers with a free offer to build market share. Apps for smartphones have led the way with the "freemium" model. In fact, 90 percent of all apps downloaded from the Apple App Store are free. More than 95 percent of all apps downloaded from Google Play are free. Now think of all the apps that when you first downloaded were free or advertising free, and then later that changed. Either you wanted more features, exceeded the threshold of a limited activity, or simply needed more space. Suddenly, free can become very expensive. Dropbox is a great example. It has more than 500 million registered users. Some 13.2 million Dropbox users pay an average of $121 a year, up from $114 last year, because it's not very hard to exceed its 2GB limit for free storage. Many real estate technology offerings, including transaction management, use what is basically a freemium model (they never call it that) to build market share—and eventually revenue—when users realize they need to upgrade. But when it comes to a vital program such as a full-fledged transaction management software solution, should it ever be free? The old adage "There's no such thing as a free lunch"  should be applied to any major offering that is "free." The truth is that there is almost always a cost – it just may not be apparent at first glance. Key questions to ask When evaluating any offering that is not "costing" you anything, you need to dig a little. Here are some of the questions you need to ask: Why is it free or so low cost? Does the free offering provide the services you really need? If you need more features or to exceed the free limit, what will it cost you? How long has the software provider been around? Has the software provider shown they can endure an economic downcycle? How trustworthy is the software provider: Would they sell their software solution to the highest bidder, regardless of what it means to you? If you look back at the history of firms that have offered software solutions to the real estate industry, you can see how important these questions are to limit the risk to a brokerage and their agents in the future. #1 question to ask When it comes to evaluating your transaction management solution, whether you are securing your first contract or a renewal, the number one question you should ask is: "How well is it supported?" A unique example in the transaction management space is Form Simplicity from the Florida Realtors®. Form Simplicity is unique, as it is the only transaction management software available today that was created by Realtors for Realtors and is still owned by Realtors. At Form Simplicity, we recently updated our software to improve transaction productivity and speed up the agent and broker workflow for hundreds of thousands of Realtors across the U.S. As a result, Form Simplicity has become easier to navigate and works on any device because that's what agents and brokers want. But most importantly, Florida Realtors also owns and operates Tech Helpline, the real estate industry's #1 tech support service, available to more than 600,000 in the U.S. and Canada. Tech Helpline provides tech support for Form Simplicity. Tech Helpline's office and staff of professional tech analysts have 300+ years of combined IT experience. Known for no-nonsense technical advice and warm, friendly, customer service, Tech Helpline analysts are U.S.-based (Orlando, Florida), providing technical support by phone, chat or email. Transaction management is no longer a nice to have, but a must have. Just as we need to offer tech support for all agents, we also need all agents to embrace transaction management. But the smartest path requires asking the right questions and making sure you understand what "free" really means. More information about Form Simplicity is available online at www.formsimplicity.com, and Tech Helpline at www.techhelpline.com. Tricia Stamper is Director of Technology at Florida Realtors®, which owns both Tech Helpline and Form Simplicity.
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3 Key Truths About zipForm Plus
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Form Simplicity Updates to Improve Paperless Transaction Productivity
One of the real estate industry's most popular and advanced paperless transaction management solutions, Form Simplicity, has deployed its newly redesigned application to REALTORS® throughout Florida, Idaho, Wyoming, South Dakota, Massachusetts, New Jersey and Iowa. The update improves transaction productivity and speeds up agent and broker workflow for hundreds of thousands of Realtors across the U.S., according to Florida Realtors, the nation's second largest Realtor association, which owns and operates Form Simplicity.
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5 Ways Brokers Benefit from Transaction Management
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Tech Helpline and Form Simplicity are on the road again!
Each year, thousands of real estate agents and brokers who use Tech Helpline and Form Simplicity have the opportunity to meet some of the folks who make the magic happen for these two Florida Realtors owned products at local conventions and conferences. This year's schedule includes visits as far north and east as Nova Scotia, Canada, as far south as Hollywood, Florida, and as far west as Los Angeles, California. As real estate's number one tech support firm, Tech Helpline serves more than 600,000 real estate professionals in North America. Available through MLSs or local associations, as well as real estate brokerages, connecting with Tech Helpline is typically accomplished via a phone call, online chat or email inquiry. Our annual direct outreach gives agents and brokers, as well as MLS and association executives and staff members, an additional opportunity with face-to-face communications. Opportunities to connect This year, we kicked off our spring and summer schedule for Tech Helpline and Form Simplicity with an appearance at the REALTORS® Legislative Meetings & Trade Expo in mid-May. Tech Helpline was just represented at the Canadian Real Estate Association (CREA) Association Executives Seminar in early June, held in Halifax, Nova Scotia. Next up, Form Simplicity will be at "Rock the Market" at the Hard Rock Event Center in Hollywood, FL on June 25. The next two days on June 26 and 27, both Tech Helpline and Form Simplicity will be heading to the Florida Realtors Association Executives Education Workshops in Cocoa Beach, FL. August marks two major conventions for Tech Helpline and Form Simplicity. Association leadership from all business disciplines will convene at the ASAE Annual Meeting & Expo in Columbus, OH on August 10-13, followed by our own Florida Realtors Convention & Trade Expo (August 21 and 22) and Governance Meetings (August 23-25) in Orlando, FL. Tech Helpline will head to another big convention as the Colorado Association of REALTORS® hosts its "REfresh Expo" in Denver, CO on September 5. The summer tour schedule ends with two back-to-back events. The first one is in North Carolina, the NC REALTORS® 2019 Convention & Expo "Xchange'19" at the Pinehurst Resort during the Expo dates of September 14-16. That's followed by the Arkansas REALTOR® Annual Convention & Tradeshow being held in Memphis, TN at the Guesthouse at Graceland, during the Expo dates of September 16 and 17. More to come As the fall begins, Form Simplicity and Tech Helpline will be back at it, with appearances by Tech Helpline at the CALIFORNIA ASSOCIATION OF REALTORS® Expo "REImagine!" held in Los Angeles on September 24-26, followed by opportunities to ask your questions about Form Simplicity and Tech Helpline at CMLS2019 in Salt Lake City on October 16-18. The last two conventions for Form Simplicity and Tech Helpline currently are scheduled for both the 2019 REALTORS® Conference & Expo in San Francisco this year (booth #1234), November 6-11, and finally December 9-12 at the 2019 Triple Play REALTOR® Convention & Trade Expo in Atlantic City, NJ, which brings together members from New Jersey, New York and Pennsylvania Realtor associations. If you happen to be attending one of these events, please stop by and bring your questions about Form Simplicity and Tech Helpline. We hope to meet you face-to-face! Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.  
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Why Lone Wolf Acquired zipLogix and What it Means for the Real Estate Industry
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DocuSign Deepens G Suite Integration
DocuSign is unveiling new product innovations at Google Cloud Next '19 this week. Over 5 million businesses rely on G Suite to collaborate easier and faster in real time. As a recommended G Suite partner, DocuSign shares this vision of helping businesses work faster, simpler and more cost efficiently, while delivering a better experience for customers and employees. So naturally, it made sense to expand our integration of DocuSign eSignature and G Suite.
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Buyers Force Change in Real Estate, Tech, and Everywhere
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12 Reasons Why Your Brokerage Should Use Transaction Management Software
Transaction management is all the buzz in the real estate world—but how do you know if it's right for you? Here's how successful brokers use transaction management every day, and how it can help you, too.
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12 Ways to Use TransactionDesk in 2019
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Crye-Leike Integrates CRM, Transaction Management, and Accounting
Crye-Leike is the sixth largest real estate company in America, and third largest independent behind HomeServices of America and Howard Hanna. The firm processes over 30,000 transactions a year across their 3200 agents in 125 offices spanning nine states. Beyond residential real estate, they operate businesses that provide services in commercial real estate, mortgage, title insurance, property and personal insurance, property management, and relocation. A few years ago, the company embarked on a program to select a transaction management solution and tie it into their accounting system and CRM system. The result is among the most sophisticated and effective solutons deployed anywhere in the nation.
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Simplify and Accelerate Agreements with Dropbox Extensions
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What's the Difference Between Transaction Management and Going Paperless?
Just about any business owner can tell you the benefits of having a paper trail. Most consumers could, too. But having a paper trail doesn't mean having paper. In recent years, there's been a huge shift in the real estate industry from the overflowing file cabinets of the past to digital file storage. It's all about going paperless—leaving out the paper, but still keeping that proverbial paper trail. Here's the thing, though: Going paperless doesn't necessarily translate to a smoother workflow. It's a good foundation, but nowadays, there's so much more we can do thanks to things like transaction management. So what's the big difference between a paperless office, and one that uses transaction management? Let's start by looking at what "paperless" means—and where it came from.
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The 5 Ws of Transaction Management Software
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One Brokerage's Key to Success
Starting a real estate brokerage from scratch is no easy task--especially in one of Canada's biggest housing markets. It takes hard work, dedication, and resources. But that didn't stop Michelle Napieralski. As a Realtor in the Greater Toronto Area, Canada's largest metropolitan area, it didn't take long for Michelle's drive to kick in. She wanted more from the brokerage she was working at; she wanted to be able to grow as a team with her partner. So she and her partner started a brand-new brokerage—and before long, Manor Hill Realty was on its way.
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A Boutique Brokerage's High-Tech Secrets for Beating the Competition
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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?
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How Blockchain Technology Could Transform Real Estate Listings and Marketing
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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.
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Qualia Raises $33 Million for Transaction Management
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[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:
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MoxiWorks to Deliver LeadingRE Cloud Data Services Ahead of Big Franchises
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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
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How to Streamline Your Real Estate Transaction Using dotloop and iBroker
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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.
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What Lone Wolf's Acquisition of Instanet Solutions Means for Brokers and MLSs
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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.
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Which Transaction Management Tool is Right for Your Brokerage? (Part 1)
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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?
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Brokermint Matures into a Top Choice for Small to Mid-sized Brokers
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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!
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Give Your Brokerage a Fresh Green Start
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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:
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DocuSign is a Lifesaver for the Home Industry—Here’s Why
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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.
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DocuSign Transaction Rooms and Profit Power: Stop doing double work
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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.
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Reesio Training
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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!
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DocuSign Transaction Rooms for Real Estate: Broker Edition
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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!
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The value of becoming a 'Paperless Broker'
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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.
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Improving Transaction Efficiency with DocuSign's Integrated Solutions
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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.
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Strategic rollout fuels RE/MAX Ability Plus DocuSign success
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Friday Freebie: Try Real Estate's Easiest-to-Use Back Office Solution for 30 Days
In the world of back office software, small and mid-sized brokers may feel challenged to find a program that "fits" their business. A lot of what's on the market today is either made for enterprise level firms, is overly expensive, or is simply too clunky and difficult to use. Today, we're going to look at a solution that upends the traditional world of back office programs--and scales to fit brokerages of any size, from small boutique firms to large, multi-office companies. Read on to learn more! Free 30-day trial of Brokermint, an all-in-one back office solution At RE Technology, we often say the best solutions are the ones that work for you, not the ones you have to work at using. What we mean is that any app or tech tool that you use should make your life simpler, and not be too complicated to use. Brokermint is a back office solution that fits this description beautifully. Not only does the app handle everything from transaction management to commission management, but it does it all in one easy-to-use interface that's clean and logically designed. Brokermint is relatively new to the real estate scene, but it's steadily building buzz and loyal users, thanks to benefits like: Complete contract-to-close management that keeps track of everything--from listings to lockboxes Tasks and transaction checklists to keep agents on track Complete transaction oversight and approval to solve compliance woes Automatically import MLS listing data to save time copying and pasting Automatically calculate and track commissions and disbursements Robust reporting capabilities to help brokers make smarter, data-driven decisions Seamless integration with Quickbooks and other applications to automatically generate invoices, checks, and more And much more! Brokermint is free to try for 30 days, and no credit card is required to sign up. If you like what you see, well, it's your lucky day! We've negotiated a special 10% discount just for RE Technology readers. Click here to start your free trial and claim your exclusive discount today!
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Tired of manually managing transactions? (10/26)
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Transaction Checklists: The Magic Pill for Compliance
"Plan your work and work your plan," is a phrase we hear around the RE Technology offices a lot. It's a sage reminder that setting up processes and following set tasks is the most effective way to handle large projects. It's advice that can greatly simplify real estate transactions for agents, too, and keep brokers in compliance. Having a predetermined set of steps that agents can follow for each of their listings can greatly speed up a transaction's timeline by preventing missed documents and deadlines. This can also boost a brokerage's bottom line. If a transaction closes in 60 days instead of 90, that's 30 extra days of capital in your bank account. One way that real estate professionals are planning their work and working their plan is via transaction checklists. You may have seen similar checklists for marketing listings in your CRM, but transaction checklists are focused specifically on the steps and documents needed to keep transactions on deadline and compliant. "With transaction checklists, brokers and administrators can sleep well at night and make sure they have all the needed files, so if something happens, they know they're safe," says Andrew Chishchevoy, founder of Brokermint, a back office and transaction management solution that offers built-in checklists. "That's exactly what brokers say when they talk to us. 'I'm really worried about my business, I have 15 agents, and I want to make sure everything is structured, safe and secure.'" So what exactly should brokers include in the transaction checklists they build for their firms? Brokermint offered us insight into the items they include in their customizable checklists. Here's an overview.
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Digital Transformation: Learn how leading brokers are going fully digital from lead to close. (10/25)
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A Tool for Visualizing Your Transaction Pipeline
If you walked into any brokerage 10-15 years ago, you probably would have seen a board somewhere on the wall that listed all of the office's current transactions. With more agents working remotely today, those transaction boards are quickly becoming a relic. However, there are digital tools available that can help you visualize your brokerage's sales activity in a similar (and often superior) way. One recent favorite of ours is Brokermint, a young company based in San Diego that offers a back office and transaction management platform. What caught our eye is the prominent transaction pipeline on Brokermint's welcome screen. At a glance, brokers can see all of their active, pending, and closed listings, along with the net value of each. "The pipeline is about giving brokers more visibility into their business," says Andrew Chishchevoy, Brokermint co-founder. The company updated the pipeline feature in May, adding new filters that lets brokers view numbers like total office net, office sales volume, and office gross for all transactions. Brokers can click into individual transactions in each funnel section, and from there see everything about the transaction--including commission details, documents, actions that need to be taken, a complete activity log and more. It's an easy way to keep an eye on your bottom line and the progress of each transaction. (For more details on Brokermint's transaction management capabilities, read our product review.)
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Reesio Training (9/14)
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What DocuSign's New 'Lead to Close Strategy' Means for Brokers
DocuSign revealed a new 'lead to close' strategy for real estate at last month's Inman Connect conference in San Francisco. But what does that actually mean? Here's a breakdown. What is a 'lead to close' strategy? "Lead to close" is a succinct summation of DocuSign's new mission: to make real estate transactions 100 percent digital, from lead generation through recording of the deed. The heart of this strategy is integration with other major tools that brokers use. For example, one of DocuSign's newest partnerships is with Realtors Property Resource (RPR). Thanks to the integration, DocuSign users no longer need to enter property data into the program. That information is automatically pre-populated into DocuSign Transaction Rooms from RPR's database. Another new integration is with Lantrax's back office and accounting solution, Profit Power. All data about a property sale is pushed from DocuSign into Profit Power. By connecting transaction data to financial performance, this integration gives brokers greater insight into their business performance. DocuSign launched a similar integration with brokerWOLF, Lone Wolf's back office solution, last November.
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zipForm Plus Timely Tips and Tricks (9/14)
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DocuSign Transaction Rooms for Real Estate: Broker Edition (9/7)
Wednesday, Sept. 7, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (9/6)
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Product Review: Brokermint Offers Complete Back Office Management to Small and Mid-Sized Firms
There's a new player on the back office management scene, and its name is Brokermint. We first started hearing buzz about this product almost a year ago in a handful of real estate groups that we frequent online. The software has grown up a lot since then--in April, they added electronic signature capabilities and, in November, integration with QuickBooks--making it a serious contender to replace existing systems as the back office platform of choice. Now that Brokermint has "come of age," so to speak, let's take a look at what it has to offer brokerages. Full Insight Into Your Business Brokermint bills itself as an "all-in-one" back office platform. And with the recent addition of eSignatures and accounting software integration, this is more true than ever. The solution handles everything from commission management, transaction management, reports, and more--all with the goal of increasing your firm's operational efficiency. Of course, to increase efficiency, a program must be easy to use. We've seen a lot of legacy back office solutions at RE Technology and, while powerful, too many feature interfaces that are clunky and confusing. This is not the case with Brokermint. The interface is streamlined and modern looking, and easy to figure out. We're particularly fond of the main page, which prominently displays your company's sales pipeline. Right from the get-go, brokers can see the sales value of their active, pending, and closed listings for the current month, as well as an overview of previous months. Users can click any section of the funnel to see the transactions involved; in the image above, for example, clicking the top section shows all active transactions. Click "Pending" and you'll see all pending transactions. You can access transactions directly from the pipeline screen, or you can navigate to the Transaction section.
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DocuSign Tips for Real Estate: It's All in the (Configurable) Details
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Tired of manually managing transactions? (8/31)
Wednesday, August 31, 2016 at 11:00 AM PDT Our weekly 15-minute webinar covers all the basic functions of the Brokermint system, starting with document upload, task management to more advanced functions like e-signature, pdf split-merge and Google Calendar. How to use Checklists that provide consistency for all users. Create Custom Fields – it's your business – make it personal. Set automatic Reminders for the items that matter most. Tasks – allow the system to prompt you for the necessary items needed to complete a file. No thinking, just doing! Register now!
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Learn Simple Paperless Transaction Processes with zipForm® Plus (8/29)
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Go behind the scenes with Reesio! (8/25)
Thursday, August 25, 2016 at 10:00 AM PDT As the market remains hot and agent production numbers continue to skyrocket, staying in bounds with each and every transaction can get tricky. That's where digital transaction management becomes paramount. As Reesio's co-founder, Mark Thomas has spent years perfecting the closing platform, including creating seamless integrations for Top Producer®, zipForm® and even your MLS. In this webinar, Mark will cover Reesio's: Responsive, compliant templates and workflows Deal room collaboration tools Best-in- class e-signature integrations Integrations with Top Producer, zipForm® and your MLS Register now!
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Looking for Peace of Mind from Transaction Management Software
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Transaction Management made easy: NAR & zipLogix New Member Benefit (8/22)
Monday, August 22, 2016 at 11:00 AM PDT In 2016, National Association of REALTORS® and zipLogix™ offer REALTORS zipTMS™ as a nationwide benefit. Each member will have access to technology that has been shaped from over 20 years of industry expertise and feedback from REALTORS® across the nation. See how zipTMS™ Transaction Management System allows you to optimize workflow offering a comprehensive set of tools that provide the essential online workplace for real estate professionals. Features of zipTMS™ include: Managing transactions with task checklists; Create checklist templates; Adjust the task view with calendar or list mode; zipForm® Plus notifications for tasks; Transaction history records all tasks and more! Register now!
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TransactionDesk Essentials (8/15)
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AuthentiSign and the Counter Offer (8/3)
Wednesday, August 3, 2016 at 10:30 AM PDT AuthentiSign and the Counter Offer will show the steps to Prepare a Counter Offer Form, Upload a 'Buyer Signed' Purchase Offer and prepare both for e-signing. We will highlight the signing participants steps to access and accept the prepared contract packet. AuthentiSign is e-Sign and UETA compliant as well as FHA approved! We look forward to 'seeing' you there!! Register now!
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Reesio Training (8/16)
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Learn simple Paperless Transaction processes with zipForm® Plus (8/15)
Monday, August 15, 2016 at 9:00 AM PDT Use zipForm® Plus and it's time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Build consistency with time-saving templates Complete forms with Cloud Integration capabilities Capture contact information from popular integration providers Register now!
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DocuSign Transaction Rooms for Real Estate: Broker Edition (8/3)
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Leverage Smart Forms to Save Your Agents Time
In real estate today, we've overcome the tiresome burden of having to 'lawyer' documents for every transaction we undertake. A commonly used document in real estate is commonly referred to as a form, and is so-called because its language has already been written by a lawyer. Frequently, state associations and NAR work with state legislators work to create forms that meet needs of all parties. In olden days, when an agent was about to process transaction, they would drive to their local association office and pick up something called a forms packet. Things are significantly more complicated today. The good news is that agents don't have to drive across town to grab forms; they can simply log-in to your brokerage's transaction management software and use the forms there. That's where things can get labor intensive, however. Depending on the complexity of the transaction, the total number of pages can easily exceed 300. Those pages may incorporate any number of forms. Fortunately, software companies recognize the value in turning "dumb forms" into "smart forms" that auto-populate with your client's information. Form Simplicity, one of the transaction management tools featured in our 2016-17 Technology Guide, excels at this. The company can program your brokerage's forms to auto-populate with information from your MLS and synch with the forms in your Form Simplicity library.
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20 Years and Counting: Still Waiting for Digital Real Estate Transactions
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Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name
Many customers have asked in the past, "What happens if we want to create a Transaction Room for our clients, but they haven't chosen a property yet?" I would always suggest for the user to add the client's name into the address area, rather than the property address. This wasn't a perfect solution, but one that worked for many people. As of our June 2016 release, we now have a simple solution for that situation—give the Transaction Room whatever name you'd like. With the new "Name" field in the Create New Transaction modal, you can now name the Transaction Room as you wish. You can name it the property address, the client's name, or whatever you see fit. This new feature may seem somewhat trivial, but the opportunities now available within DTR are quite significant. Here are two ways to use the new Name field within Transaction Rooms.
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DocuSign Transaction Rooms for Real Estate (7/20)
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Reesio Training (7/20)
Wednesday, July 20, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Why Customer Service is Key to Selecting the Right Transaction Management Program
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How to take your Office Paperless! The 'Qualifying' Broker Dashboard, Document Review and TransactionDesk (7/8)
Friday, July 8, 2016 at 7:00 AM PDT Find out how to take your office paperless with TransactionDesk--transaction files and document checklists! We will cover all of the tools and tricks to create content for the agents to use as well as the reporting and document management functions that offer you the visibility into all of the office files. Register now!
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DocuSign Transaction Rooms for Real Estate: Broker Edition (7/6)
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Transaction Management made easy: NAR & zipLogix New Member Benefit (7/5)
Tuesday, July 5, 2016 at 11:00 AM PDT In 2016, National Association of REALTORS® and zipLogix™ offer REALTORS zipTMS™ as a nationwide benefit. Each member will have access to technology that has been shaped from over 20 years of industry expertise and feedback from REALTORS® across the nation. See how zipTMS™ Transaction Management System allows you to optimize workflow offering a comprehensive set of tools that provide the essential online workplace for real estate professionals. Features of zipTMS™ include: Managing transactions with task checklists; Create checklist templates; Adjust the task view with calendar or list mode; zipForm® Plus notifications for tasks; Transaction history records all tasks and more! Register now!
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Advanced Authentisign for e-Signing and a Paperless Transaction File (6/30)
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DocuSign Transaction Rooms for Real Estate (6/15)
Wednesday, June 15, 2016 at 1:00 PM PDT This webinar will cover the basics of how to use DocuSign Transaction Rooms for Real Estate so you can get started and accelerate your business! Register now!
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TransactionDesk Essentials (6/16)
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zipForm® Plus and Paperless Transactions (6/15)
Wednesday, June 15, 2016 at 10:00 AM PDT Use zipForm® Plus and it's time-saving features to get you up and running for your next deal! Enhanced User Interface, E-Signature Integration, Notifications, and Advanced Search Tools are all available to help create a smooth transaction process. Create Templates Complete Forms Capture Contact information Register now!
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Reesio Training (6/15)
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Instanet Advanced: Faster Files with Form Templates, Documents in the Cloud (6/13)
Monday, June 13, 2016 at 11:00 AM PDT This session will cover how to set up transaction templates and start a new transaction file while automatically associating forms and features to have more efficient and consistent files. We will also cover: Documents Unlimited Online Document Storage in a Transaction File Authentisign Email Scan/Upload Print Drive or Fax documents Back into online files Pro View: The 'more is better' approach to file management, more functions, more features, more fun! Register now!
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