The New Way video
Watch our video "The New Way" and learn how one busy agent uses Real Estate Dashboard to manage her paperless Virtual Office.
Paperless Electronic Document Management
- Create and manage transaction files and folders
- Paperless notes saved to transactions
- Import forms library from Winforms/Zipforms
- Import scanned contracts and documents
Integrated Fax and Email
- Unique toll-free number
- Send / Receive faxes from anywhere
- Receive fax by email as PDF
- Fax management software
- Sign and edit faxes electronically
Sign Forms & Contracts using Pen-to-Paper Simulation
- Capture electronic wet signatures on forms and contracts
- Secure and encrypted biometric signatures
- Optimized for Tablet PC's.
Work Offline and Online
- No internet connection needed to work on transaction files
- Annotate, sign, fax, and email documents all offline
- Changes are synchronized with server once online
Online Team Collaboration
- Create client and team contacts
- Web portal with secure access for team members
- Set permissions to files and folders for client and vendor viewing
- Set root access for viewing of all documents via web
- Wireless PDA access
Large File Transfer System
- Transmit files too large for email via web portal
- View, download and upload large files
- Automatically sends secure link for 24/7 access
Automatic Synchronization & Offsite Backup
- All vault transaction files are synchronized with server
- Secure document offsite backup
- Retrievable anytime, anywhere
