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  Import / Export

No need to re-enter information.  Whether you are getting information from list brokers or creating your own lists, with the Import / Export tool you save lots of time by importing your data.

You to easily import contacts, prospects, and listings into your Realty Broker Office™ system at any time.  And if you are receiving list files on a routine basis, you can use the same import template.

Also, if you would like to just keep a copy of your data on your system, use the export tool to export your information at any time.  You can export contacts, prospects, listings, etc. from your Realty Broker Office™ system.

Plus use the export tool to create CDs for your clients.  Once your deal has closed, create a CD of the transaction, including documents, that you give to your clients. 
 

Data can be imported from any software application (i.e., Microsoft Outlook, Word, Excel, MLS, List programs, etc.).  You can also export your data to any software application, including your MLS.  You can import and export with a header file, comma delimited or tab delimited files.
 

When importing you have the option to assign the imported data to a specific agent; in the event that your data does not contain this information.  Your agents can import their contacts and other information and have it loaded for their access.

The owner/broker (administrator level access) has the capability to set security that determines who can import/export data. 

Using the import/export templates, you can setup a routine for easily importing and exporting; plus you can have a different template for each of your import/export needs.  Templates only need to be setup once, then they can be used over and over again.

 

How this feature is being used:
1. Clients export listings from their MLS, then import them into their Realty Broker Office™ for displaying on their website via their website search link. 
 
2. Clients enter their information in their Realty Broker Office™ and export certain listings information to their MLS.  This saves time by eliminating re-entering of data to the MLS; it also increase the information accuracy.
 
3. Agents import their contacts and manage everything from their Realty Broker Office™.
 
4. The office support person (and the agent's assistant) import the agent's contacts and prospects and manage them for the agents.
 
5. Clients export information and give it to their email vendor for sending marketing emails.
 
6. Clients export information for the company that handles their marketing.
 
7. Clients export their data to their hard drive, local computer, and CD-Rom for their own personal backup.
 
8. Clients create CDs of their closed transactions.  The CDS are given to their clients.

 

next:  3rd Party Access

Real Estate Database / Software Features:  click here

  

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3rd Party Access

Let the persons (vendors, clients, individuals,...) that you do business with send info directly to your system.  You send them a request, and they send you the documents that will automatically post to your system for the appropriate transaction.  This saves you time and money.  No more having to copy or fax documents; no need to have multiple document copies; and your file can be in any format.
 

 

Paperless Client Notification

The best way to stay in touch with your clients and work other deals at the same time.  Plus you save time and increase productivity.  With the Realty Broker Office™ client notification feature, you can send your clients documents for signature, confirm appointments, send status reports, and more.
 

 

Interactive Property Search

Make your internet presence more visible, draw visitors to your brokerage and stimulate sellers and buyers to talk to you.  Provide and online "interactive" research environment with the information that sellers and buyers want; and you'll be the first person they contact.
 

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For Your Software / Database...

Import/Export makes it easy for you to get leads, listings, buyers and other information into your system.

Whether you are setting up your system for the first time and want to get your data in quickly; or receiving information from another source, importing your data reduces time and saves you money.

Plus the exporting tool gives you peace of mind that you can have a copy of your data on your own computers at anytime.

Both importing and exporting is included with your Realty Broker Office™.  Click here to view other features

 

 

 

 
     
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