Transaction Plan
___
Online Document storage, Marketing Plans, Escrow to Close Plans & Paperwork tracking for Agents, Buyers & Sellers and Transaction Coordinators.
more info
more info
hide info
hide info

Transaction Plan____click here for more______

With Transaction Plan, you Plan your work and share your plan. You can have Marketing plans, Transaction-to-Close plans or even Post-closing plans. Save your plans and you can use them on all your properties.

Buyers, Sellers & 3rd Parties all get their own web site where they can view the transaction progress.

Everyone can upload and download any documents they need. (depending on authorization)

If your office has Transaction Coordinators, all their action plan items and all their uploaded on-line documents are visible to everyone involved with the transaction.



Agent Financials -____click here for more________

Agents need their financial data for taxes & business planning - but staff doesn't need to spend all day printing reports for them. Agent Financials automatically publishes reports in each Agent's private web site - so they can help themselves to reports they need. Reports include:
_______
Gross Commission & Net Commission Reports
Personal Profit and Loss statements
Current & Past monthly Agent invoices
Goals vs. Actuals for many common metrics
Showing & Feedback logs
Action plans & checklists
_____
Agents can ADD their personal 'out-of-pocket' expenses to their automatically generated Income Statement. By adding their own 'other' expenses, Agents are completing their own profitability picture - so their analysis of their own 'business' is complete and up-to-the-minute.

Owner's Perspective____ click here for full details________ _________

The practical truth is that there are just not enough hours in the day for the typical Broker/Owner. You have to run the office, recruit, train & still sell houses- so there isn't really time to step back, take in the big picture and strategically plan the short-term and long-term future of the company.

Perspective gives you 24/7 access to all your company financials online. Staff doesn't need to print out reports for you. You don't have to be at the office. Interactive drill-down is right on the screen if you want greater detail - and there is nothing to learn. Most Broker/Owners don't have the time to learn accounting software. So, with Perspective, you don't have to. A simple design means you just login - point - click.

Perspective includes not only the standard financial reports you would expect like Profit & Loss reports or Budget reports, but also the statistical analysis that is specific to the Real Estate industry - and vital to your financial success.


__RESOURCES: more info
login
  • AT Perspective
  • Transaction Plan
  • CREST EDG knowledge base
  • E-Learning
  • Articles
  • Frequently Asked Questions
  • One System___
    One Solution
    1
    3
    2
    Software
    Features

    Enterprise Software
         
    AT Suite __Our multi-faceted, comprehensive, web based Office Management system. compare
      AT for Quickbooks __All the benefits of AT Suite, for offices that want to keep doing their accounting with Quickbooks. compare
       
    MLS to Crest __Never type into Crest EDG again. Save more than 40% of your weekly labor cost, by letting AccountTECH pull your photos and data from MLS - and transmit everything to Crest EDG for you.compare


    __

      Lead Maker __Create Virtual Tours and Video Tours that use our patented technology to embed Lead Capture into your tours. You get instant notification and auto saving to your database. Put YouTube, Realtor.com, Trulia, Zillow, etc to work for you. Our patented stitching is the fastest because it 'knows' what photos go together in what order - and the Lead Generation can be fully integrated into Lead Router.
    __ __ ____
     
         
         
         
         
         
         
         

     

    click Software above for more details
    click Software for full details
    more info
    hide info
    AT Financials
    ____
    Complete, stand-alone, web-based accounting system: includes A/R, A/P, GL, Escro
    w & Commission accounting.

    Contact
    Agent Financials
    ____
    Provide your Agents with personal financials statements - with no effort by staff. Agents get complete, tax-ready reporting automatically.
    Perspective for Owners
    ____
    All your company Financials, office performance metrics, Agent Goals, Closing stats and Cash Flow forecasts - Anywhere, Anytime - in your private website reporting tool.
    hide info
    more info

    Solutions
    Pricing
    Packages
         
    AT Suite   compare versions
        compare pricing
        price list
        details

     
    AT for Quickbooks   compare versions
        compare pricing
        price list
        details
       
    MLS to Crest   compare versions
        compare pricing
        price list

      details


    __

     
    Lead Maker   compare versions
        compare pricing
        price list
        details

    ____