Transaction Management made easy with Wise Agent
Staying organized when it comes to your Listing and Buyer Transactions is critical, and as a Realtor you need an easy solution for staying on top of things. Wise Agent’s Transaction Management tools make it easy to keep track of exactly what needs to be done and when, whether you have one listing or a hundred.
Our Checklist features allow you to:
- Save critical dates to your calendar automatically
- Store important information about the transaction (MLS number, price, etc)
- Walk through each task that needs to be completed, 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
- Easily update the Client and/or other parties that are involved regarding what is happening with the transaction
As an added bonus, all the information is stored within your account, so you can always access it in seconds should you need to.
Wise Agent offers free, live, online webinars focusing on our Transaction Management features. Recently, we recorded one of these webinars. So if you would rather, you can watch an un-edited Transaction Management class at your convenience. Or, you can always check our Online Class Schedule for the next live session.
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 users 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.
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