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Transaction LLC

Leads routing, transaction management, and vendor management for sales organizations.

Leads

Transaction LLC provides lead routing and management services for sales-focused organizations such as residential real estate offices, title/closing attorney offices, lending brokerages, automotive sales, and similar commission oriented businesses through a variety of tools and solutions to help gents capture, track, and nurture their leads until they’re ready to make a transaction. These services often include CRM (Customer Relationship Management) systems, marketing automation, and data analytics.

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Transactions

When it comes to transactions, our name-sake, Transaction LLC provides consulting services comparing purchasing Transaction Management / CRM (Customer Relationship Management) tools to run in-house in your organization versus outsourcing these efforts to a 3rd party services company. We do provide Transaction Management as a service; however each organization has unique needs and only 1-in-30 consultations have we recommended the use of our own in-house services. Transaction management should track the deal, the product, and the client from the beginning of the relationship to the final commission check with automation and data analytics. Our services help agents and brokerage professionals manage the transaction process efficiently.

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Vendor Management

Integrating Vendor-sponsored lead generation for your sales organization; Transaction LLC can serve to ensure sponsorship funds are directed as intended. In certain industries with tight regulations regarding how funds may be utilized, Transaction LLC functions as a trusted third-party between the sponsoring vendor and sponsored sales organization.

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Our mission is to offer support to both sales management and sales agents to have the best work flow possible.