Paperless Pipeline
Real estate transaction management doesn’t need to be frustrating and overly complicated. Paperless Pipeline is built for better transaction management. Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page. Automate reminders, tasks, and milestones. Send emails and attachments in less time. Better is simple. Make the process simpler for everyone. No matter how you work, give your entire real estate company a better way to stay on schedule, streamline communication, and close on-time. Focus entirely on transaction management. Customize checklists for your company. Give agents access with the right permissions. Start for free, and
scale with ease. Better transaction management focuses on the core features that make a measurable difference, save time, and allow companies to grow and scale with ease.
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Form Simplicity
In today’s busy real estate world, time is money. Form Simplicity is designed for busy real estate professionals like you to create transactions efficiently while mitigating risks. First, create time-saving templates, groups of frequently used forms, with pre-populated data. Enter data in a field once, and it will automatically populate into all the other standard fields throughout the transaction. Then, import data from the MLS. Form Simplicity’s automation tools reduce typing and increase productivity. eSign, Form Simplicity’s electronic signature solution, saves countless hours by quickly capturing signatures. As a Form Simplicity user, your Libray of Forms includes the most current versions of your association’s, MLS’s, or brokerage’s forms. With Form Simplicity, you can be confident the forms in your clients’ transactions are always up-to-date, protecting you and your clients from risk.
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BoldTrail Back Office
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available.
• Transaction Management
• Commission Automation
• Accounting
• Agent Management
• Reporting and Analytics
In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support:
• Knowledgeable, Responsive Customer Service
• Integration Marketplace and Open API
• Structured Implementation
• Detailed Product Documentation
• Professional Services
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Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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