Sharing Your Outlook with Your In-House and Virtual Team - 10/13/11 12:17 PM
Once again, another company’s invention to create a way to share your Outlook folders with another person on the other side of the world has made my life easier. I found Shared O several years ago while debating between having a client use an online server or backup and send files via email. Either way, both process was a royal pain and required too much work. It has been close the 3 years and we are still on track.
Shared O allows you to share one or several email, tasks, calendar, and contact folders in a flash. The process is so … (0 comments)

Benefits of using an Online Transaction Management System - 10/05/11 09:18 AM
Benefits of using an Online Transaction Management System:
1.      Connects to your Office. You can connect virtually with your office so you can spend less time at your desk. You will have 24/7 access to all of your files.
2.      Document Tracking. Allows the Broker and Agent better document tracking methods. With the increasing requirements established by regulatory agencies, brokers and agents must constantly prepare to have all documents available if an audit is required.
3.      Efficiency. The integrated nature of OTMS eliminates paperwork. Brokers and Agents can now burn each transaction to CD. Most OTMS will allow the Broker or … (2 comments)

Transaction Management Programs - 10/05/11 08:18 AM
There is a growing trend in using online transaction management programs. But are the programs worth the investment? Sure. However, the program selected is only as good as its users.
Some agents equate price with quality, other equate quality with ease of use. As a transaction coordinator, I prefer to place value on the ease of use and security of information. If your buyers and sellers are stumped with the program and find logging in a chore, it might not be worth it. If your clients, are constantly calling because they are having difficulties uploading or download documents, posting messages/notes, or … (3 comments)

 

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