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TransactionPoint®

Overview

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The Value of TransactionPoint

• A web based platform that allows access 24/7• Automates the entire real estate transaction from listing a

property to closing the deal• Delivers a consistent service experience to customers• Provides a secure document repository with documents

easily posted via fax, scanner, email or direct upload• Reduces liability risk by adhering to a consistent process

with background logging of key events and communications• Eliminate redundant data entry through interfaces to MLS,

forms, contact management and back office systems• Archive transaction(s) onto CD/DVDs for clients or

company records

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Broker Benefits

• Agent recruiting and retention• Additional revenue stream thru transaction coordination

services• Building of revenue via ancillary services• Risk management and service quality• Improve customer service• Order placement & vendor management• Competitive advantage in marketplace

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Agent Benefits

• Frees time to concentrate on generating new business • Provides an excellent listing tool • Provide status using the customer’s preferred method of

communication • Reduce paper work and courier costs• Minimize liability risk and improve service quality• Demonstrate a competitive advantage in marketplace• Provide a branded CD at closing

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Versions Offered

• TransactionPoint Professional– Full featured version – Suitable for broker deployment– Electronic ordering – Site Administration– Integration with back end systems (accounting, title, escrow)

• TransactionPoint Standard– Simplified version– Suitable for agent or MLS deployment

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TransactionPoint Features

• Document Management• Calendar System• Transaction Archiving• Reporting• Consumer Center

• Site branding • Transaction Maintenance• Workflow Management• Contact List Management• Communication Logs

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Site Branding

Company Info, Contact Info and Logo Agent info on Client access page

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Transaction Maintenance

List of all transactions

being managed with ability to filter

or sort

ALLOW ANOTHER COORDINATOR TO

ASSIST

TRANSFER TRANSACTIONS TO ANOTHER

COORDINATOR

PRINT DUE AND PAST DUE ACTIVITIES

Transfer transaction to

another individual or coordinator

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Transaction Creation

1. SELECT AGENT

2. SELECT REPRESENTATION

3. ENTER PROPERTY INFO

3 EASY STEPS

SEARCH BY MLS NUMBER

SEARCH FORPROPERTY INFO

SEARCH BY ADDRESS

SEARCH BY APN

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Workflow Management

Mix and match templates as needed anytime during the

transaction lifecycle

See status of each task and any

related orders or documents on

one screen

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Contact List Management

PACKET SERVICES

LETTER WRITER (MAILMERGE)

Import contacts from Outlook or other systems. Can also place orders to

service providers.

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Communication Logs

All notes and emails in the Communication log are automaticallytime and date stamped.

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Document Management

• Email, scan or fax documents into the system

• Free 800 number provided for faxing

Create barcode cover sheets for individual document or entire

transaction

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Calendar System

Day, Week, or Monthly views of task activities

Export events to Outlook, Excel or even XML

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Transaction Archiving

Simple archiving to CD; no need to upload or

email files first

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Reports

• Transaction Reports by Branch• Transaction Reports by Agent• Transaction Activity Reports• Order Placement Reports• Personnel List Reports

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Site Administration (TP Professional)

Company Roster

Activities/Task - Templates

Site Branding

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Consumer Center

Buyers and sellers can view details of their transactions

including activities, documents and orders placed

Consumer pages are agent branded with

agent’s picture if available

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Questions?

Call us at (800) 996-6547