11/30/2023 0 Comments Real estate crm transaction management![]() ![]() CRM tools are becoming more important to the daily. Track your tasks and important due dates. A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. Transaction Management Access your transactions, documents, emails, and tasks 24/7. Oh and and off course if you adjust the sales price or any of the line amounts all financials are automatically adjusted accordingly. EZCOORDINATOR works for brokers, agents, and transaction coordinators Put the power to organize transactions, emails, documents, signatures and task management at your fingertips. Long gone are the days of you having to pull out a calculator to figure out who gets what, simply create a transaction and everything is calculated for you. AFrame simplifies your business by providing powerful real estate software to manage contacts, listings, contracts and transactions with ease. ![]() In addition to RBO calculating these standard transaction income & expense items, you or your agents will also be able to add additional income items like: Transaction fees charged to a customer or expense items like: co-broker commissions, referral commissions, and or credits back to a customer. Pipeline CRM is great for: Managing your Sphere of Influence (SOI) Tracking the Transaction Management. (this is all calculated according to the transaction agent’s compensation plan). Drive more revenue as a real estate agent with Pipeline. The next thing RBO will calculate is all of the transaction expenses like: agent commission, Company commission, transaction fees, franchise fees, etc. ![]() Manage all your transaction commissions and payments. The first thing RBO will calculate is the transaction gross commission based on the sales price of the property and commission percentage being earned. Easily create and track transactions, commissions and payments. Automate your entire transaction workflow. Define your project (open house planning, a new direct mail campaign to plan, details for a big. Bring it all together with this Project Tracking Google template. Zoho CRM gives you centralized access to important documents such as property details, service reports and transaction. Get all the pieces and numbers you need for tackling a project in one place. Manage tasks & keep track of transaction deadlines. Here are our top 7 favorite templates for Real Estate businesses: Real Estate Project Tracking Template. Comprehensive real estate transaction management solution that integrates people and software to optimize time management and enhance customer experience. The Transaction Financials feature is one of the features we are the most proud of at RBO! With this feature the moment your agent creates a transaction we will AUTOMAGICALLY calculate all of the transaction financials according to the compensation plan the agent is in. Real estate businesses that trust NetHunt CRM. ![]()
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