Brokerages can reduce business risk and operating costs while offering clients better around-the-clock service. More Consistent Customer Service and Professionalism Professional PDF forms, contracts and documents; consistent service delivery via broker defined Activity Plans; a customer service portal with 24/7 client access; automated email updates; broker branding of forms, email, faxes and the customer service portal. All these add-up to a professional, modern and consistent customer experience. Increase Operational Efficiency Forms and contracts are filled out faster. Files and documents are located, accessed and distributed faster. Anyone with the right permissions can access any file from anywhere. Better Insight into Transactions Reporting functions allow brokerage staff to create reports across transaction files and access any particular transaction file for improved business insight, file management and file auditing. Lower Telecommunication and Lower Consumables Costs Outbound faxing, inbound faxing, document printing, document copying all have telecommunications costs or consumable costs (paper, toner, etc) associated with them. By using our online platform to manage and distribute documents online, via email and via integrated unlimited, toll-free faxing, your brokerage can save even more money. Creates an Easy to Implement Training Framework for Agents The brokerage is able to define what forms are used and what tasks are to be completed for any transaction type. The forms and tasks are then automatically added to the transaction file as the agent (or staff) creates the transaction file and proceeds through the easy step-by-step wizard. Lower Brick and Mortar Costs Our platform gives you, your staff and agents the ability to access and work on listing, sale and lease files from any internet connected computer from anywhere at anytime. This gives you the ability to have more people working remotely, rather than using costly office space. Increased Compliance While Reducing Legal Exposure Our system automatically creates an audit trail whenever someone accesses and manages a file. All forms, documents, tasks and service orders are tracked and logged. A PDF of all transaction documents and information is kept online for the legal retention period in your state. Activity Plans and tasks can be set by the broker to ensure all required documents and tasks are completed before the file is closed and the commissions are paid.