Documents - Lone Wolf Technologies
Document management That’s Ranked First in Customer Satisfaction
According to the 2013 Clareity Survey*, Instanet Solutions is ranked first in customer satisfaction in document management.
With DocBox TM and DocBox2GoTM, you have the complete document management and Cloud Storage solution.
DocBox provides unlimited storage for list- ing, sale and lease files, and other critical documents. DocBox features include:
Online File Review. Check for required forms and signatures at a glance.
Broker File manager. Make sure all documents are completed and signed.
Mark-up Tool. Make notes and comments easily.
E-Signature Integration with Authentisign. The easy e-signature solution.
With DocBox2Go, access files right from your Smartphone.
Best of all, DocBox2Go is free with your DocBox or TransactionDesk account.
No APP to Buy or Download. Just log-on to DocBox2Go.com from your Smartphone
Send Regularly-sized Files. DocBox2Go doesn’t restrict file size.
FREE with your DocBox or TransactionDesk account.
Find out more about DocBox and DocBox2Go
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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
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Email Archive by ColumbiaSoft
Columbia Softs’ Email Archive is a product that functions on the Document Locator platform. It helps agents and brokers improve regulatory compliance, promote greater efficiency in email management, and support email continuity planning by automating the capture of all email records, including attachments, that are sent and received company-wide.
Email Archive features include:
- Email Threading- Captures a thread of related emails so entire message conversations are easy to read
- Automated Rules- Allows administrators to define rules that can automatically route email messages and attachments without having to perform manual actions
- De-Duplication- Captures one copy of each unique message to minimize storage requirements
- Message Enveloping- Email Archive is compatible with all versions of Microsoft Exchange, include Exchange 2007's "enveloping" message format
Using Document Locator as an enterprise document management platform, Email Archive utilizes Microsoft Exchange Server's journaling capabilities to capture emails and attachments, allowing administrators to manage email records according to company email policies and compliance requirements.
- Email Capture: Automates email capture, email storage, and email archiving
- Email Policy: Enforces enterprise-wide best practices for email management as defined by administrators
- Email Attachments: Preserves attachments and messages together as one.
- Email eDiscovery: Provides full-text indexing and instant retrieval of emails and attachments
- Email Compliance: Supports email compliance with regulations including Sarbanes-Oxley, Basel II, SEC, HIPAA, and FRCP eDiscovery
- Email Security: Repository-based full security and auditing of email records
- Email Automation: Ability to automate actions based on email content
- Email Control: Maintains online control over information (However, this site is not hosted)
Related Products
SmartDocs
Document management made simple. Smart Docs provides you the ability to digitize, store and share your documents in a safe and secure document storage environment.
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Document management made simple. Smart Docs provides you the ability to digitize, store and share your documents in a safe and secure document storage environment.
Broker Websites from IDC Global
IDC Global provides Broker Websites, a browser-based application that provides a brokerage with a customized interface to query, manage, store and present listing data and images provided by the MLS board. IDC’s full suite of tools includes listing and client management, powerful report generation and CMA/Buyer presentations, document manager including state contracts, and market trend analysis, branded and designed for each brokerage. Broker Tools include: Property Search- This tool provides an instant search component that searches by MLS number. It also allows users to conduct simple and advanced searches, where they can search by any field in the database, min/max fields, and Boolean search. Users can save their search criteria and results, and search by New, Modified, Expired Listings in pocket database Listing Management- This tool allows real estate professionals to choose to display the result set of listings in a number of views: Ascending/Descending order, One Line Summary, Thumbnails etc. Its also allows them to print, email or export lsearch results to Microsoft Suite. The listing management tool integrates mapping and travel information. It also allows the user to customize column display and order of result set, report generation, print and email reports to clients/other agents, and more. Client Management- This tool allows clients access to contact status and details. It also enables professionals to search for a client, operate listing collections, update search results and print or email all information. Agent Profile- This tool provides contact details and notes, an agent image for report presentation and an agent saved report sample and document sample. Market Trend Analysis- This tool provides historical listing data with results for overall market analysis and sales team analysis. Document Manager- This tool automatically populates forms/contracts with listing data, agent and client data. These are saved in PDF format and easily exchanged with clients, third-party users. This tool allows professionals to customize these PDF files with their brand logo. Multilingual Integration- All aspects of the application are multilingual: search in one language, display result set or generate report in another. Wireless Technologies Compatibility- Download and store real estate listings on their Palm or iPAQ handheld devices.
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IDC Global provides Broker Websites, a browser-based application that provides a brokerage with a customized interface to query, manage, store and present listing data and images provided by the MLS board. IDC’s full suite of tools includes listing and client management, powerful report generation and CMA/Buyer presentations, document manager including state contracts, and market trend analysis, branded and designed for each brokerage. Broker Tools include: Property Search- This tool provides an instant search component that searches by MLS number. It also allows users to conduct simple and advanced searches, where they can search by any field in the database, min/max fields, and Boolean search. Users can save their search criteria and results, and search by New, Modified, Expired Listings in pocket database Listing Management- This tool allows real estate professionals to choose to display the result set of listings in a number of views: Ascending/Descending order, One Line Summary, Thumbnails etc. Its also allows them to print, email or export lsearch results to Microsoft Suite. The listing management tool integrates mapping and travel information. It also allows the user to customize column display and order of result set, report generation, print and email reports to clients/other agents, and more. Client Management- This tool allows clients access to contact status and details. It also enables professionals to search for a client, operate listing collections, update search results and print or email all information. Agent Profile- This tool provides contact details and notes, an agent image for report presentation and an agent saved report sample and document sample. Market Trend Analysis- This tool provides historical listing data with results for overall market analysis and sales team analysis. Document Manager- This tool automatically populates forms/contracts with listing data, agent and client data. These are saved in PDF format and easily exchanged with clients, third-party users. This tool allows professionals to customize these PDF files with their brand logo. Multilingual Integration- All aspects of the application are multilingual: search in one language, display result set or generate report in another. Wireless Technologies Compatibility- Download and store real estate listings on their Palm or iPAQ handheld devices.