|
|
|
| SettlementRoom Benefits Overview |
|
Do more RELO and Executive Level Business:
Every property gets a transaction website for communicating, delivering and receiving documents and messages, and much more.
|
More Easily Justify Commissions:
All clients are impressed with getting a personal transaction status website which also lets them pick up and deliver documents and messages to you.
|
Generate More Referrals:
Clients will tell their friends about their agent's interactive website for their transaction.
|
Work More Easily from Home or Away:
All your documents and communications are based online, available from any computer. No more lugging around manila folders and notes.
|
Build Your Brand:
Differentiate yourself from less professional and low cost competitors.
|
Manage 30% More Transactions with the Same Effort:
Numerous built in efficiency tools streamline your workflow, eliminating the need for most faxing, copying, and phone calls.
|
Reduce Legal Risk:
All messages in or our of the transaction website are recorded, time and date stamped. Document transmissions are also recorded.
|
Close the Deal:
Use our Certified Email to negotiate the contract or deliver critical documents.
|
| |
Recruit the Best Agents:
Since you will be giving your agents all of the above benefits.
|
Gain Control:
Improve, manage, and monitor your office workflow and compliance.
|
Save Money:
Dramatically reduce costs and time associated with status phone calls, faxing, couriers, copying, and filing.
|
Save More Money:
Greater operational efficiency means lower overhead and support costs.
|
Build Your Brand:
Differentiate your company from the competition.
|
| Help your agents get more listings. |
Go Paperless:
Fax, scan, or email documents into the web for long term storage by property.
|
E&O Savings:
CRES Insurance gives preferred rates to SettlementRoom users in many areas.
|
| Includes Showing Feedback. |
Less Data Entry:
Back Office, Forms, and CRM software.
|
Greater Fee Justification:
Providing the latest technology to your clients and agents.
|
Better Reporting:
Configurable and exportable reports by agent, date, property, office, etc. Highly configurable Multi-office and hierarchical reporting
|
| |
Easy to Implement:
Works alongside the production software you already use. Can synchronize with Microsoft Outlook as well.
|
Improve Service and Reduce Status Calls:
Clients get simple, fully branded status reports on the web. They can also use your new website to send you messages and retrieve documents.
|
Cut Overhead:
Store, retrieve, deliver, and receive documents digitally. Reduce file storage requirements and staff time. Fax into, and out of, your website without leaving your computer.
|
Reduce Risk:
Automatically create a complete transaction history, including dates, contacts, document versions, all related email messages, and task completion history.
|
Use Registered Email:
SettlementRoom incorporates Registered Email, giving you proof of delivery, opening, and content of emails, without asking the recipient.
|
Get New Levels of Reporting:
Powerful, customizable reports help manage large volumes of transactions. Quickly find, view, and report by date, sales person, keyword, case number, etc.
|
Simplify Vendor Management:
Easily track orders, send and receive them right from your computer.
|
Archives Your Files:
Transaction data and documents can be archived for permanent paperless records of every deal.
|
Build Your Reputation:
Clients are automatically notified of task completions, can get documents distributed by email, and more. Impressed clients send you more business!
|
| |
Serve Multiple Clients from a Single Program:
SettlementRoom allows you to manage many agents, whether in the same office or different companies, with a single log in.
|
Coordinate Transactions from Any Location:
SettlementRoom is web based, so you can serve clients in different offices or different states. Work from home or onsite, without paper files.
|
Stay Organized with Automatic Email Reminders:
SettlementRoom will email you and/or your clients reminders about upcoming tasks or events.
|
Fewer Phone Calls and Better Communication:
Every transaction gets a website that both you and your clients/agents can access. Share documents, messages, calendars, contacts, etc.
|
| |
|