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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.
Document
Management is included with your Realty Broker
Office™. There is no
additional cost for this feature.
With Realty Broker Office™ there
are no setup fees, no contract to sign and no
maintenance fees.
Document
Management isn't the only extraordinary feature you get.
With Realty Broker Office™ you get the complete
solution to manage and grow your business.
Click
here to view
other features
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Related
Feature: see how Automated
Seller Notification lets you send
documents
and other notifications to your clients
Other
Features:
see what else is included
Tell Others:
tell
friend, association, other brokers
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