Replaces:
Settlement Room
Top Producer
Zodas
Can Replace:
Outlook
ACT
Replaces:
Settlement Room
Top Producer
Zodas
Can Replace:
Outlook
ACT
| Marketing Plans & Transaction Management - at every level | |||||||||
 |
Every Transaction Management feature is available to every Agent |
||||||||
|
Build a Marketing Plan for each Listing and publish both the plan & the progress | ||||||||
| for the Sellers | |||||||||
|
Upload Transaction Documents to Web for distribution | ||||||||
 |
Agents can download OR upload Documents from the web | ||||||||
|
Buyers & Sellers can download OR upload Documents from the web | ||||||||
|
3rd Party Vendors to the transaction can download OR upload Documents from the web |
||||||||
|
Staff & Transaction Coordinator can download OR upload Documents from the web |
||||||||
|
Launch a saved Action Plan on every transaction | ||||||||
|
Organize your work by Property or by Calendar | ||||||||
|
Paperwork Checklists publish automatically for Agents | ||||||||
|
Send & Save inter-office Messages throughout the office | ||||||||
|
All Activities publish automatically to Agents and optionally to Buyers & Sellers | ||||||||
|
Every Activity and document loaded by the Agent is visible | ||||||||
|
All Lead Activity, Action Plan progress, Documents & Email are all visible from a single Lead History screen |
||||||||
|
Lead Tracking & Contact Management | ||||||||
|
Add Leads, Buyers & Sellers to any Transaction | ||||||||
|
Launch a saved Action Plan for every type of Lead | ||||||||
|
Keep Agent Leads private for each Agent | ||||||||
|
Distribute Office Leads to any Agent in your office | ||||||||
|
Document all your communication with each Lead | ||||||||
|
Tools for the Buyer & Seller | ||||||||
|
Buyers & Sellers can download OR upload Documents from the web | ||||||||
|
Buyers & Sellers can view the progress of the plan for the transaction | ||||||||
|
Tools for 3rd Parties to the Transaction | ||||||||
|
3rd parties can download OR upload Documents from the web | ||||||||
|
3rd parties can view the progress of the plan for the transaction | ||||||||
| see more in AccountTECH eLearning | |||||||||
I manage over 200 files every month - and everyone needs to stay updated of the transaction status. I use the same Action Plan on all my files - it would be great if my plan could launch to my Calendar whenever I open a file.
____
With so many documents required on every transaction, I need to store all the documents online so everyone: Agents, Buyers, Sellers have access to everything.
