BROKERAGE PORTAL WEBSITE 

A full-featured customizable Brokerage portal website with IDX/MLS, agent roster, and profiles. 

AGENT IDX WEBSITES

Customizable full-featured agent websites with IDX are included - agent supplies domain name.

LEAD TRACKING & FOLLOW UP

The lead system connects to every included agent website. Leads can be automatically imported from any incoming lead source. This enables all your leads to be tracked and their follow-up status displayed, all in one location. A customizable Lead Action Plan can be assigned to leads to provide follow-up tasks automatically to the agent.

CRM

Customer census information can be added to pre-supplied forms. Custom Email campaigns can be created. Email groups can be created. Website user accounts can be created.

MARKETING TOOLS

Automated Listing drip emails are included, email campaigns, flyers, social media sharing tools, SEO-ready, customizable IDX websites for all your agents, custom virtual tours, referral functions, and listing landing pages.

TRANSACTION PROCESS AUTOMATION

The transaction process management & document collection system automates the transaction process. Agents collect the required documents as ever they wish, and add them to the Active Transaction Document List. Controls automate the transaction requirements and ongoing process as the agent completes the required steps. Activity recording is provided for compliance requirements. Commission payment options are provided. A Transaction Archive is included.

DISBURSEMENT AUTHORITY

Disbursement Authorities are auto-generated within the Transaction, to be sent for verification with the included e-Sign.

COMMISSIONS & ACCOUNTING

Commission payments are recorded and offered on a single "Payments Page" that can be exported to Quick Books

E-SIGNATURE

Safe, secure, e-Sign is included, uploaded transaction documents, custom-created transaction documents, and agent-added documents can be sent for e-Sign to Contacts.

REPORTING

Lead to Customer conversion rates (by agent), transaction accounting reporting, commission payment reports, and 1099 generation.

INTRANET

The included messaging system enables direct communication with your agents and staff. At Log in "Pop-Ups" can be presented for important items as well as emails sent to specific groups or selections.

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