Paperless Office
Recently our office, RE/MAX Associates went intirely paperless including the File Brokerage. The company that was hired to set up the paperless system was SkySlope. While it does have a slight learning curve, after the first transaction, the system is not only easy but it also helps to prevent incomplete files.
From the setup of a listing or a sales transaction, the electronic forms signed through DocuSign or e-Signature are uploaded into the system. The documents are reviewed for completeness by the person designated within the brokerage. Should anything be incomplete or signatures or initials missed, the file coordinator tags the item and explains the error and within the system you can upload a corrected document or a single page as the case may be.
In California, I was a certified trainer for the RELAY Electronic Office provided by the California Association of REALTORS® which is similar in functionality but I am also impressed with the new SkySlope System.
Not having paper files is a true savings of not only paper but of the printing ink and time to process. At the end of the transaction, a CD is produced , a copy of which will go to the client the agent and 2 copies stored as required by law.
If your office has not already gone paperless, I suspect that in all eventuality, it will be. The paperwork processing and storage as required by law has just become a management nightmare and the new electronic systems are real time savers and way more convenient for the client as well. They don't have to store a whole bunch of file papers and can easily store a simple CD. Should it misplaced, a duplicate is easy to produce.
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