As a real estate professional, time is a valuable and often times rare commodity. Between client meetings, showings, open houses, and promoting your business, you need all the help you can get when it comes to managing your transactions. Fortunately, with the help of RE/MAX Launchpad, you can do all that and more with a single login, from a single platform. If you need help managing your transactions, tools like DocuSign and Top Producer are here to help!
Managing Transactions with Top Producer CRM
Top Producer CRM makes it easy to manage your listing and closing transactions. Not only does it help you stay on top of all the required tasks, it helps to provide the bigger picture—listing inventory values, commission breakdowns and more.
Top Producer CRM integrates with over 800 MLS boards, so you can import your listings directly from the MLS. All of the necessary information will be included, so you’ll just need to enter your client’s information and apply a listing checklist. Top Producer CRM will then remind you what you need to do and when you need to do it.
Closings can be created from a listing or as a standalone transaction. Just select who you represent—buyer, seller or both—and then apply your closing checklist to keep track of what needs to be done. Once the contract is Closed and Paid, Top Producer CRM locks it down for historical record keeping and updates all clients you represented as past clients. That way the Follow-up Coach can make sure you don’t miss out on repeat and referral business by gently reminding you to stay in touch. Get started with Top Producer through RE/MAX Launchpad with special pricing for RE/MAX INTEGRA agents! Instead of the $39.95 rate, you pay only $35.95 each month!
Managing Transactions with DocuSign Transaction Rooms (DTR)
For many of you, the DocuSign Transaction Rooms (DTR) Dashboard is something that you see multiple times each day. But do you really know what each section represents and the various options you have available to you? These five key dashboard items may help you better utilize the Transaction Rooms application and help you get to work more quickly.
Stay on Top of Recently Viewed Transactions: At the very top of your DTR Dashboard, the last five viewed Transaction Rooms are shown. You can left click into each Transaction Room to enter the details tab or right click to enter a specific section of the Transaction Room.
Keep Track of Envelope Activity: Beneath the Recently Viewed Transactions section is the Envelope Activity where you can view the latest activity with your eSignature envelopes. In the example below, see envelopes in different stages: some complete with a green check mark, one has been voided, one is waiting to be sent, and the middle envelope has yet to be fully set up.
Quick Stats: Get live updates of your transaction, document, and network stats in the right of your Envelope Activity. These tickers show statistics over the lifetime of your account.
Document Activity: At the bottom of the DTR Dashboard is a list of your latest document activity. This section will list the last five documents that were faxed, emailed, or shared with you or another person (if you have utilized those features within the last three months). You can left click on the document to open a document preview or right click to take an action, including all of the PDF editing
Usage Stats: The last item that you’ll want to keep an eye on within your DTR Dashboard is the usage stats in the upper-right corner. In this section, you can monitor how much document storage capacity you have remaining. We offer each account 100 gigabytes of storage, which is most likely more than you’ll ever need. We also list the number of monthly fax pages you’ve used so far that month. In the example below, 33 pages were faxed out this month. DTR provides all users unlimited inbound faxes and 300 outbound fax pages each month. If you happen to fax more than 300 pages in a month, it’s just a surcharge of 10 cents per page afterwards.
The next time you open your DocuSign Transaction Rooms account, instead of clicking directly into the Transaction section, try scrolling through your dashboard and see how quickly you can jump into a Transaction Room, document, or envelope. By signing in through RE/MAX Launchpad, you will receive 2 months free as well as a 20% discount.
Want more from DocuSign? By now, you have heard that as of July 1st, e-signatures are legal in Ontario, and DocuSign, who we are happy to announce is the standard for Digital Transaction Management within RE/MAX INTEGRA, is hosting a webinar to fill you in on everything you need to know! Click the button below to register to attend on July 17th from 1:00 PM – 2:00 PM EDT: