TRANSACTION CHECKLISTS

Got an offer accepted?

Sure, there are plenty of tools that track your documents and signatures.  But there’s a lot more than just paperwork to stay on top of.

From opening escrow, to depositing earnest money, to arranging for inspections or repairs, to sending your client a thank-you at the end of the transaction, there’s a lot to coordinate with the buyer, seller, the lender, the title company, and people in your office.

Assign Tasks to Anyone

Assign a task from your checklist to a colleague, the client, a service provider…anyone, with 1 click.

That person will receive a notification by email and by text message, along with a link to the overall checklist, driving directions, etc.

And if they haven’t marked their task as completed by the date it’s due, they’ll get a reminder that morning:

Scheduling

Set a deadline on a task, and if it’s not marked complete by 8AM the morning of that deadline, the person it’s assigned to gets a reminder text message and email.

Add custom fields to a task for dates, company names, contact info–whatever you need.

Add notes to any task to give everyone more information.

Automatic Translation

Anyone involved in the checklist can have every detail, including the notes, translated into Spanish, French, Chinese, or Russian.  And if someone adds a note in any of those languages, it’ll translate that back to English as well.

Keep Everything Organized and On Schedule

With Realty Remotely’s Transaction Checklists:

• $29 per month
• Unlimited number of clients
• No credit card required to try it out