Transaction Management & eSignatures

Agents, teams, and brokers enjoy how easy it is to have all the paperwork and transactions under control. Indeed a paperless system; including scanning and eSigantures.

Just like having a dedicated transaction coordinator helps you avoid deadlines, miss tasks, and follow all the steps to complete your sales on time.

Keep your files in compliance by generating the correct set of documents based on your file’s type of transaction.
Transaction Video Esign Video

TRANSACTION MANAGEMENT

Features

Visual Drag & Drop Pipeline

Automated Task Assignment (Action Plans)

Trust / Escrow Accounts

Compliance (Transaction type and location)

eSignature

Commission Plans

Commission Disbursements

Client Retention

Important Dates withcalendar

Agents

Teams

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Teams: ✔️

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Brokerages

Chatbots: ✔️

24/7 Support: ✔️

Teams: ✔️

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