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Form Simplicity Document Management

Form Simplicity Document Management

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"Form Simplicity’s eSign will take you to the next level. eSign is efficient, convenient, simple to understand and the documents were executed legally and professionally. Thank you for saving me money and countless hours of work."

-April Gayle Gausman, Broker and REALTOR®



Create transactions with lightning speed. Use pre-filled packages, MLS and tax data import functions, and automation tools to reduce typing and increase productivity.



Organize and simplify your transaction management process. Add and manage contacts, use task management tools, and submit completed transactions to broker managers for review.



Collaboration is easier than ever. Allow service partners and clients to send documents directly into your transaction as well as negotiate in real time. Use broker-agent tools to improve communication. Apply eSign for rapid signings.



Your transactions are safe and secure in the cloud and can be accessed anytime, anywhere from any device. Even send completed files to brokers for long-term storage and legal compliance.


Mobile Transactions 

Maximize time with Form Simplicity’s mobile platform for on-the-go transactions. Create and edit transactions on smartphones and tablets. No plugins or downloads to install. Works natively on all browsers.


Support and Help 

With live technical assistance, webinars, support guides, video tutorials, automated educational emails, and certified Form Simplicity trainers, you have the support you need.


Integrated eSign 

eSign’s preprogrammed templates have already been created for you and are integrated directly in Form Simplicity. eSign eliminates the need to drop and drag signatures or upload and download  documents from a third-party website. eSign is fast, legally binding, encrypted, records an audit trail, and works on mobile devices. eSign is even more secure than paper signatures.

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Broker Tools in One Central Place 

Eliminate paper processes and create a paperless office with Form Simplicity. Save time reviewing agent files with virtual checklists and automated email notifications to agents. Have the freedom to access files from any computer, from any browser, anywhere. With unlimited eSign and online storage options, paper and its associated costs are now a thing of the past.

For a live demo, email: [email protected] or call 888.784.5404

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Settlement Room by Emphasys
Settlement Room is a user-friendly transaction management system that has been designed for direct use by brokers, agents and teams without the need for transaction coordinators. Most recently Emphasys has made a number of enhancements to the product to improve the user interface making it one of the most user friendly transaction management products on the market today. Settlement room provides transaction workflow management, communication with all parties in the transaction and the ability to schedule tasks for all participants as needed. Tasks can be scheduled using fixed dates or dates based on other events, such as making one task due so many days after another event. The document manager is included with Settlement Room and is not offered currently as a stand-alone. Easily email documents into your transaction websites. Settlement Room provides: The ability to fax documents into your transaction websites Ability to distribute transaction documents from your website Ability to attach transaction documents to orders and emails by just checking a box Ability to set permissions as to who can view any document Ability to store common documents for use in multiple transactions In terms of communication, Settlement Room does a good job of sharing transaction data with everyone involved in the transaction. Communication features include: Ability of all participants to post and read messages Ability to restrict message access to selected participants Ability to schedule messages to be automatically sent by email Inclusion of special tools to automatically request and manage Showing Feedback Ability to Import and manage contact lists, and synchronize with MS Outlook Ability to automatically invite common participants into each new
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Track My File is currently marketed directly to real estate companies and they emphasize that what you get with Track My File is more than the product. They stress the importance of learning how to integrate transaction management processes into the business culture and their ability to help companies do this. The Document Management and Transaction Manager Product are combined. They pride themselves on offering a user-friendly system that all agents can use. Track My File is easy to navigate though the interface appears a bit dated. The Track My File team schedules a one-time consultation with new clients to get to know them, the processes they currently have in place and the way they work. Then they create custom software tailored to both the currently office requirements and workflow. This tailored, consultative approach sets Track My File apart from the competition in this regard where most vendors expect the client to adapt to their system.
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