Top 5 Reasons Brokers Choose Digital Transaction Management

April 02 2015

document mgrWhy are brokers increasingly adopting digital solutions to handle their transactions? To find out, we spoke with broker Aaron Wheeler, President and Managing Director of The Oakville GroupThe Oakville Group in San Francisco, during a live webinar on Wednesday.

"Transaction management is like a form of insurance," said Wheeler. "Most people don't think about transaction management like they don't think about insurance until something goes wrong." So what happens if your brokerage is sued because one of your agents allegedly fails to materially disclose something relevant to a transaction? "That's the day that transaction management becomes especially important and you need to know where those documents are and, very quickly, to show you were in the right. When you need that level of insurance, you need good insurance and DocuSign and DTR is some of the strongest that you can have."

During the webinar, we explored the five key ways that digital transaction management provides that "insurance."

  1. Visibility - Get insight into brokerage performance; See how agents stack up; View activity for any transaction
  2. Compliance - Be able to manage workflow and set required tasks; Create an approval process; Rreference activity logs
  3. Control - Stay organized by setting a hierarchy of regions/offices; Assign roles and permissions to employees to create security levels; Archive and view closed transactions when needed
  4. Mobility/Flexibility - Access documents and transactions anytime and anywhere; Send documents for signatures from any device; Stay on top of your business by following activities in real time
  5. Security - View activity logs when being audited; All data is secure in the cloud; Use various document security layers to protect data integrity

To listen to the full webinar, click through to the next page to access the recording. There, readers can also learn how to claim limited time discounts on DocuSign plans.

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Brokerages with more than 10 users can save 25% on DocuSign corporate plans. To claim this offer, call 877-720-2040 or email sales[at]docusign.com and mention RE Technology's broker webinar ("Top 5 Reasons Brokers Choose DocuSign"). This offer expires April 30, 2015.

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