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Features:
View Documentation Data - Manage document versions, visibility, and more. Identify and track signatures across document versions. Supports signatures in counterpart and digital signing via zipForm® 6 Professional (online version).
Client Access - Provide your client with the ability to track their transaction online. From reviewing documentation to tracking of activities your client will now be introduced to a new form of communication throughout their real estate experience.
Checklist Creation - This customizable activity checklist helps you document your framework for success. You’ll never miss an activity, lose a document, or forget a contact. Automatic reminders and easy searches keep everyone involved in this transaction on track.
Vendor Access - Provide the chance for service providers – Escrow, Title, Inspectors and more – to provide or view documentation anytime.
CD Creation Module - Archive your real estate transaction by accessing your CD creation module. Create an electronic file of your transaction that mirrors the image viewed within relay®. Automate active transactions, closing packages, or listing presentations for review to brokers and clients alike.
Risk Mitigation - From scanning for viruses to providing secure sign in for everyone, you can breathe easy knowing that relay® keeps your clients information safe. Have the ability to know who is viewing information or remind yourself of when a change to the transaction took place.
Office Integration - Reduce the need for data entry by connecting with programs you currently utilize. Integrate your documentation from zipForm® 6 Professional, your contacts from Microsoft Outlook® and Top Producer® 7i, or even connect your financial management information from Lone Wolf, or other back office systems.
Document Approval - The relay® document approval tool allows brokers, managers, and leaders to quickly review and approve files securely from any internet connection. Real estate professionals can identify at a glance which documents are ready for review, approved, or in need for changes.
Customer Satisfaction - Buyers and sellers can easily let you know what they’re thinking anytime. Quickly address concerns and collect client testimonials with built-in customer satisfaction tools.
Transaction Coordinator and Office Assistant Delegation - Provide an account to the delegates you work with throughout your transactions. For no additional cost a delegate account created within relay® will advance your partnership electronically.
Transaction History - Mitigate risk knowing that each action taking place within your relay® transaction is being recorded. Have the ability to know who is viewing information or remind yourself of when a change to the transaction took place.
Customized Site Branding - Customize the branding seen within your relay® account by adding a tailored banner to be seen throughout your relay® transactions. Further promote your branding by including a photo of yourself as well as a photo of the property.
Advanced Facsimile Utilities - Receive and send faxed documentation directly from your relay® account. Continue your paperless process by bypassing traditional faxing steps or turn any fax machine into a way to insert documentation into relay®.
Custom Reports - Download reports tracking key transaction information, buyer and seller satisfaction, and other important statistics displayed within relay®. Easily customize reports to fit business needs, download to Excel, or export to other programs at a moment’s notice.
Foreign Language Support - Allow relay® to work with you in this ever changing global society. Provide communication with non-English speaking clients by allowing them to navigate through relay® using the language of their choice. Spanish, Chinese, and Vietnamese opportunities are available. Other languages may be added.
Outgoing Email - Email documentation via attachment from directly inside your relay® account. An email link can also be sent to invitees within your transaction to confirm reception and record an action within your History.
Cross Site Transactions - When agents for both sides of a transaction are relay® subscribers, they can work together on one central transaction file. Both agents can track documents and activities, and information remains central.
zipForm® 6 Integration - Eliminate double entry of listing and contact information. Import forms directly from zipForm® 6 Professional.
Guest Agent Access - Streamline communications by inviting the agent for the other side of a transaction to view your online file. Control the Guest Agent visibility, just as with as the buyer or seller contacts.
Automatic Notifications - Keep everyone up to date on every transaction with automatic notifications for activities, documents, and more.
Prospect File - Add and manage prospective buyers and seller with this enhanced feature.
Help Manage Workflow - Additional tools that provide office management features for site and office administrators.
“Go Green” - Reduce paper clutter and empty that file cabinet all while provide “Best-in-Class” customer service.
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