Real Estate Dashboard

The Real Estate Dashboard® is software that lets real estate professionals sign documents electronically in a way that is easy for them and their clients. Real Estate Dashboard® is built for use on tablet PCs, ultra-mobile laptops that have a pen-enabled screen. Signing forms and contracts electronically is now as easy as signing for an overnight package or a department store credit card purchase.

Real estate agents using Real Estate Dashboard® eliminate paper from their workday, spend more time selling and less time shuffling paper, and provide customers with superior service. For brokers, Real Estate Dashboard® dramatically reduces costs and liability and increases sales force productivity.

Key Features

Biometric Signatures

Security

Testimonials

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.

Compatible with Windows Tablets
– Compatible with Windows 7 & 8
– Works great with Surface Pro Tablets
signing
Dashboard App
Download the lite version of the dashboard app for your iPad – eDocs, eAnnotate, eSign and eFax features

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

What is an e-Signature?

An electronic signature is any legally recognized electronic means that indicates that a person adopts and agrees to the contents of an electronic message or electronic contract. An electronic signature is “an electronic sound, symbol, or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record.”

With Real Estate Dashboard® and eSignOnline® you Now have the best of both worlds – biometric signatures inside Real Estate Dashboard® when you are face to face with your clients and digital signatures via the web (click to sign) when you can’t meet your clients.

A biometric signature is an authentication method that uses the dynamics of a person’s handwritten signature to measure and analyze the physical activity of the stroke order, the pressure applied and the duration of the singing process recorded as an algorithm that can be compared against future signatures.

Biometric signatures are captured using Real Estate Dashboard®, where you use a stylus (pen) to capture signatures – you actually write on the screen of the tablet PC. Capturing an electronic signature on the RED Tablet is just like capturing a handwritten signature on paper.

Here are the advantages to the biometric method:

  • Mimics pen and paper experience
  • Greater level of consumer comfort
  • Repudiation not an issue
  • Security and Compliancy with Electronic Signature Law
  • Send completed signed document as a PDF via email or fax

A digital signature is a mathematical scheme for demonstrating the authenticity of a digital message or document. A valid digital signature gives a recipient reason to believe that the message was created by a known sender, and that it was not altered in transit. Digital signatures are used with eSignOnline® via the web (click to sign) to capture signatures of clients who are across town, out of town, out of state, out of the country, or just simply anywhere!

Digital signatures help to establish the following assurances:

Intent: Intent is an important aspect of the e-signature process because it provides the legal “context” for enforceability. The digital signature process should always provide a “structured online setting” that takes the signer through a series of steps, which make it clear that they are signing a legal document and confirms intent through overt actions, such as creating their signature and applying it to specific locations in the document.

Authenticity: The digital signature helps to assure that the signer is who he or she claims to be.

Integrity: The digital signature helps to assure that the content has not been changed or tampered with since it was digitally signed.

Non-repudiation: The digital signature helps to prove to all parties the origin of the signed content. “Repudiation” refers to the act of a signer’s denying any association with the signed content.

Here are the advantages to the digital (click to sign) signatures:

  • Complete signing session from any computer
  • Capture secure signatures from parties anywhere
  • Security and Compliancy with Electronic Signature Law
  • Easy wizard format, just follow the steps

Legality

In year 2000, the federal government enacted the Electronic Signatures in the Global and National Commerce Act (commonly referred to as the “E-Sign Act”). The E-Sign Act created a universal standard for contracts, signatures and records created by electronic means. The most important aspect of the E-Sign Act is that “a signature, contract, or other record relating to such transaction may not be denied legal effect, validity, or enforceability solely because it is in electronic format.” In other words, electronic signatures and contracts are legally enforceable.

Electronic contracting is, fundamentally, contracting and contract law. Any contract, electronic or not, requires:

  • “Offer,” “Acceptance”, and
  • “Consideration” – some promised exchange of value
  • “No defenses” – A contract, electronic or not, will not be enforced if a successful defense can be raised: for example, if an element of the contract is “unconscionable” (violates public policy), if one of the contracting parties was too young to create a contract, etc. What is NOT allowed to be signed with digital signatures (eSignOnline®)? ESIGN and UETA define several contracts that are not covered by the legislation. This is not to say they are invalid as electronic transactions, they are simply not part of the ESIGN legislation. This list includes:
    • Wills, codicils or testamentary trusts
    • UCC transactions (other than Article 2 and Article 2A transactions) generally are excluded, in the UETA (and NCUETA as per N.C.G.S. section 66-313(b)(2)), but in appropriate instances the UCC already provides or will provide for electronic treatment.
    • Any notice of cancellation or termination of utility service or to any notice of default, acceleration, repossession, foreclosure or eviction (or the Right to Cure) under a credit agreement secured by or a lease of a “private residence for an individual”.

Real Estate Dashboard® and security

Overview

Real Estate Dashboard® allows users to collect electronic signatures in a manner that provides a superior level of security and a significant reduction in risk compared to the traditional paper and ink method. Digital document management limits the exposure to fraud, error and loss that have plagued real estate brokers and agents who rely on paper transaction files – and their numerous photocopies.

GoPaperless Solutions has endeavored to go above and beyond the surface advantages inherent in the electronic document medium. This document outlines the specific areas in which security enhancements are especially relevant.

The “biometric signature”

A signature placed on a document in Real Estate Dashboard® is performed in the same way that a signature is collected on paper: a pen is placed to the document and the signer imparts their unique signature. This means of collecting an electronic signature is often referred to as a “biometric” signature because it has measurable properties that can be used to verify a signature.

Once the signature is placed on the document and saved, we have ensured that the signature cannot be tampered with or erased.

First, we have eliminated the “eraser” function from the Real Estate Dashboard® saved Vault files. Any modifications to a document must be handled in the same way one would handle revisions on paper. Changes must be made by crossing out and initialing the corrected writing. Alternatively, the document may be deleted. This is a key differentiator from other means of collecting electronic signatures on a tablet PC (e.g., using Microsoft® Journal) which do allow the user to erase digital ink and don’t encrypt the document’s properties.

Second, when digital ink is placed on a document in Real Estate Dashboard® it is stored in the application’s memory. When a document is saved in Real Estate Dashboard®, either in its proprietary file format (which is discussed below) or when exported or emailed as an Adobe® PDF file, the Real Estate Dashboard® automatically creates a high detail image of the signature or other ink notation. That image is then flattened onto the document in a process call rasterization. Once the ink is rasterized to the document, the ink’s source biometric signature cannot be modified. The ink is, in effect, “burned” onto the document.

Our proprietary file format: DSD

The Real Estate Dashboard® utilizes a custom-designed proprietary binary encoding format – the DSD, or “Dashboard Serialized Document”. This proprietary file format allows the rasterization process described above to take place, and ensures that documents housed in the Real Estate Dashboard® are stored and transmitted securely.

Specifically, DSD documents stored on a user’s local computer are not viewable outside of the Real Estate Dashboard® application itself. So, for example, if a user’s computer is compromised, DSD documents would not be viewable as access to the password-protected Real Estate Dashboard® would be required to open any DSD files on the user’s hard drive.

The DSD format also ensures the security of files as they are moved between the local application and the online vault. DSD files are transferred to the Online Vault™ servers using web services located at a 128-bit SSL encrypted web address. Each request/response is encrypted and in the DSD format which can be read only by the local Real Estate Dashboard® application and our servers. Every transaction includes the registration key which is authenticated against the database.

Physical security

All files housed in the Online Vault™ are stored in secure data center. The servers can only be accessed from within our network at our secure collocation facility. Our network is protected by multiple layers of firewalls and filters.

Our collocation facility in Southern California meets or exceeds legal and industry standards for security. Security measures include biometric door locks, alarm system, 24×7 security monitoring, and closed-circuit cameras.

Company backup policy mandates that frequently changing data, such as database devices, are fully backed up nightly and transferred to an off-site location. Static data which does not change frequently is fully backed up weekly and also stored offsite.

Company retains backups for three months. Backups are destroyed after this three month period.

Used my new tablet PC and Real Estate Dashboard Software for the first time last night. Not sure if I was more impressed or the homeowners! UNBELIEVABLE! We went out, did the appointment, did all the paperwork and left without one piece of paper! I can honestly say, how did I ever do this prior to using these tools and survive! My young, tech savvy clients were asking about the program as his company is going paperless. The future is here and it is great to be a REALTOR that “gets it”. Upon completing the signing of the documents, I asked if they wanted a printed copy or if they wanted us to email them. They preferred email and I further explained the access to the vault to get to the documents anytime they needed. My belief has always been my clients deserve the best and this system has allowed me to raise our bar again!

Marge Peck

DARE Realty, Inc.

Mesa, AZ

It was well past 8:00 p.m. on a Sunday night right before Christmas and my client was leaving the next morning at 7 a.m. My buyer and I were about 40 minutes away from the office. So, being the Super Hero REALTOR® that I am, I pulled into a Whataburger, whipped out my new REDtablet, opened my Real Estate Dashboard software and, voila, had two contracts written and signed in a matter of minutes. I went over the details (while sipping on a milkshake, of course chocolate!) and e-mailed them straight to the Listing Agent and cc’d my Client. I bid farewell to my client and was home in no time!

Sheila Moran

RE/MAX

San Antonio, TX

After using Real Estate Dashboard® for a few months I have to say I would be absolutely lost without it. This past weekend alone it gave me the ability to electronically sign and fax a counter to Nebraska and get it back before another offer was sent to the sellers. Needless to say I am a happy customer. As the Wyoming CRS Chapter President I also find it perfect for notes and faxes while I travel. Thanks and keep it going!

Joe Prunty, CRS, GRI, e-PRO

Number One Properties

Cheyenne, WY

I have been using this software since 2006 and my clients are so impressed each time they sign documents on my Tablet PC. They love the paperless real estate transaction! While it is so great that you are constantly applying new technologies and improving the product, it is your staff that impresses me the most! Your staff always provides Five Star Service and has excellent follow-through skills. With excellent follow-through and attention to detail, I am assured that I will have the answer in a quick and efficient manner.
I would recommend your product and services to any REALTOR® who wants to offer innovative service coupled with fantastic technology. Dashboard is a great system to go paperless with tablet signing and a transaction management system via the online vault. I also love the e-fax service that pushes my faxes straight to email (it is worth it for that application alone).

Tamara Suminski

Real Estate Consultant

The dashboard has been an integral part of my business. This single product has saved me more hours than I can even begin to count. I tell people all the time that I would give up my cell phone before my tablet and Real Estate dashboard. It has allowed me to go almost paperless and the addition of esign means I rarely print anything. The savings in time, print costs and maintenance almost make using the system Free. Of course the WOW factor can’t be discounted. My clients love it. The customer support and tech departments are superb. Thanks for all that you do to make my job easier.

Darel Handley

Realtor

CRS,ABR,ePro,SFR

Director of Training

Pacific Sotheby’s International Realty

DRE# 01350395

Real Estate Dashboard saves me time, money and creates opportunity. I am able to take care of business right away, rather then returning to the office or home to sift through a ton of emails and paperwork. I can access information at any time and most of all conduct business from any location (and any city). Honestly it will change my life!

Christine Jacobsen

Pacific Union, Real Estate Group

San Francisco, CA

I met a few of your colleagues at our California Association of Realtors EXPO in Long Beach last month and they were delightful. I’m on the Board of Directors for CAR and the RED Tablet along with your Dashboard Software has been absolutely terrific. My clients love it and I’m on top of my game.

Linda Harrison

The Harrison Team

I can now take notes from my client files, research and share property information, catch up on e-mail, and even write agreements while in the field!

Don Summers

Resort Quest

Palm Desert, CA

Real Estate Dashboard has enabled our company to improve the real estate industry in British Columbia. Since we introduced the paperless concept to Canada four years ago, we have seen a tremendous difference in the productivity of our salespeople and support staff. Contract legibility is no longer an issue; the system has enabled us to tighten up our office administration, increase the flexibility of our salespeople and help reduce operating costs. There is no question that the Real Estate Dashboard Software has improved our business and allowed us to capitalize on new opportunities in British Columbia’s real estate market.

Kris Emmons

Marketing Director

HomeLife Realty Services Inc.