Transaction Management, Just One More Thing We Offer!
Wise Agent has transaction management systems that will keep a client’s offers, counteroffers, listings, lawyer documents, and all their other paper in one place – online. Using Wise Agent’s contact management software, you can link all the digital paperwork right to a client’s name. Sign into Wise Agent, click on their name and you’ll have all those documents right in front of you; and without ever touching a piece of paper! Whenever you need to, you can send them directly to the client through Wise Agent’s email system. And, if you need a signature from the client, you can take advantage of the DocuSign integration to send it to the client, and then send it back to you – no paper, no hassle.
Not only will you have all the paperwork for one client linked directly to their name, but you’ll have different checklists for them too. So you can cross things off the list as they get done, see what still needs to be done, and then click on the document you need in order to do it. It’s the digital age, no one uses paper anymore. And we don’t think you should have to either.
Filed under: WiseAgent
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