At the heart of the paperlessdesk software system lies a robust and easy to use transaction manager. This is the most user friendly yet very powerful Real estate transaction management system we have ever seen. So lets start off by saying that the transaction management topic will be a very long one, but we encourage to pay very close attention to everything we say because we believe our transaction manager will simplify & streamline your transactions from start to closed. The Paperlesdesk transaction manager consist of five tabs.
The first tab in the Transaction manager is the: contacts related to the transaction module
when you click on this tab your are given the ability to add all of the contacts related to a particular transaction. Here you can add all contacts related to a transaction from your existing contacts or you can simply create a new contact right from this view aswell. the benefits of the contacts tab is that you can always look into a transaction and locate all of the people that were involved in it. another benefit is that since you have the ability via the Paperlessdesk software to syncronize all of our contacts with google/gmail, once you add contacts into the transaction they will automaticaaly also get stored in your google account and in your cell phone. (assuming off course that your cell phone is syncronized with google, which we highly recommend by the way!) If you need help syncronizing your contacts and calendar with your cell phone we will be more than happy to help you.
The second tab in transaction manager is the: transaction documents storage module
In this tab you will be able to scan and upload all the documents related to a specific transaction, once you upload a document(s) you will be able to give a brief description of each and everyone of the documents you are uploading this allows for quick retrieval when trying to locate a specific document used in a transaction. There is no limit to the amount of documents you can store, the more the better! The benefits of the Paperlessdesk transaction documents storage module are obvious with our system long are the days of physically storing those fat manila folders with papers falling out the ends, and in are the days of doing your part in preserving our beautiful planet by going totally paperless…
The 3rd tab in the transaction manager is the: transaction document(s) share module
This feature of the transaction manager allows you the user to share the document(s) you uploaded for a specific transaction with the contacts related to that transaction. This is powerful because you will no longer have to email everyone involved in the transaction every time a new document is executed, instead simply enable the paperlessdesk Docshare module and this will immediately trigger our system to send each and everyone of the contacts you select to share the transaction documents with, an email with a password protected web address where they will be able to retrieve any and all documents related to that transaction. As you can probably tell, we at Xcellence Realty are committed to streamlining the entire Real Estate transaction process, Which in turn allows you to spend more time in front of clients instead of shuffling papers and sending email updates, and this as you would probably agree in the end puts more $$ in your pocket!!!
The 4th tab in the transaction manager is the: task(s) related to the transaction module
As a Real Estate agent you know that in every transaction there are many tasks that must be performed in order to get to the closing table, and this is were the Paperlessdesk transaction task module comes in. When you click on transaction task tab you will be able to add all of the tasks you need to perform for a specific transaction for example: order sign installation, prepare magazine ad, evaluate for price reduction in 30 days, etc. Once you add tasks you will be able to see them from within the transaction itself and in addition we make them readily available for you to see on the right pane (or what we call the widgets area) of every single page of paperlessdesk that way you don’t miss a beat and are always on track. In addition to that for every task that you add you can always set up a reminder date when you set a reminder date Paperlessdesk will send you an email reminding you of each and everyone of your tasks deadlines. We are sure that the tasks module of Paperlessdesk will make your Real Estate transaction tasks, (hey and why not even your personal tasks so much easier), so why don’t you give it a try by joining Xcellence Realty, TODAY!
The 5th tab in the transaction manager is the: Contract due dates module
The Paperlessdesk contract due dates module is AWESOME! As we all know there are many due dates that have to be met in a transaction right? well lets briefly take a look at some of the due dates found in most transactions today. Here is the list: inspection deadline, cancellation of contract as a result of inspection deadline, condo docs delivery deadline, condo docs review period deadline, sellers disclosure delivery deadline, sellers disclosure review period deadline, HOA application deadline, HOA approval deadline, appraisal performed deadline, loan application deadline, loan approval/commitment deadline, title commitment deadline, closing deadline, etc. Now I bet you can agree that’s a lot of deadlines to remember, and that is only for one transaction imagine having to remember the same deadlines for several transactions at the same time. That’s tough!!! Well once again that’s were the power of the Paperlessdesk contract due dates module comes in. with this module you will be able to set every imaginable deadline, then you will be able to tell paperlessdesk the deadline date and how many days before you want to be reminded of such said deadline(s). Not only that but you can also set up the system to remind the parties related to the transaction of the same deadlines and off course Paperlessdesk will send them an email reminding them about any and all upcoming deadlines for the transaction that they are involved with Xcellence Realty. As you can see once you are plugged into the paperlessdesk system you Real Estate business is on autopilot!!
And finally the 6th tab in the transaction manager is the: The agent request(s) module *Agents we are sure you are going to love this one! When you click on this tab, you the Xcellence Realty agent will have 3 different types of request to choose from.
The first request you can do is: to get your commissions paid at closing, YES ALL Xcellence Realty agents can get paid directly from the closing agent. So no more waiting around a week or so for your office to process your commission checks those days are over for you, remember at Xcellence Realty it’s a totally different ball game than that which you are probably use to, we are all about technology and streamlining every single step of the transaction process. (Which by the way makes Real Estate fun again) To get paid at closing all you have to do is simply click on the get paid at closing link within the request tab, once you click on the link a pop up window will appear with a simple web form for you to fill out, when complete you click submit and your done. Immediately after you submit the get paid at closing request the office administrators get notified that you have a transaction that’s ready to close and that you wish to get paid at closing, we then go into the transaction and verify that we have all of the forms required in order for the file to be in compliance with the state. Once the file is verified and in compliance we approve the get paid at closing request, thereafter Paperlessdesk generates a document that automatically gets put into the transaction documents for the property you requested the get paid at closing for. The system generated document authorizes the closing agent to pay YOU directly the very same day of closing!! Now the question is what other Real Estate brokerage do you know, makes getting paid at closing so simple? As far as we are concerned it is safe to say that only Xcellence Realty does!
The second request you can do is: an escrow letter request, with that said let us take the time to ask a very simple question when you require an escrow letter from your current Brokerage how is that request typically done? Most likely it goes a little something like this you send your broker an email requesting the escrow letter, two days pass by you have nothing so you follow up with a phone call, they say that they never received the request YADA, YADA, YADA. So you know how the rest of the story goes. Now lets take a look on how are escrow letter request handled at Xcellence Realty. With Xcellence you simply click on the escrow letter request link, you then fill out the 2 simple questions and click submit. Immediately after you click submit the office administrators get notified that you are requesting an escrow letter, Once we verify that the escrow monies have been received by us we approve the escrow letter. Once approved Paperlessdesk generates an escrow letter that automatically gets put into the transaction documents for the property you requested the escrow letter for. So to resume when you request an escrow letter you will have it within a couple minutes. This type of simplicity is the key to our great success and we are sure it will be the same for YOU!
The third request you can do is: a commission request, you only utilize this request when you did not receive your commission at closing and the entire commission was made payable to Xcellence Realty. If this is ever the case all you need to do is click on the commission request link within the request tab and fill out the simple web form were we ask you basic information of the transaction and were you also identify your portion of the commission as well as Xcellence’s portion. Immediately after we will proceed to cutting checks.
