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Attach and save for life copies of all documents executed in connection with your  transactions, listings, buyers, etc.  Using our document management feature, you can attach and save copies of deposit receipts, canceled checks, trust account records, signed service agreements, signed disclosure agreements, submitted offers and many other documents produced during the course of the sale.  Your documents can be in any format: PDF, word, excel, power point, image (jpeg, gif, tiff, etc.), and other formats.

Now you can take the hassle out of looking for documents, they are there at your finger tip and only a mouse click away.  

You're working on a sale similar to the one you did last year.  It contains a 1031 exchange and some other sticky components.  You know that the agreement you wrote for last year's deal will work great for this new contract.  With a couple of changes and a few new additions you can be done in less than an hour and on to the next contract.  But you can't find the agreement.  You stop for a moment and remembered that you had to upgrade your computer and some of your documents were either not transferred or got corrupted.  You dismiss that and suddenly remember that the agreement should be in your files.  You go to search for the files and see unlabeled boxes with lots of documents...  If you were using Realty Broker Office™ that agreement would only be a mouse click away.

Our Document Management feature handles documents for both active transactions and closed transactions.  During the course of your transaction you can save and access documents as you produce them.  Once your transaction has closed, your documents are still available to you for viewing, retrieving and downloading.

Saving your documents in your Realty Broker Office™ is very easy and simple.  You click "attach", locate the document on your computer, click to select your document, then click save.  That's it.  You also have the option to add comments about your attached document.

Retrieving, viewing and accessing your documents within Realty Broker Office™ is even easier.  Locate the transaction (we have lots of ways to search for a transaction) then click on the paper clip icon located next to the item for which you have attached the document.  Then open to view your document.  You can also choose to download your document to your computer.

next:  Transaction Management

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