Click here to see how we have customized SettlementRoom for some users.
The users below have been kind enough to allow us to post their remarks on this page. Please respect their privacy and do not call them.
. . . We have been using SettlementRoom now for two months. I have found it to be an extremely helpful program and all that I anticipated it to be. What I am really pleased with is the outstanding customer service of both the trainers and the tech department.
Thank you so much for doing such a good job with our branding, tech issues, and training. Well Done!
Rick Schutte CRB, GRI, e-Pro
Coldwell Banker Koetje Real Estate
Oak Harbor, WA. . . Settlementroom has saved our companies thousands of dollars in paper supplies. Before settlementroom, there were countless times where the escrow officer needed the purchase contract or the mortgage broker misplaced a document and we had to rush to our office to fax off another copy to them.
Now with Settlementroom, we have had little or no misplacement of paperwork because it is all uploaded and available online 24 hours a day! I highly recommend Settlementroom to all real estate agents and even other professions such as lawyers and property managers. Thanks again!Brian Rochford
Tom Rochford Real Estate Company
Moraga, CA. . . I have used Settlement Room for about a year. I went through the Relay presentation and thought it was too cumbersome to use and not as user friendly.
My in-town and out-of-town clients both like SettlementRoom a lot. Lenders like it too, because they can access any addendums that maybe someone forgot to get to them, and the same for escrow officers.
I use Settlement Room from listing to close. My clients can see what advertising is scheduled for their properties, and I load all flyers and ads right into it, so I have a complete copy of what I did for my clients, as do they. I've never had a client who said I didn't do enough to communicate with them since I can automatically send an email to them when a task is completed.Melina Tomson, MS, ABR, e-PRO
Tomson Burnham
Salem, Oregon. . . We are thrilled to endorse SettlementRoom! Let me know if there is anything you need from us.
Kim Hughes
Co-Founder - IREAA
International Real Estate Assistants Association. . . I really love using your software. As the owner of a virtual assistant company that works with many agents nationwide the SettlementRoom allows me to manage my team of transaction coordinators to make sure there are no details overlooked. I really like how I can manage multiple agents and my team with one login. I train virtual assistants and recommend SettlementRoom to them immediately, especially if they are contemplating growing a team oriented company.
Sarah Reiter
Creative Agent Solutions, Inc.. . . Settlement Room has been the best tool we've implemented to bring organization to our business. I open a file as soon as the listing paperwork is completed and have an e-paper trail all the way to closing.
After closing, I upload the HUD-1, burn a disk for my files and one for my seller. They are impressed with the high efficiency and I am confident that I have reduced my liability as much as is possible. The ability to document the entire transaction, email, hyperlink, even brand with my own banner, is incredible and very affordable. In fact, now that I am a user, I don't think I can afford not to use SettlementRoom.
Mary Jo and Seymour West
The West Team, Century 21 Alliance Group
Birmingham, AL. . . I just wanted you to know that I have used your program for the last three years. I used to work at RE/MAX and left to start my own business as a Real Estate Transaction Coordinator. I hooked up with Keller Williams Real Estate here in Allentown, Pennsylvania and convinced them to use SettlementRoom. It has been a tremendous success. Everyone just LOVES it! I'm very pleased with everything, but I couldn't have done it without the help and support of Janelle, she is just WONDERFUL. I can call her anytime with any kind of question, and she always very happy to help me! I tell everyone about Janelle and SettlementRoom. I wanted to thank you both for making my business successful. I couldn't have done it without YOU!
Patricia E. Bucsi
Settlement Ease
Tatamy, PA. . . How did I ever live without SettlementRoom! My clients are so impressed with SettlementRoom and the efficiency and organization it provides. I have escrow, title, loan brokers, physical inspectors, pest inspectors, agents and the like, all on SettlementRoom. When I open a new escrow, all of the information is there. I highly recommend SettlementRoom to anyone involved in real estate.
Kate Bransfield, Realtor
DBL Realty
Santa Monica, CA. . . Just a quick thank you for the training you did for us last month. As a result of the training, I purchased 75 transactions on Friday. Kim and Randee were ready to buy that day, and I'm the one who wanted to stop and evaluate your competition first. I researched 13 products total, and only [one] came close to your feature set, although their sales staff and support was less than responsive.
On Friday morning I had a chance meeting with a rehabber who angry at his agents who, "disappear after a listing contract is signed and never supply feedback". I told him about SettlementRoom and how he could log in check contract status 24/7 as well as see agent feedback because it automated the process. We are presenting to his partners later this week to pick up 10+ listings!
Darin "Sid" Cameron
The STL Agent Team of Prudential Alliance
St. Louis, MO. . . I've been using Settlement Room for several years now. Everyone involved with my transactions thinks it's great. Especially the easy access to all of the documents - everyone who needs it has access and the documents maintain their clarity and integrity because they aren't faxed excessive times.
Christel Miller
ERA Pro Realty
Frederick, MD. . . SettlementRoom provides cutting-edge tools and templates that enable me to provide clients and extended team members with enhanced communication and customer service. It also helps me organize and execute tasks to ensure seamless delivery of all contractual requirements. I look forward to a long-term partnership!
June Hudson Babbidge
The Babbidge Group, RE/MAX Preferred Properties
Vienna, Virginia. . . I have used SettlementRoom for processing transactions for all of my real estate clients for about a year now. SettlementRoom offers the most comprehensive features: a password-protected environment where participants in a transaction can be invited in to view and print documents and send messages. While other online transaction management platforms may offer one or another of these benefits, few offer all of them in one venue. SettlementRoom also offers a detailed audit trail of all activities with a date and time-stamped history of each action taken throughout the process.
As a transaction coordinator, SettlementRoom provides a platform where I can keep track of the transaction and enter progress notes for my clients. I maintain contact with all transaction participants from one location… within SettlementRoom, so there are minute-by-minute updates in the message center. The Documents section is always up to date as I am able to easily upload new documents and/or documents with added signatures and initials.
It is the best place to coordinate the many details that make up a live transaction and keep everything organized for my clients. Tech support is solid and the company listens to its users and strives to continually improve its product. In my opinion it is the best value out there for the money.
Gale Gallagher, PREVA, CRESS, IVAA
Classic Real Estate VA
Tyler, TX
. . . I wanted to send this email to you to let you know how much we enjoy SettlementRoom. The time we save by not having to make calls, send letters through the regular post and make copies is unbelievable. The efficiency by which you can organize and monitor a transaction is outstanding. I have had many clients, realtors, lenders and title companies tell me (by email) how fabulous this program is and much they benefited from it.
Vicki G. Zimpo
Licensed Real Estate Professional
The Heitkamp Home Team. . . Just letting you know that your service is awesome! I have been in
California for the past few days and could access everything from there.
It makes things a lot easier.David Nimick, GRI
Koenig & Strey
Chicago, IL. . . I don't know if I've told you how glad I am that I have SettlementRoom to work with. I think back to working with [your competitor] and can't believe the difference!
Thanks again.Kathy McHenry, Virtual Assistant
Your Virtual Advantage
Northern Virginia. . . This was an email from one of our buyers that used SettlementRoom from start to finish. Thought it might be of interest to you:
"Thank you for all your help and patience. I feel that we'd probably still be looking without your assistance. That new SettlementRoom website you're using was a great help. It allowed us to keep track of the transaction day by day, in spite of living in different States, without a lot of phone calls for stupid questions. Finding out what was taken care of, what was still left to do and when we had to do it by, was a simple mouse click away. It made things so much easier, especially for first time buyers like ourselves. Thank you again for your help. George & Maile"David Fialk, REALTOR, CRB, CRS, ABR, GRI
Broker Owner, Choice Realty
Iselin, NJ. . . My Account Manager is extremely knowledgeable about your product. I can't say enough about her. She is very professional, personable, affable, helpful, and accessible. She does not come across as an aggressive sales person; she lets your product speak for itself. . . . Your Support Group is also very responsive, patient, and effective. Sometimes I can't believe how quickly they respond to my problems and inquiries. Thanks.
Kevin Prewitt
Relocation Realtors of St. Louis
St. Louis, MO. . . I just wanted to tell you pleased I am with SettlementRoom. I have begun a transaction with some clients who happen to be away on a long planned trip. What's really cool is that they can see all of their documents online at any computer. They both love the fact that everything is always at their fingertips, and I love that 1) My clients like it, 2) Their deadlines are easily visible, 3) I can see everything anytime, anywhere, 4) I can post messages, and 5) I can get reminders of needed tasks.
Thanks for the time you spent with me. It feels great to be ahead of the pack
(at least for a short while).Judy Szablak, REALTOR ABR CRS GRI ePRO
Coldwell Banker
Fairfield, CT. . . Just a quick note to let you know how pleased I am -- SettlementRoom has saved our team so many wasted hours looking through files to locate information & documents -- many of which are otherwise at our other office. We should also say that your support department has done a wonderful job in answering any questions quickly and professionally.
Feel free to have anyone looking at SettlementRoom email me or give me a call.
Ron & Gemma's Team
John Hall & Associates
Glendale, Arizona. . . Now my clients give me nothing but compliments. I have already received referrals from clients who have shown SettlementRoom to their friends. Imagine that, a system that makes my job a million times easier and produces referrals at the same time.
. . . I have also been extremely impressed by the customer service I have received from your company - you have resolved any problem almost instantly, even the smallest most insignificant issue.
. . . I truly believe that SettlementRoom will change the way Realtors handle their transactions for many years to come.David Conderman
RE/MAX First Realtors
Leawood, Kansas. . . When I do a presentation to a group regarding my services as a Transaction Coordinator, I find myself bragging about this wonderful on-line software I use to make them look very professional and don't brag about myself! My clients think I am wonderful and SettlementRoom has a lot to do with it. Tech support has been great also -- they get back to you very quickly and go out of their way to help. I must say I haven't had to use Tech Support much because this system is so easy to use! It's just great! Thanks SettlementRoom.
Linda Mohart
Closing Connections
Orange Park, Florida. . . Time is Money . . . with SettlementRoom you can manage your branch offices and still have time for 18 holes on Saturday morning! SettlementRoom is a technical necessity for real estate company's wanting to stay on the leading edge. Great tool for recruiting new agents!
Arthur Estavillo
Cactus Realty
Mesa, AZ. . . I can't tell you enough how much I like SettlementRoom. What a time saver. I can fax documents in and they are automatically posted to the transaction page. I really like this feature because now the appraisers, inspectors, surveyors and closing agents can also fax in their reports and documents and those are automatically posted to the transaction.
. . . For each transaction I invite the Buyer and Seller and their respective attorneys to the site so they can review all the documents. I can even restrict what they can access.
. . . The best benefit is once I close the transaction in your site, you send me the entire file (everything I posted on the transaction site) on a CD. It is so much easier storing CD cases instead of file cabinets.
. . . I thought this service would appeal primarily to the "younger" buyers and sellers. I was wrong!
. . . SettlementRoom allows me to differentiate myself from my competition. I can provide an even higher level of professional service at an extremely small cost. This gives me such a competitive edge I am reluctant to tell anyone about you!Robert L. Valledor, CPM, CIPS
Valledor Co., Realtors
Miami, Florida. . . The more I use Settlement Room, the more I like it. It's user friendly and allows me to customize my online files. I am finding the transition from hard copy files to online files as easy as 1-2-3. Keep up the good work.
Robert Spicer, Broker, GRI
Spicer Real Estate
Rockville, Maryland. . . I have been using the program for about a month, and I absolutely love it. I don't know how I got along without it for so long. The part that I find the most beneficial, is that once I fax or scan a document into the system, I almost never have to touch the document again. Either myself or my assistant can go into the system and in about 10 seconds, get any document to anyone in the transaction who needs something. Buyers and sellers absolutely love the fact that I can easily and quickly, e-mail anything to them. Other agents love it as well. As an example, we are getting a little snow today and I needed to get a home inspection report to an agent who is stuck at home. All I do is log on to my site and have the report e-mailed to her. Took me about 30 seconds and the other agent has what she needs. It is a fabulous tool!
Marty Millner, Realtor
Coldwell Banker Hearthside
Yardley, Pennsylvania. . . Our mortgage representative has been quoted as saying "boy I love that software!" Clients are telling us how excited they are to use it, and we can already see the great time savings as we get transactions entered . . . We are convinced that this service
puts our business a step ahead in both the quality of our contacts and the service level we provide our clients. It also creates the appearance of a great company to work with and for! Thanks for all your help in getting us started!Joel and Jennifer Wilmoth
The Wilmoth Group
Fishers, Indiana. . . Got the message just fine. We LOVE this way of viewing the process. It keeps
us "up to date" and constantly aware of the process. Very nice.Alissa and Chris Dodson, Home Buyers
Phoenix, Arizona. . . I was skeptical about using your system. I thought it too good to be true . . . I am bogged down with phone calls most of the day and having been through three assistants, I needed a resolution . . . I enrolled in SettlementRoom for two transactions, and I LOVED IT !!!! Everyone involved in my first settlement with SettlementRoom loved it also. SettlementRoom offers a simple, easy and and effective tool for the highest level producer. I cannot express enough how happy I am with SettlementRoom.
Angela Dillonsmith, Realtor
Re/Max Sails
College Park, Maryland. . . I just wanted to let you know how much I enjoy using SetllementRoom. The Attorney's and Mortgage Lenders I use are very impressed with the site and utilize it. (We use attorneys rather than Title Companies in CT). In July I will be giving a presentation to area paralegals and plan to demonstrate the site for them, which hopefully will encourage others to use it also.
Linda Davis
RE/MAX Realty Group
Gales Ferry, Connecticut. . . I just wanted to take a few minutes to tell you how happy I am with SettlementRoom, my clients and I are thrilled to be utilizing such a great tool . . . you have been great and I really appreciate your patience and support throughout the past couple of months. I went on an extended weekend and it was really nice. I just brought my laptop and cell phone and I was able to keep in contact with everyone involved in every transaction. I knew just what needed to be done and on what transaction at all times. I look forward to using this service with all my clients! Thanks so much.
Michelle Thornton, Owner
Professional Realtor Support Services
Weaverville, California. . . Typically when we buy a software product we are later disappointed . . . but our experience with your product has been quite the opposite. Rather than finding limitations, we are constantly finding new functions that your software provides! My agents love using SettlementRoom, and we are hearing great things from our customers as well. Thanks again.
Dave Springsteen, Broker, GRI, CRS, CRB
Southwestern Michigan. . . We started using SettlementRoom in November of 2002. My secretary is now working from her home and taking care of all of my transactions with SettlementRoom on line. This is definitely going to be the way we do business in the future! And the future is now!
. . . We are very pleased with this system and would most positively recommend it to anyone who wants to save time and utilize this great service. Keep up the great work, SettlementRoom!!Lee Moore Sr., Team Lee Moore
RE/MAX Integrity Realtors
Glendale, Arizona. . . Since joining SRoom, I have been impressed with the follow-up on any questions -- with our previous vendor, we would have to wait days for answers; with SRoom, it's a matter of an hour or so. Keep up the good work!
Helen Brew, Marketing & Closing Coordinator
Talbot and Company Inc. Real Estate
Leesburg, Virginia. . . I am very pleased with the SettlementRoom system. I have been looking for quite some time for such a system. There are a few others around but none quite so user friendly with such a short learning curve (my web site was set up with the login in about 5 minutes). In my business I try to be ahead of the pack, keep up on industry trends, etc. This is a product that is not going away. Not only is transaction management via the Internet here to stay, in the not so distant future, it will be expected from each and every Real Estate agent. Thanks for a great product!
Rex Edwards, Realtor
Central Texas Homes
Austin, Texas. . . SR Express is at a perfect price point for small and medium sized title companies. We love it, because It gives us and our Realtors and Mortgage Companies a much better way to communicate, and the transition into using the system was very smooth.
Charles Truitt, President. . . I just wanted to tell you that the more I get involved with this, the more I love it!
Southern Title of Hampton Roads
Hampton, Virginia
Bev King. . . The executive committee for our company spent a considerable time researching transaction management companies. We beta tested the finalist at various branch levels throughout the Country. We learned quickly that the companies with the slickest presentations and most promises frequently fell short of what we were promised. SettlementRoom however proved to deliver on what it promised and more. They worked closely with our various branch level staff and we have been able to customize the system to do exactly what we wanted. SettlementRoom has proved flexible enough to handle the wide range of order types we close and versatile enough to be used in all different parts of the country. The bottom line is SettlementRoom has delivered on their promises and continues to work with us as we expand its use.
Realtor Support Specialist
St. Clair Shores, Michigan
Jim Brown, Vice President
Commerce Title
A Centex Company. . . I am very impressed with your customer service (or in this case it really is customer CARE). I have a sincere question... is this the type of service that EVERYONE would receive (Editor: Of Course) . . . I think it is great and I want to know how much to "brag" about it. When I present my seminars to other agents that want to make make their life easier when selling homes via the Internet, I get so many complaints from about other companies that give such poor customer service. SettlementRoom is a joy to use.Judi Wolfson. . . After using SettlementRoom for the last 2 weeks on a live transaction we have found that it saves us significant time and money because we can do something once rather than do the same task 5 or 6 times. The best example is the 30 page purchase and sale contract for the 70 unit apartment property we are selling. Normally once the last signature was on the document we as the exclusive Listing Agent would need to FedEx or fax it to the: - Buyer - Seller - Seller's Attorney - Buyer's Attorney - Buyer's Broker. Instead we posted it to SR and whoever wants to download it can download it. The Seller has a habit of losing paperwork, now a copy of the contract is available 24/7/365 from any computer with an Internet connection. We are also using SR to manage our list of outstanding items. On this deal there are 35 items on the "to do" list. We are able to record through SR who did it and when and if feasible a copy of the document or at least the cover letter. An example of this is the list of building code violations. We wanted proof that we submitted them to the Buyer so that at a later date he can not say that he was somehow deceived. The fact that there will be a permanent record of when we deliver documents to the site keeps everyone on their best behavior and the possibility of lawsuits to a minimum . . .
Active Realtor (r)
Pennsylvania and New JerseyDavid Repka, President
Bison Financial Group, LLC
Tampa, Florida
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