How to Select the Right Transaction Management Solution

How to Select the Right Transaction Management Solution

Changes in the real estate industry appear to be reaching a breakneck speed at the moment. Almost every day, we are reading about a major acquisition of a real estate brokerage, MLS, or tech company. Change can be good or bad, but it always brings opportunity.

As a result, many MLSs, associations, and brokerages are having to re-think or re-shop the tech tools and software solutions bought from the company that was acquired. Firms are discovering that what they thought they purchased may not be the service they initially thought it was. It could be a culture change or something more significant: the motives of the acquiring company are incongruent with their own organization’s goals and objectives.

At Florida Realtors, we get it. Finding the right company to partner with today has never been more crucial in light of these acquisitions. When there are changes in ownership to essential software that helps agents and brokers run their businesses – such as their customer relationship management (CRM) or transaction management solution – it is time to reassess.

What do you do?

How do you select the right transaction management solution, for example, if you find yourself reconsidering what you have because of change?

At Florida Realtors, we own and operate Form Simplicity, used by more than a hundred thousand Realtors in Florida and hundreds of thousands of Realtors nationwide. Form Simplicity is a fantastic solution to help run a real estate business. Most importantly, it is now the only transaction management software solution that was created by Realtors for Realtors and is still owned by Realtors.

That provides significant value to an agent’s business because of how Form Simplicity is designed: with the Realtor in mind. Looking for the right transaction management solution isn’t just about features and benefits. When you compare the top five transaction management solutions side-by-side overall, you will see small differences.

How do you choose?

It comes down to how your members or agents and brokers adopt, embrace, and use a transaction management solution as a core function of their daily businesses. Gaining their trust is key. Partnering with Form Simplicity, owned by Florida Realtors, checks the trust box. They know that they are working with an organization that will always have their best interests at heart. Trust is essential to winning over and keeping agents and brokers happy today—and tomorrow.

Another critical factor in selecting the right transaction management solution is how well it can be integrated into your systems and deployed to your members or team. This is where Form Simplicity excels: talk to our customers about our rollout process and the personalized training we provide. We also have a seasoned team that excels at superior customer service. You will love our people and so will your agents and brokers.

Finally, buying any technology solution for the long run comes down to how excellent their tech support is. Fortunately for agents and brokers who use Form Simplicity, they are supported by the No. 1 tech support company in the real estate industry, Tech Helpline.

Will they be there when you need them?

Tech Helpline, like its sister service Form Simplicity, was created by Realtors for Realtors and remains owned by the Florida Realtors. No other tech support firm in real estate better understands how agents and brokers work. Tech Helpline also knows what they need in terms of kind, considerate, and thoughtful tech support.

Form Simplicity users get the best of the best: a US-based (Orlando) crew of top tech analysts offering support in both English and Spanish. Tech Helpline analysts have a combined 300+ years of tech support experience. They work with brokers and agents every day and make sure every question that comes in on a call or online is a positive and memorable experience for those reaching out for help.

The bottom line is every brokerage, MLS, and association today has many choices available for a transaction management solution. If you are reconsidering your decision—or making a selection for the first time—we ask that you look at Form Simplicity. It is the only industry-provided solution that is owned and operated by Realtors for Realtors. Once you consider all the essential factors that can impact your business today and tomorrow, we are confident you’ll select Form Simplicity as your transaction management solution.

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