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Broker File Manager
The automated Broker File Management tool helps brokerages manage their listing, sale and lease files much more efficiently while reducing legal exposure. Features include: Broker Controlled. The system lets you know when documents are ready for review. Only broker staff can mark off documents as reviewed. Reduce Risk. Agents know what documents are needed for each transaction. Broker file review work is automatically documented in transaction file history. Save Time. Perform file reviews faster, from your computer, tablet, or even your smartphone, anytime, anywhere. When agents update their files online, the broker files are updated and staff is notified. Save Money. In addition to saving staff time, brokerages save money on paper, toner, and storage costs by going paperless. Try our paperless savings calculator and see how much you could save. The Broker File Management Tool is included with DocBox and TransactionDesk modules, available through Instanet Solutions.
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Concourse™ by Realty Pilot
Realty Pilot's Concourse™ is a transaction and lead management system for real estate agents and brokers. This system was designed to automate listings, tasks, property preservation, transactions, marketing, leads, accounting and reporting. Features include: Client Management- Agents and brokers can manage all of their clients from one system - Buyers, Sellers, Asset Companies, Banks Vendor Management- Agents and brokers can manage all of their vendors and companies - from HOA to Title Company, Inspection to Warranty Property Management – Agent and brokers can manage all aspects of their listings and acquisitions Task Management- Complete task management with detailed workflow design that agents and brokers can customize for their business Transaction Management - Manage all aspects of a transactions - traditional, short sale, REO, and Auction Detailed reporting and accounting- Agents can brokers can track payroll and expenses, monitor performance, and control user access based on various criteria like on-time completion rates
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DotLoop
Welcome to Dotloop, the complete real estate transaction management solution. Empowering real estate agents, brokers, and teams to edit forms, eSign, collaborate and automate compliance on a single, streamlined platform. Dotloop is your one stop organization tool Dotloop uses one system to rule them all. Say goodbye to the security risks and hiccups that come with linking together multiple solutions. Gain real-time visibility into your business, coach team members, and increase productivity. A best-in-class customer success team to set you up and take you from novice to expert. What Else Can They Do For You? Time is money, and they can save you a lot of time, their paperless transaction platform means more time driving growth, not chasing paper.  You are not limited by your technology! Their website is built for top performers, so whether on desktop, iOS, or Android, dotloop keeps up with your on-the-go lifestyle. They will be there for you with their unwavering dedication to YOUR success, from day 1 to 1,001 (and beyond), they’re here to set you up and help you out.
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Jointly
Part offer management, part transaction management, part compliance, and a lot of \\\"Wow.\\\"Write offers in minutes FOR FREE.Make offers for buyers. Compare offers for sellers. Collaborate with all parties in a single workspace. Let Jointly do the work for you. Spend less time in your inbox and more time building your business.Presently available in Texas and Arizona.
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loadingDOCS
 Stop chasing paperwork. Remove the back and forth between your agents and your staff with our transaction management and paperless document storage solution, loadingDOCS. With loadingDOCS you can be truly seamless and remove duplicate data entry. Whether your agents submit transaction documents manually or electronically, everything will funnel into place with loadingDOCS. loadingDOCS provides you with the tools to: Upload a package of PDFs for your transaction and split into the appropriate documents Automaticly track all documentation required for each transaction and listing Fullly integrate into brokerWOLF through transactions  
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Lone Wolf EliteAgent - Lone Wolf Technologies
Now there is a transaction management technology suite that’s as excellent at its job as you are. EliteAgent by zipLogix™ helps successful real estate professionals like you deliver the premium experience your clients demand, and is a combination of all the best technology to support elite agents — and those who aspire to be the best in the business. EliteAgent by zipLogix™ is right for you if: You want the best value on e-Signatures You want to market just-signed listings immediately to your social sphere You want the highest level of security for your transactions You have an assistant and want to improve her or his productivity You want to close deals as quickly as possible – from wherever you are Best of all, you’ll save more than $300 on the transaction tools and services you use most! Stay at the top of your game and deliver the ultimate customer experience with these EliteAgent by zipLogix™ services and solutions: EliteAgent Customer Care by zipLogix™ - Receive priority support with a dedicated VIP call line OfferPlace™- Make and receive real-time offers right from zipForm® Plus zipForm Record-Connect™- Increase your speed to sale and mitigate risk ListFlash®- Instantly broadcast just-signed listings zipLogix Digital Ink® - Make signing convenient and secure CyberSafe - Keep your clients’ data secure zipForm® Mobile - Stay connected anywhere business calls take you   zipForm® Plus | Transaction Coordinator- Empower your Transaction Coordinator to keep deals moving EliteAgent Onboarding by zipLogix™- Get up to speed fast with high-velocity training, helpful tools, tips and reminders Premium Libraries- Take advantage of HUD and Addendum Libraries Call 866-475-4523 to get started!
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myFirstAm.com
Tracks your orders, calculates fees, and delivers notifications for order milestones—all with First American’s 24/7 Web portal for residential real estate transactions. firstam.com/myfirstam
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myShortTrack
myShortTrack is a cloud-based transaction management application for real estate professionals. Going beyond a paperless approach, myShortTrack manages all your real estate transactions with dynamic workflows while connecting all participants seamlessly on any device. Invite anyone to the transaction Share only what you want with any invited participant Track all of your emails, documents, tasks, notes, and file activity in one place Turn checklists into workflows with document sets to give every client a consistent, professional experience. Keep everyone informed with real-time notifications emailed to transaction participants For the brokerage, myShortTrack is a configurable platform that will fit any company. Brokers can integrate the powerful transaction management of myShortTrack with their existing software (CRM, marketing, accounting, etc.). Managers get buy- and sell-side reporting, all while giving their agents the ability to control everything from any computer or mobile device. Keep your eyes peeled for announcements re: Docusign, Contactually, and your local MLS this June
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Offer Runway by Realty Pilot
Offer Runway is an online offer management solution from Realty Pilot. Realty Pilot has a solution designed to reduce the amount of time and effort agents spend on offers. Offer Runway allows an agent to receive offers for all properties in one online platform and efficiently manage those offers. Features: This system allows Buyers, buyer's agents and attorneys to make offers Search for properties from our main page Submitted offers are routed to the user's Offer Runway platform for each property Offers can be uploaded or faxed to a dedicated offer fax number Easily manage all property details with our Snapshot feature Accept, counter or decline offers from the property detail page Obtain a buyer with built-in transaction broker agreement for buyers with no agent Email confirmation for listing agent, buyer, buyer's agent and seller (optional) Property settings include showing number of offers, email seller, auto-counter & more How It Works: In an agent's MLS listing remarks, simply put "All offers must be made through offerrunway.com" (This can optionally link directly to the property detail page on their Offer Runway account) Buyer (or buyer agent) goes to the property on offer runway, and fills out the offer details The buyer (or their agent) uploads the required offer documents. Alternatively, a fax cover sheet is created with a barcode to fax the offer - the system reads the fax, and attaches it as a PDF to the offer The listing agent & buyer's agent receives a notification via email for each offer submitted, optionally the seller also receives a notification and the buyer receives a notice if their email is provided A list of offers by date submitted is viewed on My Properties page in an easy to read format Respond by clicking the 'Respond' next to the offer record and the offer can be accepted, declined or countered with a single click The buyer is notified via email of any action the listing agent or buyer's agent takes if their email is provided in the details
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Paperless Pipeline
Paperless Pipeline transaction management system opens up the ability to access your deals from anywhere in the world, 24 hours a day, from a laptop, tablet or smartphone. Paperless Pipeline gives the user the ability to: View all recent transaction activity and essential information, including agents and contacts involved. Keep track of overdue and upcoming tasks as well as, follow up transactions with incomplete checklists. View and edit all transactions and sort by name or close date Filter transactions by location, status, and checklists and access recently updates transactions. Easily view, edit, and mark checklist items as completed documents with the option to make the document viewable to only certain parties View upcoming and overdue tasks with the ability to sync tasks with iCal, Outlook or Google Calendar. Upload documents directly to the Working Docs page with the option to upload via email address, view all documents waiting to be assigned, preview and assign documents. View and download all fully executed contracts from your Docusign account Create, control, add or remove checklists templates that can be applied to transactions. Manage company-wide settings and upload your logo to fully brand the system to your office. Paperless Pipeline also offers several other very useful tools to keep users organized and on task.
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planetRE
The planetRE 2.0 System is an online collaborative platform which helps manage workflow, documents, compliance, and people processes. planetRE 2.0 allows brokers to setup complex commission plans and schedules to handle financial management for any size multi brokerage operation (MBO). The virtual dashboard allows them to track any financial information on their company, like agent performance, ranking, and other intricate analytics using a computer or a handheld device like a Blackberry or tablet. The planetRE 2.0 System consists of five individual pieces of software. While the suite can be embedded into other sites, it was intended for the planetRE 2.0 system. planetRE Compliance is an online platform that helps brokers manage their transactions. It also provides you with broker compliance and risk management analysis, along with a host of broker-centric features. planetRE Money provides financial analytics using OLAP. It has a rules-based engine that understands complex commission rules, schedules and fee structures for managing commissions. It generates printable checks, 1099s, agent receivables summaries and all financial management aspects of the real estate operation. planetRE MIDAS provides brokers with front office solutions including Enterprise level CRM, lead management, and complete broker/agent IDX web site hosting. planetRE Mortgage and planetRE Escrow perform in-house or independent mortgage and escrow operations including paperless transactions, the ability to invite real estate agents and other service affiliates for collaboration after deal origination and more.
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Professional Real Estate Services
Products and services that assist in closing real estate transactions, including closing and production systems, trust accounting services, property disclosure reports, fund control, land surveys, and more firstamprs.com/
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Realty Commander
  Realty Commander is a paperless transaction management platform designed to streamline and simplify the real estate process from lead to close. This cloud-based platform allows users to manage files, stay connected with those involved in your transactions, and helps you manage time efficiently to remain compliant and avoid costly mistakes. This system is developed to be utilized by agents, teams, brokers or title agents. Features include: Document Managment - Online access to all your documents allows you to access your files no matter where you are Pipeline - Allows you to stay in control of your business while expanding it Smart Calendar - Lets you see tasks and important property dates in monthly, weekly or daily views Showing Schedule - Map and email your showing schedule to potential buyer's in advance of an appointment Guest Acces Document Upload - Give your users acces to login to the system and upload documents directly into their account File Overview Page - This page gives you a complete summary of your files in one location Smart Email Tracking - Automatically logs sent and received email in the Activity Log and uploads any documents attached in the document tab Customization Upgrade - Processes can be tailored to your workflow, while your client interface can be branded for a seamless experience    
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RealtyAPX
RealtyAPX is a combined front and back office system that offers agents and brokers digital time tracking, forecasting, reporting and billing tools in a cloud environment that you can access from any device at any time. Features include: Transaction Management Electronic Signatures Document Management (PDF Splitting) Customer Relationship Management (CRM) Campaigns and Qualified Lead Acquisition Lead Management and Lead Distribution Quickbooks Integration Complete Calendaring System Open House Management with Surveys Showings Management with Surveys Google Integration, IDX Integration Email, Print and Social Media Marketing Templated Websites Commission Tracking RealtyAPX users can leverage the system's real-time reporting capabilities to understand what's happening with their business right now. They're also able to analyze data to measure their business's strengths and weaknesses.
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RealtyBackOffice
RealtyBackOffice is an all-in-one solution "built by brokers for brokers" that encompasses transaction management, document and forms management, eSignatures, and back office functions like commissions management, recruitment, workflows and more. Here's a more complete overview of RealtyBackOffice's features: Transaction management solution that incorporates document management, a forms library, transaction workflows, and more. Built-in electronic signatures that are UETA compliant and mobile friendly. Broker management that lets you assign a compensation plan to each agent, customize the company dashboard, set transaction requirements, search agents by association membership, manage the forms library, and more Agent management with user profiles, to-do lists, documents, recruitment info, and notes Company dashboard that displays office announcements, YTD sales statistics, incomplete transactions, pending requests, a calendar, notes and more Leverages Zapier to connect and work with your other apps Dynamically generates escrow letters and disbursement agreements
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RETS IQ Cheque
RETS IQ Cheque has taken RETS management to a whole new level. Cheque is an add-on Contact application built to administer billing and account management services for MLS RETS Data Recipients. Cheque enables MLS operators to track to whom they have given RETS access, the customers of RETS Data Recipients and generate and collect data usage billing. Cheque also provides a new revenue stream for the MLS. Non-Dues Revenue Stream As the MLS industry evolves to meet the needs of the real estate consumers, ever increasing demands for data will put the MLS in a position to open up new revenue streams for non-dues revenue and services.
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Sequent Systems
Sequent Systems offers transaction management software designed to free up  time by supporting you as your own personal project manager from contract to closing. After an initial introduction to establish your level of service, you'll be issued a password and Sequent Systems will ask whom else you'd like to provide access. This could include co-workers, employees, or others who work on contracting sales with you normally. Then, you'll be able to track and update deal progress every step of the way. Once your data is safely in the system, you can allow the other parties of the transaction to work on their contribution to it. With this software you are able to set the pace which means working with less elastic deadlines. Sequent also serves as a task manager so you can focus on other projects while the software keeps track of a contract's progress in the pipeline.
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SkySlope Forms
SkySlope Forms, which is being rolled out to Arizona customers, uses state-of-the-art technology to create a seamless user experience by giving agents and TCs a streamlined and efficient way to execute real estate transactions. With a frictionless transition between transaction management, paperwork, and digital signature, SkySlope Forms helps agents and TCs save time and improves compliance for brokers. SkySlope Forms features include: Association forms synced from the MLS Quick-Entry screens for easier form preparation and completion Data is auto-updated across all forms and templates Signature and initial blocks are auto-populated with SkySlope DigiSign MLS data is pulled and input into form fields and across files Form data is synced to the corresponding transaction in SkySlope
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SkySlope™ Transaction Management
SkySlope™ transaction management software allows real estate agents and brokers to store documents online for all of their transactions. This enables you to access your documents anywhere, anytime - as long as you have Internet access. SkySlope™sends automated alerts and reminders to inform users of an update in their document repository. This will also help you track your team’s activities and stay in touch to guide and monitor your agents. SkySlope™ allows users to create different permission levels for the various members (brokers and agents) of their team. As explained on SkySlope.com, "A Broker's File Auditor can also see all Agents' transactions. He acts like a Secretary/Auditor of the Broker whose responsibility is to check completeness of all documents submitted by the agents." The software supports internal communication while still protecting security. Security is a top priority for SkySlope™. Documents stored in their online system are accessible only to individuals chosen specifically by the Administrator. Until and unless someone enters a valid username and password, and are authenticated, no document will be accessible to them.
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Transaction & Document Manager
Document and Transaction Managers by CoreLogic® was designed to help MLSs and brokers to digitize their back office and upgrade their operational efficiency—and customer service. It was also created to satisfy compliance with ever-stricter legal requirements. Working digitally ensures that critical documents are always found in the same location, simplifies task and transaction management and control, enables electronic document exchange and product delivery, and cuts down on paper waste. Fax Manager provides MLSs/brokers and their agents with a tool for digitizing, storing, and sharing documents. This tool keeps required paperwork organized and allows document uploads via their fax machine. Best of all, Fax Manager is fully integrated with Document and Transaction Manager for convenient access whenever they need it. Document, Transaction, and Fax Manager are available for MLSs and Brokers.
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Transactions (TransactionDesk Edition) - Lone Wolf Technologies
Transaction management That’s Ranked First in Customer Satisfaction According to the 2013 Clareity Survey*, Instanet Solutions is ranked first in customer satisfaction in transaction management. With TransactionDeskTM, you can access and manage all your real estate forms, contracts, documents and contacts from any computer. And since Trans- actionDeskTM is “in the cloud,” you’ll never have to worry about expensive upgrades or system installations. TransactionDesk TM includes: Instanet Forms DocBox/DocBox2Go Authentisign E-Signature Tool (optional) InstanetFax Customer Portal Calendar, Appointments, Contacts, Tasks, & More Powerful management Tools for Brokerages Broker File Manager. Online Brokerage File Management. Audit Trails. Automatically created, ‘paperless’ paper trail. Brokerage Branding. Easy System Configuration and Set-up. TransactionDeskTM is available in English, Spanish and French versions.
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VOBRE Virtual Office Builder®
VOBRE® is a productivity suite and virtual office platform designed specifically for real estate professionals.  VOBRE gives each user a transaction and document management system, a digital fax service, a call capture and voice system, and marketing tools, including virtual property sites and mobile tours, listing surveys, a personal website, and listing syndication.  All services are integrated with each other, giving the user a complete technology tool.
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