Does the platform require the participation of the other broker or agent, or can those parties send and receive communications without adapting their business rules to yours? In other words, do you have to go to the document to execute or make changes, or does the document go to you for these things to be done?.Does the platform provide timely reminders as contingencies are due to all parties involved?.Does the platform provide calendar-based reminders and automate tasks common to each transaction?.Can it track commissions, expenses, and commission payments to agents?.Can it provide useful business intelligence through reports to help you understand your business and manage it through measurement?.Can it communicate with all of the participants in the transactions?.Does it track the tasks from listing to sale?.Here are 10 questions you should ask about any transaction management software during your research: In a DocuSign Transaction Room, the documents are circulated to the participants, who do not need to be in the “room” to execute, send, or receive the documents.īackAgent provides not only transaction management, but also a full-featured MLS search and company intranet, bringing another dimension to the platform and enhancing the company brand during the process.Īt some point, you may need to choose a form provider, e-signature provider and document handler that integrate most easily and work best in your market. In the dotloop transaction, you create a “loop,” and then you invite others to that loop to interact with the documents. Although many transaction management platforms are available, these two were chosen because they are examples of two different organizational philosophies.
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