1 for real estate an easy, fast, and cost effective way to organize documents associated to listings...

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1 for Real Estate An easy, fast, and cost effective way to organize documents associated to listings & client correspondence Real Estate Real Estate offices rely on paper, fax, and electronic content to support their administrative and client needs. Due to the nature of Real Estate transactions, documents are often distributed back and forth between parties multiple times. Traditional ways of accomplishing this can be time consuming and/or cause severe degradation in document clarity. In most cases, Real Estate offices have paper-based client records grouped, with applicable documents in each client record. Realtors require an easy to use method of transferring these paper documents into an electronic filing cabinet that most closely matches their existing paper-based filing structure. The NSi AutoStore for Real Estate solution is designed to fill this gap, by providing an easy, fast, and cost effective way to scan medical documents. An easy to use document filing solution that complements your daily operations Easy to support, recognizing that most offices do not have dedicated computer support staff A cost effective method of scanning and organizing client correspondence Paper Based Client Folders Electronic Folders

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Page 1: 1 for Real Estate An easy, fast, and cost effective way to organize documents associated to listings & client correspondence Real Estate Real Estate offices

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for Real Estate

An easy, fast, and cost effective way to organize documents associated to listings & client correspondence

Real EstateReal Estate offices rely on paper, fax, and electronic content to support their administrative and client needs.

Due to the nature of Real Estate transactions, documents are often distributed back and forth between parties multiple times. Traditional ways of accomplishing this can be time consuming and/or cause severe degradation in document clarity.

In most cases, Real Estate offices have paper-based client records grouped, with applicable documents in each client record. Realtors require an easy to use method of transferring these paper documents into an electronic filing cabinet that most closely matches their existing paper-based filing structure.

The NSi AutoStore for Real Estate solution is designed to fill this gap, by providing an easy, fast, and cost effective way to scan medical documents.

An easy to use document filing

solution that complements your

daily operations

Easy to support, recognizing that most

offices do not have dedicated computer

support staff

A cost effective method of scanning and organizing client

correspondence

Paper Based Client Folders Electronic Folders

Page 2: 1 for Real Estate An easy, fast, and cost effective way to organize documents associated to listings & client correspondence Real Estate Real Estate offices

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Scan Documents from a Multifunction Device

Easy Client Record ScanningNSi AutoStore for Teal Estate is a plug-in application into a Multifunction Device that allows users an easy and intuitive way to search for a client or listing, and scan a document directly to a client record. The client record is stored on a Microsoft Windows folder structure using the native functionality of Microsoft Windows. Since most computer users know how to use Windows, they will know how to use this solution.

The benefits of using Microsoft Windows is the built in capability to store thousands of client/listing records. Windows offers a free, easy to use capability to search across these records.

for Real Estate

Supports Emails and Electronic DocumentsWhen the medical office is ready to upgrade to a certified compliant EMR system, they can easily import the Windows folder structure.

Scan to ListingNew Listing

Existing Listing

Print Forms

Page 3: 1 for Real Estate An easy, fast, and cost effective way to organize documents associated to listings & client correspondence Real Estate Real Estate offices

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Target Profile: The practice manager in charge of running the business in Real State offices. They are focused on revenue generating activities, and need to improve efficiency, streamline operations, while ensuring regulatory compliance.

(1) Leverage MFD

A. Eliminate desktop scanners by easily scanning to a structured electronic filing system to organize your Client Listings

B. Eliminate fax machines by receiving and sending faxes from your MFDs. Even associate outbound faxes to keep a copy in your Electronic Listing

C. Eliminate printers by printing to your MFD, and leverage the advanced print features to securely and privately control print jobs

Statement: “I have no IT staff.”Response: No problem, the AutoStore Solution is designed to be easy to setup, and use. Once deployed, this solution requires no IT staff.

Statement: “We are looking to upgrade to a Content Management System like SharePoint..”Response: Perfect. Most Content Management systems do a very poor job of allowing you to scan documents. This solution is designed to easily and securely leverage your MFDs for scanning, and can upgrade in the future to scan to your ECM system like SharePoint..

Statement: I just refreshed my MFDs.Response: No problem. This solution works great with desktop scanners, importing files from folders. It even has an ability to upload documents through a web interface.

Q &

A

(2) Improve Efficiency

Easily Scan – Search and File by Client/Listing Name/ID

Easily Tag Emails & Correspondence – File correspondences as easily as scanning from your MFD

Easily Search and Retrieve content my leveraging Windows Search functionality

Easily and Simply capture additional documents through a web-browser or mobile device

(3) Ensure Compliance

Since the 1960s the US Government has passed laws to protect consumers and buyers by ensuring transparency in financial transactions.

Most regulations require documentation by a realtor of any transaction with a buyer, seller, or other stakeholder.

There are many regulations, but the two most known are:

TILA -Truth in Lending Act andESPA -Real Estate Settlement Procedures Act

(1) Reduce cost by leveraging our investments to their full potential, (2) improve efficiency in daily operations, and (3) ensure compliance by meeting industry regulations (RESPA, TILA, etc)

for Real Estate

I want to help support your mission, by enabling you to use a (1) Multi-Function Device to (2) easily file, search, retrieve, and disseminate documents related to real estate records, while supporting your (3) regulatory compliance needs.

Elevator PitchCustomer’s Mission Statement

Sales Playbook