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
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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
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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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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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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.
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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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.