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CRM Support
- Propertybase: Propertybase offers a comprehensive real estate platform that includes a CRM, marketing tools, and website design specifically tailored for real estate professionals. Their system is built on Salesforce, providing robust automation and integration capabilities.
- BoomTown: BoomTown is known for its lead generation and management solutions, offering a real estate sales and marketing platform that includes a CRM, a customizable website, and marketing automation tools.
- Chime: Chime provides a real estate CRM and lead generation solution that includes an AI-powered sales acceleration platform. Their tools are designed to streamline operations, boost lead generation, and enhance lead nurturing and conversion.
- Follow Up Boss: This platform is focused on lead conversion. It allows real estate professionals to consolidate their leads from various sources, offering robust follow-up tools to ensure that no lead goes unattended.
- CINC: CINC is known for its lead generation and management solutions, offering a real estate sales and marketing platform that includes a CRM, a website, and marketing automation tools.
- Zillow Premier Agent: Although primarily known as a real estate marketplace, Zillow also offers a suite of tools for real estate professionals, including lead management through their Premier Agent program. This includes advertising on Zillow and access to their CRM platform.
- Real Geeks: Real Geeks offers a lead generation and management platform that includes a website builder, a CRM, and marketing automation tools. Their solutions are designed to be user-friendly and efficient.
- Jumpball: Jumpball is a platform of Leads Engine that sources leads from a CRM to another CRM through means of text routing
- LionDesk: LionDesk is a CRM platform tailored for real estate professionals, offering lead management, video emailing, and texting capabilities. It’s designed to help agents stay connected with their prospects and clients efficiently.
- MoxiWorks: MoxiWorks real estate tech platform powers brokerages and their agents to be more productive, with an easier and faster marketing and management experience.
- OpCity: Opcity powered by Realtor.com ReadyConnect Concierge connects homebuyers and sellers to the right agent for them.
When choosing a lead management service for us to manage, consider factors such as the integration with your current systems, the ability to scale as your business grows, and the specific tools you need for your unique business processes. You can request a demo to ensure our management of platform meets your needs before making a long-term commitment.
Transaction Support
- Dotloop: Dotloop provides an online platform where real estate professionals can complete, sign, and share documents. Its functionality is specifically tailored for the real estate industry, providing a seamless transaction process from offer to close.
- SkySlope: This platform is designed to streamline the transaction process, offering compliance tracking, digital signatures, and integrated document management. SkySlope aims to reduce the workload for agents and transaction coordinators, ensuring a smooth process.
- TransactionDesk: Powered by Lone Wolf Technologies, TransactionDesk includes forms, eSignature, and transaction management services. It’s integrated with many MLS systems across North America and is known for its comprehensive suite of tools.
- DocuSign Rooms for Real Estate: This platform is specifically designed for real estate transactions. It offers features for brokers and agents to manage the entire deal from listing to close, with robust document management and eSignature capabilities.
- Paperless Pipeline: Paperless Pipeline is a simple yet powerful real estate transaction management software that is known for its ease of use. It allows you to track transactions, manage documents, and offers customizable checklists for compliance.
When choosing us to manage one of these provider, consider the following factors:
- Integration with your existing CRM: Ensure that the transaction management system can integrate smoothly with your CRM to avoid double entry of data.
- Compliance and Security: The platform should offer robust compliance tracking and secure storage of sensitive documents.
- Ease of Use: It should be user-friendly for all parties involved, including agents, clients, and administrative staff.
- Customization: Check if the system allows you to customize workflows and checklists to match your brokerage’s unique process.
- Support and Training: Ensure that the provider offers adequate support and training resources to help your team make the most of the platform.
Your can request a demo of our management service of the platform that aligns best with your brokerage’s needs and workflows.
Vendor Sponsorship
In many sales industries, a preferred method to align a vendor and sales organization’s goals are through sponsored lead generation. Local and federal regulations may limit the ability for such sponsored relationships within select business verticals. Transaction LLC is able to act as a trusted third-party in this space by collecting the sponsorship funds, and directing them through the sales organizations preferred method of lead generation; including ensuring those leads are adequately being worked by sales agents.
To the vendor, Transaction LLC’s services provides confidence that their sponsorship funds are not being wasted on untouched leads as well as ensures that the sales organization is not mishandling the sponsorship funds.
To the sales organization, Transaction LLC’s services provides a streamlined method to collect sponsorship funds, disperse such funds for lead generation, and disperse the resulting leads generated to sales agents who are successfully, actively nurturing those leads.