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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Agent | Broker Reset Filters to Default Back to ListMBAIFORMS Document Preparation Systems for REALTORS®
The MBIAforms™ online software from MB Associates, Inc. provides real estate brokers and agents the fastest and easiest method available for creating contract packages. MBIAforms™ online application
is designed to allow even the most hurried real estate professional to simply and quickly complete and produce the needed documents.
MBIAforms does not require form updates or software updates. You do not need to download the software, it is simply ran through your MB Associates Inc account. If you existing computer is replaced, this means you will not need to re-download anything to make it run correctly. You can edit any documents and these are all stored online.
Features include:
• Single Entry of Data - Enter data once and it fills all documents in the package, e.g., buyer name, seller property address, broker name, agent name, etc.
• Broker/Agent profile library – Save company names, agent names, phone & fax numbers, e-mail addresses, ID’s, of yourself and others one time.
• Clause Library - Write your own standard clauses for use in contracts and addenda. Save and reuse as needed.
• Auto Complete - Internet Explorer memorizes data you enter in each field. Start typing and then click you want in the pull down list instead of typing it over again, or use the MBAIforms™ single save and retrieve function.
• E-Mail completed documents and document packages – The pdf (Adobe® ) documents generated by MBAIforms™ can be sent as an attachment using your current email software, no matter which email you use. Your document package is a “locked” Adobe® file so the recipient cannot modify the document. Mail for high quality printing and avoid fax “shrinkage”.
You can add your logo to document packages, and add a contact summary sheet for internal use and/or for customer presentations. You can integrate MBAIforms with your MLS system to automatically fill data fields in the contract packages. You can include a Table of Contents with or without automatic page numbers for the document package. You can also create documents in multiple languages.
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breeze
Breeze is a cloud-based real estate transaction management platform designed to streamline the process of completing disclosures with your clients. With Breeze, real estate professionals can easily manage all aspects of a transaction, from document management and electronic signatures to communication with clients and other agents. One of the key features of Breeze is its intuitive, user-friendly interface. The platform is designed to be easy to navigate, so even those who are not technically savvy can quickly and easily manage their disclosures. Additionally, Breeze offers robust security features to protect sensitive client information, and the platform is constantly updated to ensure compliance with the latest regulations. Whether you’re a seasoned pro or new to the industry, Breeze makes it easy to stay on top of your disclosures and provide excellent service to your clients.
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Breeze is a cloud-based real estate transaction management platform designed to streamline the process of completing disclosures with your clients. With Breeze, real estate professionals can easily manage all aspects of a transaction, from document management and electronic signatures to communication with clients and other agents. One of the key features of Breeze is its intuitive, user-friendly interface. The platform is designed to be easy to navigate, so even those who are not technically savvy can quickly and easily manage their disclosures. Additionally, Breeze offers robust security features to protect sensitive client information, and the platform is constantly updated to ensure compliance with the latest regulations. Whether you’re a seasoned pro or new to the industry, Breeze makes it easy to stay on top of your disclosures and provide excellent service to your clients.
Deal Tracker
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Boston Logic Technology Partners’ Deal Tracker is software that allows agents and brokers to keep track of their deals. It is ideal for real estate professionals who need help managing their deals from offer to closing. Deal Tracker integrates with the LogicLeads lead management system. When a lead is ready to put in an offer on a home, the system creates a deal and enter the details. These details populate projections, reports, and deal rosters. Agents can monitor their own deals and the broker or administrator can manage deals for the entire office. Features: • Store deal information and details • Project agent income and office revenue • Project office profits • Track past agent performance • Generate printable and exportable reports • Identify your top producers • Verify that you have all paperwork in hand • Make sure you are ready for a closing Boston Logic offers managed hosting of all our software products, custom-developed applications, and open-source platform deployments.