real estate transaction software
Brokerages have a lot of options when it comes to choosing a Transaction Management solution, but for the most part, what they often end up with is something that is identical to what their competitors have down the street. It’s as if brokerages are trapped in a Henry Ford world: “Any customer can have a car painted any color that he wants so long as it is black,” Ford used to tease his sales team.

Trouble is, we live in a world where you can go online and customize your car, from the color of your bumpers, to the look of your taillights. So why can’t you customize your Transaction Management software so that the look and feel of the software is your brand and not the same one your competition uses?

Well, with Form Simplicity, you can, because that’s what brokerages tell us they want.

Importance of Brand
A survey of top real estate executives nationwide said that among “competitive differentiators,” brand was ranked in the top 3 items along with marketing tools and technology and agent productivity. The Thought Leader Survey from marketing firm Imprev also found that brand outranks the leads a brokerage generates for their agents and the company’s culture as a competitive differentiator.

That’s why Form Simplicity offers a level of customization that we believe is unique among leading real estate transaction and forms management choices. Brokers want the look and feel of the tools that they provide agents to reflect their brand. Brand consistency is paramount at leading brokerages and Form Simplicity does not believe that just consumer-facing products should reflect a brokerage’s brand. That’s because a brokerage has two audiences to serve: consumers and their agents. Providing a brand experience to one’s agents is arguably just as important as providing one to consumers. Brand consistency should be for all, not just some.
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Real Estate Transaction SoftwareThe Golden Rule – that one should treat others as one would like to be treated – is a maxim that appears in some form in nearly almost every religion or ethical tradition. But if you have ever been stuck on a technical support call gone bad, you might be convinced that this concept is completely absent in many technical support circles. What’s even worse is when you discover the software that has failed you doesn’t even offer a phone number for tech support and relegates you to send an email or fill out an online form for help!

Our quality support is one topic our competitors probably wish we didn’t talk about when it comes to Form Simplicity, one of the real estate industry’s most popular and advanced paperless real estate transaction management solutions. We don’t just have an edge when it comes to the customer care and support for Form Simplicity, we have created a chasm between our Transaction Management competitors and us.

If you are a real estate brokerage firm, MLS or Association weighing your options when it comes to selecting the right Transaction Management solution, be certain that at the top of your checklist is “Customer Care and Support.” Here’s why. Continue reading

broker risk managementLast fall, Form Simplicity added Broker Transaction Management as a standard feature at no additional cost to customers.

The reason this is significant is that perhaps no task is more mundane – yet more important – than the compliance issues that brokerage management faces. Broker Transaction Management creates a single place for real estate broker-owners to manage, review, approve, track and store every agent’s transaction activity from beginning to end.

It was also the motivation behind deploying these features without any additional costs to Form Simplicity customers because this need is universal: Every brokerage must deal with compliance issues every day. Broker transaction management tools shouldn’t be something you have to pay for separately; it should be a standard feature within every transaction management system.

Risk management
Reducing risk through compliance is a key role for real estate management. These new broker tools reduce risk through a customizable, automated, paperless review process that helps safeguard brokerage transactions to remain compliant.

First, brokers can collaborate with their agents throughout the transaction review process to ensure accuracy across a streamlined workflow. Second, these tools also offer office transparency: brokers track email and text correspondence for every transaction. This not only gives brokers visibility into each agent’s transaction activity, it also allows brokers to evaluate, comment on and approve all forms digitally submitted by their agents. Continue reading

 

In line with our mission to constantly improve the transaction workflow for real estate agents nationwide, Form Simplicity is delighted to announce a recent upgrade of the broker transaction management process within the Broker View settings. The layout has been revamped and updated to include a simple and easier-to-understand process for submitting files for review, a customizable checklist for brokers, and better tracking of agents’ and brokers’ communications throughout the transaction review to ensure compliance and legal procedures are followed.

Within the new upgrade, brokers have the ability to create a customizable checklist for their agents to follow when submitting transactions for review. The list features multiple components of a transaction, such as a residential lease or HOA agreement and does not allow the agent to submit the transaction for review until all required documents have been uploaded. As the agent uploads signed parts of the contract into Form Simplicity, the contract changes color depending on the status, such as red for required, yellow for added and purple for additional files. Once the contract has all necessary files uploaded, and the agent has completed all desired notes to their broker, the contract is submitted and under review once the broker opens the file. Continue reading

The Content tab of your Active Transactions has a new button: ADD FROM CONTACTS. This button allows you to easily access your Form Simplicity Contacts and populate their information to the relevant role they play in the transaction (Seller/Landlord, Buyer/Tenant). With smart, find-as-you-type recognition, you can locate and populate the information quickly into your transactions.

Add From Contacts

Add From Contacts 2

  • Enter the information into the Content tab to auto-populate the information into all the forms in your transaction.
  • Locate  contacts using the “Find Contact” smart-search box (the list is filtered as the agent begins typing in the contact name).
  • Smart drop-down fields allows you to choose which contact is party 1 and which is party 2.
  • Remember to save your changes before exiting the Content tab!

Quickly add the Seller/Landlord and the Buyer/Tenant information to your active transaction using the new ‘ADD FROM CONTACTS’ button.