Paperless pipeline app11/8/2023 Real estate management tools are seriously helpful for growing brokerages. You can also generate deadlines so that all the work gets done on time. Use it to create checklists that detail every step you and your agents take to get deals over the line. Real estate transaction management software helps your deals progress smoothly. A good example of this is zipLogix by LoneWolf. This makes all of your paperwork more efficient by allowing you to set up templates and auto-populate information between forms for the same transaction. Once you know your requirements you can use form generator software to set up form templates. Formsįorms are state-specific, so they are typically handled by a system managed by the MLS or the state. Use them alongside transaction management software to manage the sales process remotely. E-signatures are as legally binding as regular ones.ĭocuSign and HelloSign are both good e-sign platforms. This can speed up the sales process as people don’t have to meet in person to sign documents. E-signĮ-sign technology allows agents and customers to sign virtual documents remotely. The following tools will help achieve this. There are several other factors to consider if you want your transaction management process to run smoothly. Scanning isn’t the only part of document management. Three Tools to Help You Manage Real Estate Documents We like HelloFax because it’s an extremely useful app that manages to keep things simple. The most basic plan gives you a local fax number and lets you fax 50 pages and request 10 signatures monthly. If you like it, you can upgrade to one of their paid plans which start at $4.99 / month. HelloFax has a free account that lets you fax five pages and request five document signatures. Click on “Send a Fax,” drag and drop your document, enter your Working Docs email address, and click “Send it Now.” You’re good to go! First, log in to HelloFax and click on “Request Signature.” Drag and drop your doc, enter the signer’s email address and a short message, show them where they need to sign, and send.Īfter it comes back to you, you can send it directly to your Paperless Pipeline Working Docs. Let’s say you need a signature on a document, then want to forward it into Paperless Pipeline. With HelloFax, you can send and receive faxes, request signatures, and fill out forms. Best Document Scanning AppĪnother question we get a lot is, “What if I want to fax my documents into Pipeline?” It makes getting paperwork into Paperless Pipeline simple. After you scan, you can choose to send the info to a folder on your computer, save it as a PDF, send it to an email address, and more. It works on a PC or Mac and also scans plastic cards (like credit cards). It lets you easily scan anything - receipts, business cards, letter-sized sheets, and more – and it does it FAST. We use it for all our documents (we’re totally paperless of course!) and we’ve been really impressed with it. Best Document Scanner for Real Estateįirst and most importantly, you’ll need a great office scanner. This article lists some of our favorite hardware and software that will help make scanning and managing your real estate documents easier. And there are many different scanners and models to choose from. As a paperless office, we know scanning documents is a frequent part of your team’s life.
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