Donna Jo Merrifield leads a team of 62 brokers and three principal brokers at Coldwell Banker Valley Brokers in Oregon. Learn how she implemented continued agent training, overcame excuses, and led a successful paperless revolution in her company. Successful business …
Continue reading
Tag Archives: real estate transaction management software
Print Transaction Coversheets and Search Unreviewed Docs
Spring is here and we have released a couple of helpful features to make you even more productive!
+ Labels for Transactions + Checklist Auto-assignment + Reusable Message Templates for Notes & Emails + Standardized Document Names + Color-coded Labels for Transaction Docs + Smartphone & Tablet Optimizations _______________________ = One fully-loaded release!
Our new release is fully-loaded to keep you more mobile and productive than ever! Label transactions to identify them easily Auto-assign checklists based on transaction status Save and reuse frequently needed messages Standardize document names across all transactions Label documents …
Continue reading
