Wise Agent delivers on a user-suggested update.  You can now upload multiple files at one time to your Checklists.  You’ve always had unlimited online document storage within your account, but you had to upload each file one at a time.

Today, however, you can upload as many files at once as you would like!  To do so, open the checklist for a transaction.  At the very top, there will be a tab that says “Attach Files”.  Click there, and you will see that you can now select several files in one upload.  The file description will be created based on the names of the files uploaded.

This feature is only available in Internet Explorer at this time.  If you are using another browser, you will still be able to upload files one at a time.

Keep those great suggestions coming, we love hearing from you!  Click the Contact Us button or find us on Facebook.

There are lots of things that set Wise Agent apart from our competition, and just one of those things is the multitude of content we provide for our members. Wise Agent is proud of our high-quality content, from special occasion email banners to letter campaigns for just about every situation. Here are a few examples:

• Sellers
• Buyers
• FSBO’s
• Short Sales
• Commercial
• Investors

Our users tell us that our letters are very well thought-out and professional. You can print or email any of these letters, and you can even set them up as fully automated drip campaigns. Send them as-is, or edit them if you wish.

If you’re not keeping your name and face in front of your database, we make it easy to do so! And if you have a suggestion for something we can add, please let us know and we will do everything we can to accommodate. Hit the Contact Us button, or find us on Facebook or Twitter.

It is critical that you stay organized throughout your listing and buyer transactions, and Wise Agent offers an easy solution to help you keep on top of the game. Wise Agent’s Transaction Management checklists make it easy to keep track of exactly what needs to be done and when, and then allows you to store that information online for the rest of your career.

Our Checklist features allow you to:

• Save critical dates to your Day Planner automatically
• Store important information about the transaction (MLS number, price, etc)
• Walk through each task, and keep a detailed record of when each were completed
• Link vendors or other contacts that you are working with on the transaction
• Upload all associated documents for unlimited online storage
• Keep date and time stamped notes relating to the transaction

We’ve also made it easy to keep all parties involved and up to date on what is happening with the transaction. You can print or email a summary of the checklist, and even create a custom summary that just includes the information you want to include. Finally, you can take advantage of our Fusion Transaction Management system, which allows you to create a custom web page, unique for each transaction. You can then share a link to that webpage to the involved parties, and keep everyone in the loop!

Many people ask, “Why is this better than other Transaction Management Programs?” For starters, it is included with your Wise Agent account, so you still get to take advantage of all the other great tools we have to offer. Another comment we receive from our members is they like that it’s all one page – you’re not flipping through multiple pages when you are working within one transaction. They also find it’s just generally easier to use and more intuitive.

There are just a few of the reasons – if you have any feedback or questions, we want to hear from you! Comment below, check out our Facebook, or hit the Contact Us button.

There are many ways to learn how to use Wise Agent – from webinars, to recorded video classes, to contacting our customer support team.  We are here for you and will work hard to make your Wise Agent experience a success!

For recorded video classes, please click one of the links below:
New User Training
Marketing Training
Transaction Management Training

For live webinars, click this link to our training schedule.

We can also schedule live webinars on a one-on-one basis, for a team, or for an entire office.  Click the Contact Us button to request a webinar.

Oh, and did I mention that all of this is completely FREE! Whether you are in your free trial or a paying member, support and training are free.  We are still the only company in the industry to provide you with free 24/7 support, and our goal is to always get back to you in 10 minutes or less.  Whatever you need to know, just ask!