The Deal Manager was built from the ground up to include Document Management. This isn’t a 3rd-party add-on, separate software, or an oversight; it’s a fundamental and tightly-knit integration. This feature allows you to attach documents to deals, listings, contacts, vendor invoices, customer invoices, bank reconciliation, T4A processing, and more. The most reliable and convenient way to store, edit, and share all of your documents has finally arrived. You’re welcome.
We work and live in a world that thrives on new technology. Where faster and now are almost too late. This is why our document management solution was created, to help eliminate the constraints of the almost obsolete 9-5 office clock. To help eliminate the need for overstuffed corporate offices where deals used to happen. We all know that more deals get done over kitchen tables then they do within our closing room walls, so why not make those deals easier to process?
That’s where the Deal Manager comes in.
We allow scanned documents to be entered into the deal process as close as possible to the point of entry. This allows all parties involved with the deal with a secure, easy-to-reach place. An easy-to-reach place that your agents can access via the Internet 24/7 – right after coffee and small talk at the Jones’.
In a time where minutes can translate into days for a client, wouldn’t you rather rest easy knowing that your agents can work more efficiently and conveniently? With the Document Management solution, you can do just that. Files are stored in one central place where agents can easily access current and past transactions and recall any deals previously worked on. It’s a central hub for everyone in the office to access files; making conveyancing easier, closing deals faster, and auditing easier.
Thanks to the Deal Manager’s Document Management feature, conveyancing has been delightfully simplified. With all your documents secured in one place,e you can quickly combine and attach files to be forwarded to lawyers and other brokerages with ease. Now you can simplify your business and your day.