Top Real Estate Tools for Organizing a Real Estate Transaction

There are a lot of moving parts in a real estate transaction. Cloud-based applications and software can make the process more efficient and less prone to error. If you’re a buyer or a seller, you likely won’t have much input into what is used but if you’re a real estate agent looking for some of the most popular tools in the industry, you’ll find them here:

DocuSign

Let’s face it, there are times when the real estate team members, including the buyers and sellers, are on the other side of town or the country. The DocuSign service provides paperless, fast, and secure online signing abilities. It also allows users to store documents in the cloud so they are always available, perfect for agents on the go or people who prefer a paperless organization system.

Document Scanner

This program turns a cellphone into a document scanner with a click of the camera. It allows users to take a picture of a document with their Android phone and create a PDF out of it. This is ideal for sharing and uploading documents to other sites. The app doesn’t collect private information so security is not an issue (unless you send the document to the wrong place).

Reesio

Reesio is a CRM (contact relationship management) system and transaction management rolled into one. It works well for brokerages because it allows for creating customizable document templates and workflows to keep everyone on the same page, completing things in the same order. Agents can manage their transactions from beginning to end with unlimited document storage, workflow, and activity logs.

zipLogix relay

In addition to custom transaction reporting, this software gives clients access to deal updates, document access for title and escrow services, workflow management, document history, and integration with popular email services/software.

ResWare™

This software aims at streamlining the settlement process through transparent interaction, improved workflow and automation, vendor management, and document and template management. ResWare™ allows changes to documents to be made in real time across the system with one entry. No more worries about if the information was changed everywhere.

RealtyJuggler

This web-based software handles every aspect of the realty transaction and general business from document management, bulk emails, drip marketing campaigns, and built-in letter library. The transaction component allows users to track deals, transactions, closings, as well as request and track showing feedback and much more.

Technology shouldn’t replace a personal connection or business relationship but it certainly allows for a much more efficient and transparent process. Buyers and sellers should select a title agency and real estate professional who values technology and is committed to a flawless process. If you’re a real estate agent, technology can help you do more and communicate more efficiently at every step of the process.

Contact Bay National Title Company today to find out about how our technology and paperless environment serves the customer.

***Disclaimer: ReswareTM is not affiliated with Bay National Title Company. Resware is a trademarked product of Adeptive.