| Back
Office Management |
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Transaction
Management |
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Commission
Management
(various types,
calculations & deductions) |
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Commission Schedules (Rolling Averages,
Transaction Sides, Flat, Percent, ...) |
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Alternate
Commission Base |
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Document
Management (title
insurance, inspections, checks, receipts,...) |
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Listings
Management |
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Agents
Management |
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Buyers
Management |
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Company
Calendar |
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Vendors
& Expenses |
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Company
Forms (attach
and use your own company forms) |
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Company
Reports (reports by agent, office, date range,
history, closing,...) |
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Escrow
Instructions (Disbursements) |
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Relocation
Management |
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Historical
Data & Closed Transactions for Any
Time Period |
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Paperless
Processing |
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Forms
Management |
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Data
entered once and instantly shared with all offices |
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Import
Data -from MLS, top producer, any third party |
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Export
Data -to CD, DVD, MLS,... |
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Escrow
Funds Tracking (including check number, date,
notes, ...) |
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Click
to Talk -get answers with just one click |
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Search
for Listing & Transactions by Area
(neighborhoods, zones,...) |
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Report
Control Panel (control who sees which report) |
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Expiring
Agents License Reminder (quick view & report) |
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Transaction
Numbers -assign your own; set default format; auto
numbering |
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3rd
Party Access (vendors, clients, companies,... can
provide documents) |
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Seller
Status Notification (keep your clients informed of
work progress) |
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Notes
for each Listing Checklist Items |
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Notes
for each Transaction Checklist Items |
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Checklist
Management |
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Leads
Tracking (source and type of leads) |
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Multiple
Offers Tracking |
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Listing
Status Management |
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Lenders
Information |
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International
Postal Code |
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Auto
Zip Code Lookup |
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Auto
GPS Code Lookup for Addresses |
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Set
Default Map Type for Directions |
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Track Contracts &
Other Documents Executed between Brokerage & Agents |
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Prospect Checklist |
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Buyer Checklist |
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Checklists: add Items
to calendar, turn on/off, due dates, # of items to
do |
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Add Appointments to
Multiple Calendars at Once |
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Define your own
Appointment Types |
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Control the sharing of
buyers among your agents |
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Export Financial Data
(income, expenses, receivables, escrow funds) |
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For Shared Listings
-Set Key Info to Private |
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Recurring Fees
(monthly, quarterly,
bi-annual, annual) |
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Referrals Management
(incoming,
outgoing, seller, buyer) |
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Cell Phones, PDAs, &
Other Mobile Devices can auto send pictures to
listings |
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Manage Buyers
Appointments |
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Attach Documents to
Default Checklists |
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Agents Referring
Agents Tracking (commission & duration) |
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Assign Your Own
Listing Numbers |
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1099 Report and
Printing (print on 1099-MISC form) |
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Earnest Money
Automatically posted to Escrow Funds |
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More Decimal Places
when Calculating Commissions |
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Option for Agent to
View/Mange Commissions Details |
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Pre Deductions |
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Realty Broker Office
Data Exchange (RBO DX) |
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Invoice Footer |
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Prospect Readiness
Status Tracking |
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Prospect Next
Follow-up Tracking |
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Find Prospect in a
Number of Ways |
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Transaction Type:
"Other - Fees" |
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Commission Basis (Sold
Price, Company Gross) |
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Progressive Pay
Commission Calculation |
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Export Documents to
Create CD for Clients |
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Track Buyers
Properties of Interest |
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Brokers - Types |
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Residential |
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Rental / Lease |
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Commercial |
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Business |
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Industrial |
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Lots & Land |
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Marketing
& Sales |
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Leads
Generation |
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Public
Listings Search |
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1. Listings Searchable from your website
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2. Prospects Info auto posts your database |
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3. Select property features you want displayed
on your website |
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4. Allow site visitors to search by your
chosen property features |
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5. Select summary and detail information to
display in search results |
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Contact
Management |
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Marketing
Data
(email, mailing addresses, telemarketing) |
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Control
the Advertising of Your Listings |
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Prospects
Management |
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Global
Multiple Listings SM
(GML) |
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After-Sale
Follow-up (future business) |
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Interactive
Property Search SM |
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GPS
(Global Positioning System) Coordinates for
Listings & Offices |
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Leads
Tracking (source and type of leads) |
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Leads
Performance Report |
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Auto
GPS Code Lookup for Addresses |
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Set
Default Map Type for Directions |
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Summary view of
prospect follow-up items |
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Track Active &
Inactive Prospects |
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Link to Prospect
included with Lead Notification |
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Segmented Marketing
Data (market to
inactive prospects, canceled listings,...) |
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Take Pictures and
immediately upload to your listings |
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Index & Display
Pictures in Website Search |
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Hi-Resolution Pictures |
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Character Counter for
Ad Information |
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Website Property
Feature -Link and Text |
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Find Prospect in a
Number of Ways |
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Prospect Next
Follow-up Tracking |
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Prospect Readiness
Status Tracking |
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Create CD for Clients
after Exporting Documents |
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Office
Support |
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Virtual
Office |
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Checklist
for each Listing |
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Checklist
for each Transaction |
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Call
Center |
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Property
Pictures |
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Instant
Access to information on past clients &
prospects |
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Expiring
Agents License Reminder (quick view & report) |
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Showing
Desk |
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Forms (attach
and use your own company forms) |
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Reports (reports by agent, office, date range,
history, closing,...) |
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Notes
for each Listing Checklist Items |
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Notes
for each Transaction Checklist Items |
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Property
Pictures Count |
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Multiple
Offers Tracking & Count |
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Checklists: add Items
to calendar, turn on/off, due dates, # of items to
do |
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Add Appointments to
Multiple Calendars at Once |
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Checklist (To Do List) for each
Buyer |
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Checklist (To Do List) for each
Prospect |
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Send / Re-Send Login
Information to Your Users |
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Track Days Due for
each Checklist Item |
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Click to Talk
Enhancements -Answers posted to your system |
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Find buyers and
transactions by Lender |
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Find contacts by
nickname, type, referred by, ... and more |
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Time
Management |
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Quick
View
(a
continuous updated view of your
appointments, listings, transactions...) |
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Auto
Post Listings Appointments to Calendar |
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Personal
Calendar |
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Company
Calendar / Global Events |
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Appointments
& Showing Management |
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Information
& Events Management |
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Quick View
Enhancements -company wide view, new to do items,
checklists due notifications |
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Add Appointments to
Multiple Calendars at Once |
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Add Appointments in
Different Time Zones |
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Calendar -Recurring
Events; see details for listings & prospects |
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Calendar Report (for
any time period) |
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Utilities
& Extras |
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Email
Accounts for Staff & Agents |
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Secure
Login for Staff & Agents |
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Secure
Access Anywhere Any Time |
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Set
Different Levels of Security for each person (control
who sees what info) |
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100%
Web Based Software |
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Technical
Support |
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Your
Company Logo Displayed on your System |
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Your
Company Logo Displayed on your Reports |
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Click
to Talk -get answers with just one click |
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Knowledge Base Search |
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Online Training,
includes videos |
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Agents
Access -- [view
benefits for agents] |
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Agent
Login with their own account |
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Commission
Review & Tracking |
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Forms |
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Reports,
including 1099 |
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Checklists
-for prospects, buyers, listings, transactions |
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Showing
Desk |
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Calendar & Appointments |
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Add Appointments to
Other Persons Calendars |
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Quick View
/ Reminders |
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Listings
Management |
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Prospects
Management |
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Contacts
Management |
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Transaction
Management |
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Historical
Data Review at Any Time, Including All Historical
Documents |
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Multiple Offers Tracking |
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Checklists: add Items
to calendar, turn on/off, due dates, # of items to
do |
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Prospect Readiness
Status Tracking |
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Find Prospect in a
Number of Ways |
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Prospect Next
Follow-up Tracking |
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Technology |
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Your
own Intranet / IT Department |
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Your
Company Logo Displayed on your System |
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Your
Company Logo / Name on All Reports |
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Your
own Interactive Property Search SM |
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Upload
Your Own Logos (for system, reports, map markers) |
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Access Your System
from Your Website |
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Your Own Domain Name
for Your System
...details
additional fee |
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Realty Broker Office
Data Exchange (RBO DX) |
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Franchise Management
additional
fee
view
Franchise Features
Get your own system to distribute, manage and
track performance of all your franchisees
... details
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RBO
Mobile™
Stay on top of office & agents activities.
Access your prospects, appointments, listings,
buyers, and transactions from your cell phone, PDA,
or any mobile device
... details
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