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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
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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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Deal Tracker
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.
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DocCentral
Real Estate Digital's DocCentral enables agents and brokers to eliminate the paper, storage and printing needed to complete a real estate sale. Doc Central provides a web-based platform to securely digitize, share and manage documents. This service allows you to convert all your documents to digital copies, which eliminate printing costs, the time to manually file and the inconvenience of large filing cabinets in your work space. DocCentral also provides a secure document warehouse with 24/7 protection and access. It also allows you to manage your important documents. You will be able to track who has viewed your documents and control who has access to certain documents. DocCentral offers you the ability to digitize your documents by directly uploading them, emailing them or faxing them. You will be able to view your documents online 24/7, with the option to share these documents online or by email. You will be giving consumer access, with unique branding of agent or broker. DocCentral enables you to search an "electronic file cabinet" for transactions or create new ones. It also automatically populates your property information from MLS systems. It provides you with an open platform and the flexibility to operate with leading transaction management systems. DocCentral also allows extensive security, which allows the user to controls who can see which of their documents. It also monitors site access.
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Document Locator by ColumbiaSoft
Document Locator is ColumbiaSoft’s document management system for capturing, managing, sharing, and securing the information that powers critical business operations. This comprehensive document management system is designed for businesses of all sizes to improve efficiency and reduce risk. It delivers records management, document imaging, version control, document workflow, and collaboration tools. This tool provides the document management tools a business needs to manage documents, automate business processes, comply with regulations, and achieve greater business efficiency. Features include: • Fast User Adoption: Designed for ease-of-use with intuitive document management system integration to Microsoft applications and Windows-based functionality. • Increased Productivity: Eliminates time-consuming and error-prone effects of handling paper documents and storing files in personal folders or shared drives. • Cost Savings: Streamlines efficiency and improves customer service with a fast return on investment. • Shared File Alternative: Replaces the anarchy of shared-file servers where files are duplicated, lost, and deleted without control, with a flexible document management system. • Store and Manage Emails: Incorporates email capture and communication within a document management system for greater security, auditing, and full-text search capability. • Records Management: Capture, identify, store, and dispose of business records according to records management policies. • Imaging: Document scanning incorporates paper documents within the document management system for more efficient sharing and storage. • Storage: Provides enterprise document storage with control, consistency, and security. You can also integrate ColumbiaSoft’s Records Management software to correspond to Document Management system.
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Document Management and Imaging Solution
Acris Paperless Solutions offers real estate firms an efficient web-based solution in an on-demand collaborative document management solution that brings the two entities together through its imaging and indexing solution. With the ability to assign user logins to internal and external users, the process for the completion of the real estate transaction all the way through escrow is greatly streamlined. Document Management and Imaging SolutionAcris is an on-demand collaborative document management paperless solution. Its web-based imaging solution is secure, efficient, scalable and reliable. Acris provides an electronic collaborative work environment to efficiently streamline your workflow. Whether you work from a PC or remotely from a laptop or both, you can access your documents, upload new documents and manage all documents with email notification workflow in one central electronic work environment. Acris’ storage and retrieval solution is secure and seamless as all documents are indexed for ease of control, management and retrieval all in real-time. SecurityAcris incorporates many layers of physical, application, network, and communications security into its system. Our servers are housed at secure dual data centers. Within Acris, users only have access rights to the folders and documents to which they have been specifically granted permissions by their system administrator. Our servers are protected via firewalls, multiple intrusion detection systems, regular penetration/stress testing and continuous monitoring of system performance.
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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 today.
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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)
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FormsRus
FormsRus is a Go Green enterprise level online solution to handle all of your business documentation from one place. FormsRus will work with you to create your electronic forms library in an online, editable, fillable and calculable format (as required) and provide everything that you need to manage all of your company documents online to go paperless with a single platform! This allows you to: Create | Organize | Manage Electronically sign Email, Fax or Print Store and Share All of your important files in your own virtual office environment. This gives you and your entire staff, group or association the ability to access your most critical business paperwork, forms and contracts anytime and anywhere from our secure cloud. Go ahead and try it out. It works great from your computer, tablet or even your smartphone!
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LogicCMS
Boston Logic Technology Partner’s LogicaCMS is a Content Management System (CMS) tool that can be embedded to an existing website, although it was originally created for ONE System websites. Boston Logic knows that real estate agents don't need a complicated content management system. They built LogicCMS to be easy to use, but still give the user the power to make unique, creative pages and content. LogicCMS is deployed with every real estate website that Boston Logic launches using the ONE System. Features include: • Content editing interface • Easily upload, resize, and manage images and other media • Ad links to documents and rich content such as PDFs and MP3s • Create highly search engine optimized pages and content • Manage pages quickly and easily through a simple interface • Dynamic, search engine friendly menus • Organize menu items using an intuitive hierarchy structure • Automatic Google sitemap generation The LogicCMS can be customized and styled to work with almost any design. The Boston Logic team can work with you to create a custom design or they can work with your internal design team to implement their vision. The LogicCMS allows for superior manageability and flexibility while creating a search engine friendly site that will grow with your business. Boston Logic offers managed hosting of all our software products, custom-developed applications, and open-source platform deployments.
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MBAIFORMS 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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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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Records Management by ColumbiaSoft
ColumbiaSoft’s Records Management software provides agents and brokers using the Document Locator with a new add-on software. The Document Locator is an enterprise-class document management system; with the capability for integrated records management. Integrating the Records Management software provides real estate companies with records management features, industry solutions, business benefits and Microsoft partnership. It helps agents and brokers maintain compliance standards with records management software. This helps you minimize the risk associated with compliance, legal actions, discovery, and regulation with the ability to capture, identify, store, and dispose of business records according to your own records management policies. With this tool you can enforce business records management and document retention policies according to the specific needs of your company. Government regulations are challenging companies of all types and sizes with new rules requiring strict records management. Records management tools in Document Locator enable you to meet the increasing challenges posed by Sarbanes-Oxley, HIPAA, FDA, Basel II, e-Discovery, and more. Records Management and Document Locator incorporate email and email attachments within records management policies. For many companies, email represents the single largest gap in compliance. With email records management in Document Locator, you have the ability to incorporate email communications so that messages are stored, retrievable, and disposed of when necessary. New rules for e-Discovery require that electronic documents, emails and files relating to legal requests be identified and made available within short periods of time. Document Locator's records management capabilities enable compliance by allowing you to accurately identify records and make them available quickly in their native file format.
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reDataVault™
Real Estate Digital's reDataVault™ is a content licensing management system for MLSs and brokerages.  reDataVault™ provides data license management, document management, vendor management, listing syndication and data delivery. reDataVault™ offers a full-listing syndication platform with opt-in, opt-out capabilities. For the MLS, reDataVault™ provides a branded website that allows any MLS to define and publish data exports, define the terms of use of the products, enable or disable any product, or license, and upload and store agreements between brokers and Licensees. It also provides control and auditing of all MLS data conveyance. For the MLSs, Real Estate Digital provides a reDataVault™ website with the following features: Branded logo and color scheme Role-based access credentials Management of all license requests from Licensees and brokers Broker opt-in, Broker opt-out or full MLS listing syndication Non-dues revenues from licensed products With reDataVault™ Brokers can: Upload and store agreements between the MLS and Licensee and Vendors Select or de-select any Licensee Receive free click-stream consumer activity and impression reports from syndicated listings See all of the data product transactions by Licensee or date range View the terms of use and products offered by the MLS using the broker's data
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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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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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zipVault®
Safe, Secure and Stored in One Location. zipVault® is a cost-effective, reliable and user-friendly document storage tool that gives users the ability to include documents necessary to a transaction and store them in one central and secure location available online, anytime 24/7. Users can access, manage and securely store files created both inside and outside of zipForm® Plus. This eliminates the need to buy additional filing cabinets and archive boxes, thus, freeing up valuable office space – space that can now be used for productive work areas. In addition, money saved using electronic document storage can be invested in other essential areas of the business.
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