Why Your Brokerage Needs Deal Manager: The Ultimate Back Office Solution for Real Estate Professionals

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In today’s fast-paced real estate landscape, efficiency isn’t a luxury—it’s essential. Brokerages juggling multiple transactions, documents, and compliance requirements know how quickly administrative tasks can spiral into a bottleneck. Enter Deal Manager, the all-in-one Real Estate Back Office Solution engineered to streamline your entire operation from listing to closing.

At its core, Deal Manager is more than software—it’s your brokerage’s central nervous system, keeping your team connected, compliant, and productive. Here’s why brokerages serious about scalability and service quality are adopting Deal Manager as their transaction and business management solution of choice.

Document Management for Real Estate – Organize, Simplify, Secure

Forget third-party add-ons and disjointed systems. Deal Manager’s built-in Document Management functionality offers seamless integration, allowing your agents and administrators to attach, edit, and share critical documents effortlessly. Whether it’s deal paperwork, listings, client information, invoices, or T4A processing, everything lives in one secure, easy-to-access hub.

Key Benefits:

  • Attach documents directly to deals, listings, or contacts
  • Eliminate lost paperwork and filing chaos
  • Secure cloud storage accessible 24/7
  • Simplified document sharing with lawyers, brokerages, and vendors
  • Full audit trail for peace of mind and compliance

In an era when deals close faster than ever, centralized document management for real estate is no longer optional—it’s mandatory.

Deal & Transaction Management – Close More Deals, Faster

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Time kills deals. That’s why Deal Manager’s Transaction Management tools are designed to give your agents an edge. Every document, note, and interaction tied to a transaction is recorded and easily retrievable, so your team stays organized and responsive.

Agents can quickly access transaction history, update client details, and track progress—all from a single, user-friendly interface. Whether in the office, at an open house, or working remotely, your team has what they need to move deals forward without delay.

Access Anytime, Anywhere – Real Estate Software Without Borders

Why limit your team’s productivity to office hours? Deal Manager’s cloud-based platform means your agents and staff can work when and where they need to. Scanned documents can be uploaded at the point of entry, whether that’s from a client meeting, open house, or even at the kitchen table.

All parties—agents, administrators, brokers—have secure access to the system 24/7, allowing for seamless communication and document flow.

Business Management for Real Estate Brokerages – Simplify Your Operations

Deal Manager goes beyond transactions. Our Business Management suite was built to support every facet of your brokerage’s back office. From bank reconciliation and invoicing to compliance tracking and tax processing, we offer a comprehensive toolkit to keep your business running smoothly.

Features include:

  • Vendor and customer invoice management
  • Bank reconciliation tools
  • Payroll support with T4A processing
  • Real-time financial reporting and tracking

By consolidating your business operations in one place, you reduce manual errors, improve transparency, and give yourself more time to focus on what really matters—serving clients and growing your brokerage.

Why Brokerages Choose Deal Manager

Real estate professionals need back-office software that works as hard as they do. Deal Manager was developed with feedback from brokers and agents who understand the industry’s unique challenges. Our goal: eliminate inefficiencies, reduce redundancies, and empower brokerages with the tools they need to thrive in a competitive market.

Whether you’re an independent brokerage or a growing firm, Deal Manager helps you:

  • Improve agent productivity
  • Maintain compliance with ease
  • Centralize document and transaction management
  • Simplify business operations
  • Scale without sacrificing service quality

Ready to Simplify Your Brokerage’s Workflow?

Stop wasting time juggling disconnected systems. Let Deal Manager transform your real estate brokerage with a complete, integrated solution built for today’s market demands. Contact us today to schedule a demo and discover how much smoother your business can run.

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Personalized Professionalism

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During our recent sessions of crawling the internet, we seem to encounter more and more ‘lifechanging’ pieces of advice being thrown around to try and help agents and real estate stay on top of their game and innovate the industry…but what happened to just keeping it simple?

It seems that anybody spending too much time in front of a computer or on their smartphone now feels the need to share their ideas on a large scale to pollute the minds of those around them with their fixated ideas. We’re here to tell you to stop listening and start thinking. For instance, if you encounter a headline that resembles the following: 4 reasons Google+ beats out Facebook for real estate, you should probably put your noodle to work a bit before devouring this information like it’s your last meal.

‘Why? What’s wrong with that?’ You’re asking. Now think harder…

There it is! The size of Facebook and Google+’s user base is NOT EVEN COMPARABLE. So just because one self-declared tech expert decides to share their shallowly produced ‘innovative marketing techniques’ just take a step back and question them. Everybody nowadays is a marketing expert, so take what you read with a grain of salt. If it doesn’t sound like something that will work for you, then don’t do it.

It doesn’t take much for a good idea staring you in the face to make a lasting impression, so stick with what seems genuine and thought through rather than adopting a million-and-one different ideas, downloading hordes of productivity apps, and getting roped into the ‘social/e-marketing tips’ newsletter trend.

If you’re having trouble recognizing a new idea, let’s give this one a shot and see if you can see the difference between ‘those guys’ and our guys. Check out our new Deal Manager paperless office solution for agents and brokers. Simplify your business, shrink your briefcase, and save on paper. It’s that simple.

image courtesy of Victor 1558

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Easing Your Way Into 2013

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The end of the world never came, so here we are back to the grind at the start of what we’d like to hope will be another great year.

One of the biggest issues with the new year is getting back into work mode. Everybody suffers from this (you’re lying if you deny it) including ourselves, so we’ve decided to pass along a few tools that will help ease the blow and keep your productivity optimized. We’ve gathered a compilation of some of our favourite extensions for our favourite browser: Google Chrome.

Not a Chrome user? You should be. Here’s a few Chrome extensions and apps to take some of the pain out of your first days back at work.

Short Link Getter: Does it drive you insane when a colleague passes a link along that’s about as long as the first chapter of Lord of the Rings? Fear no more. The Short Link Getter is the perfect tool to add to your browser to have a short URL for whatever page you’re on with the click of a button. No more are the days of copying, pasting into a shortener, re-copying your tiny URL, and sending it off. Just click, copy, and paste.

Google Mail Checker and YouSendIt For Webmail: Like us, many use GMail to keep our e-mail in order; personal or professional. With these two plugins, GMail just got even better. Receive instant inbox updates right to your toolbar with the Google Mail Checker, preventing having to incessantly check your inbox to see if you’ve got mail. Now, you just know. Have trouble sending large files through GMail? Just download the YouSendIt for Webmail extension and watch your fears melt away. Easily attach large files right to your GMail to share them with colleagues and friends alike with the click of a button. No more need 3rd party sites/programs or “WHY WON’T THIS SEND? BE SMALLER!” moments, just a simplified process.

Highlight to Search: One of the smaller aggravations encountered around many offices is the highlight, copy, paste, and search process, which can be tedious when doing ample research. This extension allows for a quick and easy process. Just highlight the keyword, click, and Google it. It’s that easy.

TooManyTabs and Page Snooze: A predominant issue when conducting research is the eventual maelstrom of ‘tabs’ that consumes the top of your browser. Ever wished for a way to save some of these for later, or to organize them is an efficient way? These two extensions allow you to do just that. Organize and categorize your tabs with TooManyTabs, or simply put them to sleep for up to two weeks with Page Snooze. Happy tabbing!

Speed Dial: If you’re a frequent flyer to a set of specific sites, this is your dream. Speed Dial allows users to customize their ‘new tab’ to have a set grid of sites ready to go at the click of a mouse rather than a) remembering them all, and b) typing them in one after the other. Getting to your sources is now a total breeze.

Adblock for Youtube™: Last but not least, we present you the most handy gadget of the bunch. Not because it improves productivity, but because it’s the internet’s Advil when it comes to the ever-annoying ads that YouTube displays before, during, and after their videos. Now you can get back to how it used to be and skip all that garbage with the Adblock for Youtube™ extension.

Now, get out there, download Google Chrome, and start your year off the right way: as easy as possible.

Have some personal favourites that we missed? Be sure to share them in the comments below.

 

image courtesy of Lisa Brewster

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The Power of Customer Service

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Lately we’ve had a bout of bad experiences with horrible customer service, so here we are addressing the issue. When it comes to people doing the absolute bare bones minimum required of their job description as opposed to taking an extra 30 seconds to go the extra mile – heck, not even the extra mile, we’re talking the extra centimeter – there’s honestly very few other social experiences that can achieve the same result: blind rage followed by a stream of tears.

Okay, that have been exaggerated a tiny bit…but the thing is that we do a lot to help people on a day to day basis that doesn’t fall into our job descriptions, and we do it for the sake of being nice, and because we can. Why? We do it with the hope that you’ll be able to reach into your thankful soul and emit some positive energy towards us, or remain a devoted client that much longer, and even spread the word to your friends, all because we kept a smile and helped another human out just because we could.

Despite this, as you mosey on through life you sadly get tossed the total opposite; a range of “people” who couldn’t care if you were asking them for an e-mail address or where they parked their car so you can go raid their parking change. Or even worse, when they won’t even bother trying to help because of a minor policy stipulation…that’s the real rainbow-maker right there.

Customer service IS marketing. Yes indeed ladies and gents. In a world where opinions can be instantaneously and very publicly expressed, where people are also more likely than not to share a bad experience over a good one (for instance, you don’t tell the world about every time you have a meal you like – and if you do you need to lay off the Instagram – but you probably wouldn’t hold back on shooting out a tweet about a god-awful burger you just had), you need to watch yourself and become slightly more considerate, if not for you and your business’ sake, then for the sake of the person sitting across from you or whoever’s on hold as you’re reading this. Good customer service is one of the best marketing strategies you can adopt, period.

All good things take time. To gain a high public opinion of your business operation, you need to nurture every seemingly insignificant interaction you come across. People talk a lot, and on an unprecedented scale to boot. Letting one moody day of yours get between providing nothing short of exceptional service, even though it’s not exactly “your department”, will come back to bite you. Who cares?! Just help the poor guy out. You know how to do it, so choose to do so instead of copping out and finding some rule or policy that you can shove between the two of you like a really thin white Berlin Wall. Step up to the plate – not only does it feel good to help people out, but your business will guaranteed reap the benefits…just give it some time. All it takes is one great customer experience with the right person to spark their public stream of positivity about your business, which will no doubt be heard far and wide by their friends. A few of these great reviews, and voila – people know you as the “good guy”. It’s that easy.

For more office and productivity tips, real estate news, and the environmental updates, check us out on Twitter.

 

image courtesy of isforinsects

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How To Avoid A Heart Attack At Work

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Some days are difficult. Others are even worse. Let’s face it, no matter how much you love your job, there’s always gonna be days that are tough to get through, whether it’s from having way too much to do, or having little to no motivation whatsoever. You know that anxious feeling like you don’t know where to even start? That’s what we’re talking about. It seems to be a vicious cycle because if you don’t tackle the pile right away you tend to get even more anxious about how much work you have to do, and so on and so forth – don’t worry, it happens to the best of us. So, here’s a couple tips to get you through your overcrowded “where do I even start” work day.

Make a list – One of the easiest ways to get all your eggs in one basket is to write down absolutely every little thing you need to get done before the end of your work day. If you’re super busy and were hoping  to get everything done and have time to spare to get ahead on something else, but are getting worried about not having the ti- STOP. Take a deep breath, and stick to your list. If you get everything done in time, then move onto getting ahead on some other stuff. If not, leave it until another day. Nobody’s going to follow you home over it.

Check it Twice Prioritize – Once you’ve compiled your tasks, sort them from highest to lowest importance. This is the most effective way to manage your time in terms of figuring out where you need to be the most focused. If each task equally as important as the next, pick one, stick to it until you’re done, cross it off the list, and move on to the next task; which brings us to our next point.

One Step At A Time – Yes, we all know you’ve heard this probably since elementary school, but that doesn’t make it any less true. Multi-tasking is a virtual impossibility, especially if your head is already cluttered and your heart rate’s starting to rise. Pick a task, take a deep breath, push everything else out of that little brain of yours, and get it done. Once you’ve completed, scratch it off the list, and get going on the next item on your list.

It’s Just Work – At the end of the day, you must remember that it’s just a job. Unless your employment hangs in the balance (in which case you’re probably a little late to be reading this) or your life is in danger, then you need to take a step back, breathe, and realize that this is just work. Despite the fact that it may feel like a life or death situation (because the pressure’s making you feel like you’re about to have a freakin’ heart attack) the clock is still going to turn over to 5 o’clock, and you’re still going to get up and go home to your family, cats, television, or whatever else you may have in store after work. It’s going to be just fine despite the crushing weight of the world being on your shoulders at this point in time. Keep calm and chive on…Now, get back to work!

For more office tips, real estate, and environmental news, be sure to follow us on Twitter and check our blog regularly for updates.

image courtesy of Kai Hendry

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Unplug and Unwind

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Post-vacation season (aka Fall) tends to be dreary for most office and professional types as the days get shorter and the darkness literally closes in. There also seems to be a sentiment of borderline regret in terms of not taking full advantage of the great weather the past few months have delivered…but really, when IS a good time to take a vacation? Never…

At least that’s how most of us tend to feel, because no matter what, at the end of the day, in our absence our presence and position are not compensated by anybody else. Going on vacation tends to be a stressful time for this reason, because there’s a pent up anxitey and guilt revolving around your time off and how much it will impact your workplace and co-workers. There may even be an impending fear of upsetting your co-workers by your not being there, as workloads may be divided out during your absence.

Then, after spending a week of sweating it out, you return to work and, surprise surprise, the building’s still standing, your job’s still there, and nobody hates you. So what’s with all the stress and worries in the first place? We think it’s got a lot to do with being “plugged in” while on vacation, which is ever so easy from anywhere in the world with a wifi connection. Whether you’re only checking e-mails or voicemails, this is not done innocently and should certainly be put on hold for sanity’s sake.

To fully take advantage of your time off, you must fully emerge yourself as opposed to sitting on the sidelines white-knuckle gripping your Blackberry until your next potential e-mail comes through. You took time off for a reason, so commit to it! Don’t worry about work, it’s going to be fine, and most importantly, whatever you do, do matter how hard it is, DON’T check in with work in any way shape or form. In fact, just leave your device locked in your room and turned off so that it’s only there in case of an emergency. Or even better, just leave it at home! How much are you really going to need it while you’re kicking back on a beach sucking back a Mojito anyways?! There’s always next year, so when that time comes around, listen to us and try to unplug so you can fully relax and detach from your nagging workplace and guilty conscience. It’s always worth it no matter how hard it seems to do.

For more office tips or real estate and environmental news be sure to follow us on Twitter and check our blog regularly for updates.

 

image courtesy of Alan Cleaver

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Protect Your Passwords

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In this world of digital dependence we must put a lot of trust in the security of our online information. But as hackers become more sophisticated, it put a lot of our passwords at risk. That is, unless your password is 0123456789, in which case you have just opened the door to even the most amateur to access your account with very little guesswork involved.

This week, over 450,000 Yahoo passwords were stolen, coming not too long after LinkedIn, eHarmony and Last.fm passwords were compromised. According to reports, approximately 230 of the Yahoo passwords were ‘password,’ and understandably some of the easiest and quickest to crack.

This brings about a call for more common sense. Make your password difficult to crack, insert numbers and characters, and change your passwords every so often. What may seem like a pain now pales in comparison to having precious information accessed by the most ruthless hackers later. It takes small steps to protect yourself further, for example, try switching to Google Chrome, the most secure browser. And overall, practice common sense- be weary of what you post on your social media accounts, and update your security software as soon as updates are available. Nothing is ever fool proof, but your chances of being hacked are significantly reduced if you avoid just leaving the door open for anyone to waltz right into your digital accounts.

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Optimum Efficiency

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We seem to talk a little bit on here about how to stay productive, especially in the office, which is a seemingly never-ending battle between employee and workplace. However, today we are going to look at a whole different type of efficiency: energy efficiency. Now, don’t worry, we aren’t preaching energy conservation again; today we’re going to show you how by simply sitting at your desk, whether you’re sending e-mails, taking part in a webinar, or doing absolutely nothing, you can still be efficient…energy efficient that is.

A Swedish designer by the name of Eddi Törnberg has designed what may possibly be the most efficient work station ever. The concept behind this work station is that it runs on energy created by the user while they’re working. For example, the seat of the chair is specially designed to convert body heat into electricity, which can in turn be re-distributed to the work station. Another portion of this sustainable work station is a pressure sensitive carpet, which, if subject to any movement (tapping feet, chair ruffling or rolling, etc.) can generate a charge as well. Lastly, a plant is placed beside the work station creating electricity through photosynthesis and acting very similarly to a potato battery.

Though this is more conceptual than functional, the idea of creating self-sustaining work stations that produce and consume its own electricity is a very strong step towards making sustainable energy achievable and realistic. By simply sitting down and working at a desk, hopefully, one day we’ll be able to entirely depend on the self-produced energy versus 3rd party supply.

photo courtesy of EDDI TÖRNBERG

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