Features & Benefits: Overview
TransactionCoordinating.com is a comprehensive transaction tracking service, performed by trained, experienced Transaction Coordinators. Our service is designed to fit with the way you currently do business. TransactionCoordinating.com uses the power of the Internet to augment communication between human beings – not replace it. Via the web, you have access to your pipeline anytime, anywhere. Our personal service features:
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Reliable reminders of key dates, tasks, appointments, and closings. As well as Anniversary Dates, contingency expirations, signing appointments, and more! |
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Personal Transaction Coordinator communicates with you via phone, fax, and/or email – you choose! |
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Online transaction and escrow information 24 hours a day, seven days a week |
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View documents online, such as the title reports, commission disbursement forms, etc. |
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View file history online, including notes made by your Transaction Coordinator. Look ahead to scheduled reminders, and look back to completed tasks and notes. |
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Maintain superior contact with other Agents, Loan Officers, and Escrow |
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Share information with buyers and sellers online
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Features & Benefits: Features List
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A personal Transaction Coordinator A Personal Transaction Coordinator is assigned to you for all your transactions. By having a singe point of contact for all your files, you save valuable time. Substantive phone communication is followed up by written email - for your records and convenience. Our service is designed to make your life easier and fit with the way you do business today. As you close more transactions through TransactionCoordinating.com, a personal rapport becomes established with your Coordinator. It's like having a personal Assistant at a fraction of the cost." |
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Online Customer Dashboard for Buyers and Sellers - Online status reporting for Buyers and Sellers is in high demand. With our service, your Buyers and Sellers can access their file information through a personalized dashboard. Your client sees your picture and contact information on every page. Buyers and Sellers want this access - don't be the only Real Estate Professional without it! Start improving your closing percentage today on buyer agency and listing presentations. |
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Performance Reporting - Commission Performance Reporting for Agents tracks your commission totals and averages to assist in goal-setting and financial progress checks. This personalized report shows actual results from closed files, as well as projected future cash flow for transactions in progress. |
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Business Dashboard for Agents The Business Dashboard for Agents provides you with a Business Snapshot of open files and upcoming Key Dates. From here, you can access a complete overview of all open, closed and cancelled transactions, related communications history, and commissions - all with one click into each file. This information is updated in real-time, providing you instant access to the latest information about all your transactions. From this page, you can also access your Performance Report, your Address Book, your Master Calendar, and more. |
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Master Calendar The Master Calendar organizes tasks and key dates from ALL your transactions, conveniently reported in one central calendar for instant review, planning, and communicating. Tasks are grouped together by transaction for each day. When you mouse-over each task, the notes for that task will appear in a pop-up box. You can also drill down on each day to see a "Daily View" report of all tasks and notes together. The "Monthly View" gives you a high-level report of all Key Dates happening each month, such as closing dates, contingency dates, Form 17 deadlines, etc. |
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Week Ahead - The Week Ahead is a customized pipeline report that shows scheduled tasks and Key Dates for the coming week - organized from all your current files. This report is sent to you every Friday at the close of the business week. The Week Ahead is designed to give you a heads-up on your coming week, including Anniversary Dates of closed files. |
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Week-In-Review - The Week-In-Review report is an historical record of your past week's pipeline activity, delivered to your email box every Friday at the close of business. In it, you can review every task performed the past week by your personal Transaction Coordinator, including calls, notes, emails, faxes, and more. Use the Week-In-Review to conveniently stay "in the loop" of your pipeline activity. |
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Document Viewing All relevant transaction documents are stored digitally for convenient access. In each individual file, you'll find all Addendums, P&S Agreements, Commission Disbursement Forms, Title Reports, and more. One click opens the document in your web browser. From here, you can view, print, or email any document you choose. All documents are stored perman> ently with your transactions. Note: The Document Viewer is available only on transactions closed through Escrow Partners. |
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Address Book The Address Book organizes all your clients' contact information, including addresses, phone numbers, fax numbers, and email information. Your client data is stored permanently for convenient anytime access. |
