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Form Simplicity Document Management
Form Simplicity is a web-based transaction solution that provides an end-to-end online real estate forms process to its users for expediting transactions while eliminating the need for paper process.  Users have the ability to quickly print out a form and go, or create a web-based transaction. Transactions may also automated through preset 'data populated' packages which utilize the MLS data import feature. A synchronization feature also allows users to type information in one field for it to automatically update the same fields on all forms within a transaction. Form Simplicity allows you to easily manage your forms as all are internet accessible which can be quickly e-mailed or downloaded. Other features include: Seamlessly develop groups of forms and files for transactions Print blank forms without creating a transaction Integrate and add your own customized documents Reduce typing through one-of-a-kind auto population features Receive big cost savings for REALTOR® associations and real estate
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Automated TransactionPoint
Real Estate Digital's automated TransactionPoint is a transaction management platform that not only automates and streamlines your complex real estate transactions, but also provides a secure document repository while driving revenue to your core service providers. TransactionPoint offers 24/7 access via a Web-based platform, automates the entire real estate transaction from listing a property to closing the deal, and provides a secure document repository with documents easily posted via fax, scanner, e-mail, printer driver or direct upload. The transaction management online platform also reduces liability risk by adhering to a consistent process with background logging of key events and communications. You can easily creates new transactions from popular forms and contact management products suchas ZipForm®/WINForms®, Reveal TrueForms and AutoRealty. Another benefit of TransactionPoint is that it offers brokers and agents the ability to go totally paperless through our unique integration with DocuSign’s eSignature solutions.
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BuyerMLS for Agents & Brokers
Missed Opportunities Buyers sometimes miss out on homes because their narrow search criteria filters out perfectly matched homes, typically due to price. If the seller knew there was a perfectly matched buyer who was pre-qualified and could close quick, maybe they would submit a reverse offer that was more in-line with the buyers target price. Right now, without a way to search buyers, it's just a missed opportunity. BuyerMLS allows listing agents the ability to search for those missed opportunities and contact the buyer's agent. New Opportunities 1) Advertising your buyers will bring you new leads. Potential sellers will know what buyers are looking for and may finally decide to list! 2) 97% of homes are not listed. Give your buyers access to quiet listings or discrete sellers that are not listed on the MLS. By advertising your buyers' needs/wants, agents with quiet listings can contact you with properties that are perfect for your buyers but not yet listed. Also discrete sellers (wealthy, famous, etc.) can now have their agent search for a buyer without having to deal with the hassle of open houses and announcing their house is for sale to the world.  
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Concourse™ by Realty Pilot
Realty Pilot's Concourse™ is a transaction and lead management system for real estate agents and brokers. This system was designed to automate listings, tasks, property preservation, transactions, marketing, leads, accounting and reporting. Features include: Client Management- Agents and brokers can manage all of their clients from one system - Buyers, Sellers, Asset Companies, Banks Vendor Management- Agents and brokers can manage all of their vendors and companies - from HOA to Title Company, Inspection to Warranty Property Management – Agent and brokers can manage all aspects of their listings and acquisitions Task Management- Complete task management with detailed workflow design that agents and brokers can customize for their business Transaction Management - Manage all aspects of a transactions - traditional, short sale, REO, and Auction Detailed reporting and accounting- Agents can brokers can track payroll and expenses, monitor performance, and control user access based on various criteria like on-time completion rates
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DotLoop
DotLoop is a full-service transaction, forms and digital signature solution for the real estate industry. This system integrates online forms, helps agents manage transactions and electronic signatures, and allows them to collaborate during negotiations.  Cut back on the many hours spent driving contracts to and from home buyer and sellers’ locations.  Go green and cut back on paper use.  Allow yourself and your clients the comfortability of managing transactions on their own schedule, in their own homes. DotLoop has four simple steps: create, eSign, submit and negotiate. DotLoop's technology provides security and transparency to a real estate transaction by offering trackable histories and free document storage for agents and brokerages. More than just forms software, The Dotloop System is also a fully-integrated CRM tool that allows agents to keep track of clients' information and details. Benefits to the agent include: Paperless Transactions – This saves times, provides document storage and a user-friendly experience. Virtual Access – This controls cost and provides freedom to fit into your busy schedule . Collaborative Transactions – These often result in faster deals and increase the accuracy.   Benefits to the broker includes: Paperless Transactions – Have online document storage, reduce on printing costs and file space and increase administration efficiency. Integrated E-Signatures- Increases agent productivity and  is secure and trackable. Collaborative Transactions- This can help retain agents, enhance office organization and create competitive advantage.   Clients also benefit by the ability to relax, review and sign contracts at their leisure, from anywhere with internet access.
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eBrokerHouse Agent Solution
eBrokerHouse Agent Solution is a transaction management system for individual agents and their teams. The eBrokerHouse platform caters to traditional, short sale, REO, or any combination of business an agent may have.  Don't get stuck using several softwares to manage the different aspects of your business. Moving to a web-based system to manage listings, leads, files, tasks, offers, showings, contacts, and team members, will allow agents to work much more efficiently, more productively, and from anywhere. A unique feature of this system is online offer submission and management direct from the MLS. Online offer submission allows agents to eliminate fax and email offers, easily manage multiple offer situations, and adds transparency to the offer process for all parties involved. Key features include: Listing management tools Manage buyer leads and active clients Automated offer submission and management Task management and task assigning to team members Built in showing system Reimbursement tracking Add unlimited sub-users Manage documents and share with team members Manage all contacts Manage all BPO's, track orders, documents and photos In-depth reporting A FREE version of the platform is available to most agents
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eClosingRoom
PropertyInfo’s eClosing Room is an online application that simplifies the real estate transaction and closing process. Its goal is to reduce the number of days from contract to closing. The eClosingRoom integrates with SureClose® online transaction management system so that home buyers and sellers can access all their closing and upfront documents online, review them and electronically sign most documents prior to their actual closing. eClosingRoom provides electronic delivery of signed loan documents sent directly to SureClose. It works to improve communication between all parties involved in the transaction utilizing SureClose. Users of the system will have fewer documents to sign and review at closing. Agents can use the system to go paperless and provide a copy of the entire signed closing package on a CD or other media immediately after closing to their clients. This technology allows you to electronically sign any typical real estate closing document or loan package with a few clicks and one signature.
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Escrow Coordinator PLUS Real Estate Software
Escrow Coordinator Plus cloud-based real estate software can help agents with any type of real estate business. This tool helps agents to: Manage and store documents, helping you go paperless. Get paid more quickly by clearing files more quickly. Use any device, from anywhere, to access your information. Escrow Coordinator Plus works nationwide. It can help you with short sales, REO, and with your buyer clients.
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loadingDOCS
  Close Transactions More Efficiently Stop chasing paperwork. Remove the back and forth between your agents and your staff with our transaction management and paperless document storage solution, loadingDOCS. With loadingDOCS you can be truly seamless and remove duplicate data entry. Whether your agents submit transaction documents manually or electronically, everything will funnel into place with loadingDOCS. loadingDOCS provides you with the tools to: Upload a package of PDFs for your transaction and split into the appropriate documents Automaticly track all documentation required for each transaction and listing Fullly integrate into brokerWOLF through transactions Automate document status change notifications including:   Reminder of missing documents Office staff approval Notice of incomplete documents Document checklist allows for easy management of deal documentation, with configuration for:   Property type Due date Each agent and staff receives their own loadingDOCS clipboard Users can share clipboards Preview of uploaded documents
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myFirstAm.com
Tracks your orders, calculates fees, and delivers notifications for order milestones—all with First American’s 24/7 Web portal for residential real estate transactions. firstam.com/myfirstam
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myShortTrack
myShortTrack is a cloud-based transaction management application for real estate professionals. Going beyond a paperless approach, myShortTrack manages all your real estate transactions with dynamic workflows while connecting all participants seamlessly on any device. Invite anyone to the transaction Share only what you want with any invited participant Track all of your emails, documents, tasks, notes, and file activity in one place Turn checklists into workflows with document sets to give every client a consistent, professional experience. Keep everyone informed with real-time notifications emailed to transaction participants For the brokerage, myShortTrack is a configurable platform that will fit any company. Brokers can integrate the powerful transaction management of myShortTrack with their existing software (CRM, marketing, accounting, etc.). Managers get buy- and sell-side reporting, all while giving their agents the ability to control everything from any computer or mobile device. Keep your eyes peeled for announcements re: Docusign, Contactually, and your local MLS this June
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Palm Agent
Palm Agent is a net sheet and closing cost mobile software solution, available to real estate agents and brokers. This mobile application is compatible with any Smartphone 24/7. Palm Agent was designed to provide real estate agents with an easy to use tool to aid them answer homebuyers and home seller's questions about closing costs and other number crunching concerns. Palm agent provides a number of tools for calculating seller closing costs and home buyer closing costs. The solution can modify calculations based on short sales, foreclosure and more. Agents can also generate a HUD from the application and email it to themselves or their client. Features include: Net sheets Short sale information Calculate title and escrow Buyer's quick estimate Buyer's closing costs Seller's closing costs Conventional with second PITI to loan ratio Sell to net Qualify buyers Customized closing costs Calculate PITI with PMI Calculate PITI with MIP Principal and interest Calculate funding fee APR Calculate origination fee Calculate funds verification Saves calculations as PDF and allows agents to email the calculation from inside the mobile application Palm Agent provides customer support through their local representatives. As Palm Agent technology expands and changes, users are able to download all versions and upgrades at no additional cost.
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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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Professional Real Estate Services
Products and services that assist in closing real estate transactions, including closing and production systems, trust accounting services, property disclosure reports, fund control, land surveys, and more firstamprs.com/
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PropTrackr Real Estate Management Software
PropTrackr can help real estate professionals with challenging deals like short sales, loan modifications, rehabs, lease options, buy and hold and auction properties. The software is Web-based, allowing you to access these features no matter where you are (as long as you have Internet access): Customizable Company Website Dashboard Property Management Bing Maps Integration Import / Export Properties Property Details (with photos!) Notes and Actions Property Documents Short Sale Package Builder Comparables Search Integrated Faxing Deal Analyzer Repair Estimator Property Leads Contact Management Import / Export Contacts Calendar HUD-1 Creator Document Center Auto-Fill Documents Document Sharing Lead Capture Forms PropMapr Lead Generation Task Manager User Permissions Limited Client Access Action Plans System Configuration Education Center Marketing Materials Community Forums Monthly Webinars 24/7 Access Choose from several pricing options - find one that fits your budget and your needs.
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Quicksilver Real Estate Solutions
Quicksilver Leads is a web-based application for managing client communication. Let’s take a moment to explore the key features. IDX-Search Website Quicksilver websites are IDX-friendly. Users can brand their website with custom text and headers, as well as track which properties leads click on (and send them targeted emails). Pay-per-Click Lead Generation You can drive search engine traffic to your site with keyword placement in major search engines. Spend less on leads with targeted listings. Real-time Site Monitoring Users are instantly notified of site activity, including lead sign-ups. They can be notified by SMS or email. SMS messages can include lead name, phone number, and price range. Instant results are visible with graphs and charts. Log In with Facebook and Facebook Integration Leads can register by logging in to Facebook (which means you get a real name and contact info). Each property on the site gets a Facebook “like” button. When a lead “likes” a page, it is published on Facebook with a link back to your site. While we’re talking about social media, we should also mention that you can send and receive Tweets from within the Quicksilver message center. Search the MLS on a Branded Site Quicksilver serves hundreds of MLSs. Monitor Lead Activity Charts show the properties and searches your leads are viewing. Users can sort leads by interest and search history, as well as view client interests by price range and neighborhood. ReplyAnywhere Quicksilver offers email routing. Reply to messages from phone or personal email. Email sent from personal accounts will be routed through the company address before going out to the client. Click to Call Call leads with one click from the website. Mask the cell phone number behind the company’s office phone number for outgoing calls. Scheduled Messages to Contact Leads Segment leads (by site activity or other customizable criteria) for focused messages. Send these messages on a weekly schedule or on special events. Drip Campaigns Keep in touch with leads over time with drip campaigns. Send customized, timed messages. File Locker Host files SAFELY online. Share files with other or keep them private. Brokers, Track Agent Performance Manage multiple agents effectively. Assign leads to agents with flexible rules. Monitor communications between agents and leads to see who is performing most effectively. Transaction Management Now in beta, transaction management from Quicksilver will allow user to track paperwork during the sales process. They can also request electronic signatures on any document and manage documents awaiting signatures. Brokers can monitor the progress of agents and access all documents.
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RealtyAPX
RealtyAPX is a combined front and back office system that offers agents and brokers digital time tracking, forecasting, reporting and billing tools in a cloud environment that you can access from any device at any time. Features include: Transaction Management Electronic Signatures Document Management (PDF Splitting) Customer Relationship Management (CRM) Campaigns and Qualified Lead Acquisition Lead Management and Lead Distribution Quickbooks Integration Complete Calendaring System Open House Management with Surveys Showings Management with Surveys Google Integration, IDX Integration Email, Print and Social Media Marketing Templated Websites Commission Tracking RealtyAPX users can leverage the system's real-time reporting capabilities to understand what's happening with their business right now. They're also able to analyze data to measure their business's strengths and weaknesses.
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Reesio
Reesio is a simple and aesthetically pleasing document and transaction management platform. It combines every step of the real estate transaction process into one beautiful flow for agents, clients, and third parties. The program offers a comprehensive system of alerts, notifications, and activity to let all parties know where everything is at in the process. This allows everyone to not only electronically sign and share real estate documents, but also easily manage offers, inspections, appraisals, loan information, showings, messages, and document storage all in one place. Reesion allows brokers to create workflow templates with tasks in each template for agents to follow for each transaction. This helps agents easily follow their broker's processes and. Agents can also take the tasks in your workflow and assign them to other transaction members, add due dates to them, and see an activity of all tasks that have been completed by whom and at what time. Reesio is also integrated with DocuSign. Users can upload, share, and e-sign documents, from within the program with no limits.
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repree
Manage your real estate transactions and contacts with repree. This entirely paperless solution also incorporates digital signatures from DocuSign® to simplify the administrative side of your business – allowing you to focus on serving existing customers and adding new customers. How does repree do it? Let’s look at this solution a little more closely: The Document Manager and e-filing cabinet is where you can store, organize, and easily access important documents. The Contact Manager captures and manages your contacts. The calendar features helps you make sure you never miss an appointment by syncing with your mobile device. The Agent Activity Manager keeps track of daily activities and to-do lists to improve efficiency. Integration with DocuSign® provides digital signature functionality. Automated Showing Feedback automates communication about showings and delivers the results in an understandable format. Reports keep you and your clients up-to-date. All of this is accomplished with complete privacy and security. repree leverages Microsoft® Cloud and DocuSign® both of which make going paperless a safe bet for real estate professionals and their clients.
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RETS IQ Cheque
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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Sequent Systems
Sequent Systems offers transaction management software designed to free up  time by supporting you as your own personal project manager from contract to closing. After an initial introduction to establish your level of service, you'll be issued a password and Sequent Systems will ask whom else you'd like to provide access. This could include co-workers, employees, or others who work on contracting sales with you normally. Then, you'll be able to track and update deal progress every step of the way. Once your data is safely in the system, you can allow the other parties of the transaction to work on their contribution to it. With this software you are able to set the pace which means working with less elastic deadlines. Sequent also serves as a task manager so you can focus on other projects while the software keeps track of a contract's progress in the pipeline.
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Settlement Room
SettlementRoom, powered by Emphasys Software, is a real estate transaction management software. With SettlementRoom, closings are a breeze With SettlementRoom you can reach your goals of a paperless office as well as: Track tasks, action plans, and orders with printable lists as well as calendar views Close transactions via the web from anywhere with Internet access Invite all parties involved in the transaction (lawyers, brokers, agents etc) Key task due dates off of other dates, such as “3 days after listing” Automatic email notifications to your team members and clients upon task/order completion Send automatic email reminder notices to any transaction participant for any task Flag past due tasks and orders needing your attention Establish private tasks not visible to your invitees Store task and order lists for instant assignment to new transactions Archive your documents for free  
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SkySlope™ Transaction Management
SkySlope™ transaction management software allows real estate agents and brokers to store documents online for all of their transactions. This enables you to access your documents anywhere, anytime - as long as you have Internet access. SkySlope™sends automated alerts and reminders to inform users of an update in their document repository. This will also help you track your team’s activities and stay in touch to guide and monitor your agents. SkySlope™ allows users to create different permission levels for the various members (brokers and agents) of their team. As explained on SkySlope.com, "A Broker's File Auditor can also see all Agents' transactions. He acts like a Secretary/Auditor of the Broker whose responsibility is to check completeness of all documents submitted by the agents." The software supports internal communication while still protecting security. Security is a top priority for SkySlope™. Documents stored in their online system are accessible only to individuals chosen specifically by the Administrator. Until and unless someone enters a valid username and password, and are authenticated, no document will be accessible to them.
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SureClose
The SureClose transaction management solution from PropertyInfo Corporation empowers real estate professionals to collaborate with other parties on the transaction. With this tool, users can: Track the progress of a transaction Add, view, manage, share, approve, and archive documents electronically Send/receive messages Receive updates about important milestones Order settlement services Provide access to all parties to the transaction This toolset can help agents and brokers to be more efficient, reduce paper-related costs and clutter, save time spent on phone calls, improve communication between parties, become more mobile, enhance customer service, store documents electronically to reduce storage fees, and protect themselves against liability with an audit trail.
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SureClose Document Review Tool
Take your SureClose transaction management solution to the next level with the Document Review Tool. This addition to SureClose allows users to access, review, track, change, and approve documents – and, in the process, manage time more efficiently with a custom document queue to keep documents organized and prioritized. The Document Review Tool syncs with SureClose in real time. In addition, SureClose Document Review Tool: Provides a single interface for document editing and review Caches documents for seamless review Allows users to customize search options (i.e. MLS, address, file status, contract end date, etc.) Enables electronic signature, date/time stamp, full annotation Lists documents to be reviewed, approved, or rejected Instantly posts reviewed documents to SureClose files Allows reviewers to send documents with comments to appropriate agents via email With these features, document reviewers can become more efficient, reduce expense, streamline their process, reduce errors, improve organization, and enhance communication with agents.
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SureClose Mobile App
Take your transaction management mobile with the SureClose app for Apple or Android. This popular transaction management solution allows all parties to a real estate transaction to collaborate effectively. Now, you can take your transaction information with you wherever you go with the SureClose mobile application. Key features of the app include: A complete list of all current files and documents A summary of each transaction (including essential details such as MLS ID, contract dates, and property info) View and share documents electronically Track task progress Manage and connect with contacts for each transaction The many benefits of this mobile transaction management solution from PropertyInfo Corporation include: improved efficiency, increased productivity, better profitability, and enhanced customer service.
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SureScan 2.0
Going digital has never been easier, thanks to a new desktop scanning solution for Windows® PCs from PropertyInfo Corporation – SureScan 2.0. SureScan can be integrated with SureClose transaction management tool to digitize paper documents and file them automatically in SureClose. SureScan is a desktop application you download. As we mentioned above, it can conveniently be synced/integrated with SureClose, working hand-in-hand with the transaction management solution to help you move toward a digital business model. In addition to the options for sending/saving scanned documents with SureClose, you can also send scanned documents directly to an email address, view and annotate documents. SureScan is a Sarbanes-Oxley and HIPAA-compliant tool that securely transmits document images. In order to leverage SureScan effectively, you will need: A Windows® PC with at least 2GB of available disk space and a Pentium® 4 (or equivalent) minimum processor An Internet connection A TWAIN-compliant scanner or multi-function copier
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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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Transaction Management By Forms Simplicity
   The Transaction Solution to Help REALTORS® Succeed Form Simplicity was created by REALTORS® for REALTORS®. Owned by Florida Realtors®, Form Simplicity is trusted nationwide by agents and brokers to manage their paperless transactions, to get digital signatures quickly, and to protect their high-value transactions with stringent security measures.   Tech Support provided by the premier service, Tech Helpline.   formsimplicity.com |  (888) 784–5404  | Owned by Florida Realtors®  
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TriPress
TriPress is a set of online marketing tools designed to handle the entire online mareting setup process for agents, start to finish. This system combines some of Tribus' online marketing components. With TriPress lead capture forms are integrated with an agent's IDX and their CRM system. The system helps agents to no longer have to export their contact database to MailChimp or ConstantContact to do email blasts. Features include: Conversion and Search Engine Optimized Websites Built in Lead Capture Systems Real Estate CRM System for Agents Instant Text / Email Lead Alerts IDX – map and selection box search Email Marketing (drip and blast email) Transaction Management Email and Calendar (syncs with an agent's phone) Agent Accounting TribusU Training and Support (24x7x365 video trainings on their tools and much more) GPS Enabled Mobile Search Site When an agent signs up for Tribus, these tools will be updated to keep them in front of the technology curve.
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Velvet Elves
Velvet Elves is a transaction management system designed to free up your time by taking care of the entire closing process for you. The "Elves" of the name are actually U.S. based closing coordinators that take the burden of closing off your plate so that you can focus on selling more homes. The solution is designed to keep you in compliance with TRID deadlines, as well as keep the entire transaction on track. For agents or brokers who prefer not to use Velvet Elves' closing coordinator can process transactions through a "smart" task list generated by the terms in each individual purchase agreement. The solution is also uniquely client-focused. Clients receive their own personalized webpage to track the transaction, communicate with you or your closing coordinator, as well as download, review or upload documents. Clients can also share each milestone with their social networks, increasing your visibility throughout the entire process.
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VOBRE Virtual Office Builder®
VOBRE® is a productivity suite and virtual office platform designed specifically for real estate professionals.  VOBRE gives each user a transaction and document management system, a digital fax service, a call capture and voice system, and marketing tools, including virtual property sites and mobile tours, listing surveys, a personal website, and listing syndication.  All services are integrated with each other, giving the user a complete technology tool.
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