Replaces:
Wasted time having different people entering the same data into disconnected systems
Replaces:
Wasted time having different people entering the same data into disconnected systems
| Divide your Workload - using AT assembly line model | |||||||||
| There is so much money & time wasted because the admin staff can't work collaboratively on Listing and Pending files in your office. Once a Listing or a Pending transaction is in AccountTECH - all the different people can work on the transaction for just the parts of the file that they are responsible for. Below is a lifespan example of how a typical transaction might be accessed / edited / processed by different people in your office: | |||||||||
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Front Desk staff | ||||||||
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Check the Listing file for missing paperwork. Notify Agents automatically with a memo of required paperwork missing from the file. | ||||||||
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Scan Listing Documents, store online for Agent & Seller. | ||||||||
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Add Seller to Agent's lead database, send Seller their login password to their private transaction website at www.transactionplan.com. | ||||||||
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Schedule Showing appointments for the Listing - automatically send showing confirmation to all parties & follow up feedback requests. | ||||||||
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Agents | ||||||||
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Simple "Build a Marketing plan" - Publishes automatically for Seller in the Seller's private Transaction Plan site. | ||||||||
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Add Showing appointments NOT scheduled by office | ||||||||
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Review Showing feedback received. Decide what feedback Seller should see. | ||||||||
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Agents personal Income Statements are real time and automatic. | ||||||||
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Buyers & Sellers | ||||||||
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Review Marketing Plan in Private Seller website | ||||||||
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Review Showing Appointments in Private Seller website | ||||||||
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Review Showing Feedback in Private Seller website | ||||||||
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Transaction Coordinator | ||||||||
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With Pending transaction, Add Buyer info into the existing record and the expected Gross commission. System will auto-calculate Agent's net commission and update Company cash flow report. | ||||||||
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Check the Pending file for missing paperwork. Notify Agents automatically with a memo of required paperwork missing from the file. | ||||||||
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Scan Pending Documents, store online for Agent & Buyer. | ||||||||
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Add Buyer to Agent's lead database, send Buyer their login password to their private transaction website at www.transactionplan.com. | ||||||||
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Build a Transaction plan for the Property. The plan will automatically publish for the office, the Agent, the Seller & the Buyer. | ||||||||
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Escrow Coordinator | ||||||||
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Record Escrow Deposits as Received. | ||||||||
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Distribute Escrow Statements as requested by Lenders. | ||||||||
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Reconcile Escrow Bank Statements when received. | ||||||||
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Buyers & Sellers | ||||||||
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Review Transaction Progress in private website. | ||||||||
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Upload / Download Transaction documents as needed. | ||||||||
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Accounting Department | ||||||||
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Print Escrow Check to disburse Escrow funds | ||||||||
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Review Commission calculations | ||||||||
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Review Unpaid Balances Due & withhold from Agent's checks | ||||||||
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Auto-Post Transaction & Print checks & Record Commission Deposit | ||||||||
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Broker / Owner Website | ||||||||
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Review Marketing Plan for Property. | ||||||||
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Review Transaction Progress for Property. | ||||||||
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View Cash Flow benefit of Pending Transactions. | ||||||||
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View Company Dollar & Transaction Production in Statistical reports. | ||||||||
| see more in AccountTECH eLearning | |||||||||
We all have different jobs - but we all work on the same thing. Isn't there some way we can work together on the same file ? Now, we all keep separate records on the same transaction.
