Everything Brokers, Agents, & Teams need to SUCCESSFULLY Manage Transactions!
Easy Broker Review
As a broker or Manager you are responsible for the compliance of every document uploaded or task completed in a transaction, and since we know that this is a crucial part of your business, we have made the process of reviewing transaction docs or tasks as they are completed by your agents a breeze!
Transaction Review Process:
- Agent Checks task as complete
- Broker gets notified right away
- Broker reviews task
- If task is in compliance broker marks task complete and the process is over
- But if task is NOT in compliance broker marks task incomplete
- Broker adds comment to incomplete tasks to notify agent what needs to be fixed
- Agent receives task comment by email
- Agent fixes the problem, adds a comment to the the task & marks as complete again
- Broker gets notified once again that a completed task requires review
- Broker reviews task again, and marks as complete
- everyone can see a task log with time stamps of all actions performed
Within a transaction agents and staff can add an unlimited amount of contacts associated to a transaction. When agents add contacts to a transaction they will automatically also be added to their RBO contacts manager, making easy to autocomplete the contact the next time the agent needs to add the same contact to another transaction.
In addition, if the the agent connects there google apps or gmail account through our native integration they will also be able to autocomplete from their existing google contacts. RBO is all about automation and reducing as much as possible every click and every word you and your agents must type is our goal and this is just another example of how we help you do just that!