Save time, save money and add efficiencies to your office with TransactionDesk. Very soon you’ll see a new option when you log into NTREIS that could change the way you do business. This all-in-one transaction management system will be available to all MetroTex members as part of your membership dues. That’s right. There’s no additional charge to use this system.
Free is good, but what will TransactionDesk do for me, you ask? Well. It’s pretty powerful stuff.
Access Everything on Any Device: Access your files, contracts, calendar, task list – you name it on your phone, PC, Mac, tablet. All without an app.
Store and Manage Files: Transaction desk can store all of your files – and all of those in your office. It can tell you which documents you need for any type of transaction and highlight any that are missing.
Contracts and Forms: Access all the forms and contracts you need wherever you are – and get them signed electronically.
24/7 access for clients: Set up a portal for your clients to review their transaction documents and any other information you wish to share with them.
Manage your calendar, to-do lists, and appointments: view and create appointments and share with your team. Set up team meetings, schedule classes and workshops and keep everyone on the same page. Set reminders to get your tasks done on time. Assign tasks to your team.
Document Your E-mail and Faxes: Keeps a record of when emails and faxes were sent in the transaction history. Includes unlimited faxing.
Edit and Manage Documents and PDFs: Create unlimited folders to organize your documents for specific transactions or for general use. Edit, mark up, split PDF files, convert other documents to PDF. Email upload or fax documents into the system.
Back Office integration: import transaction data into the back office system of your brokerage to keep the accounting system running smoothly.
Security: Keeps all of your transaction records, signed documents, emails, contracts, on a long-term basis in a secure setting. Paperless system reduces risk and can be access for audit at any time.
Branding: Ensures all of your communications with your clients are branded to you, including email and faxes.
Take full advantage of TransactionDesk when it launches this fall. We’ll have plenty of free training available. Watch our calendar and e-news for specific times and dates.