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Secure Inter-Company Workflows Showing videos tagged Real estate · Show all videos · 🔗 Copy link to these videos
Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:36 Buying a home, part 1: from offer to accepted The buyer signs the offer, the listing agent at another brokerage gets it, the seller counters and the buyer accepts, each step signed. 1:22 Buying a home, part 2: inspection, title and lender The inspector books, reports and signs on site, and the report reaches the buyer, the title company and the lender at once. 1:10 Connected jobs: send an inspection, get billed back The agent matches fields once, the inspector works the job and signs it off, the bill comes back on Net 30 terms and goes on her client's bill with a markup. 1:06 Connected jobs, start to finish: test it, track it, take it back A test run before a real customer, Clear test run, the inspector blocking time to work a job, taking back an overdue job, and the inspector sending back one he can't take. 1:04 Reviews and team business cards After a connected job, the agent reviews the inspector in Find a business and he replies; then an agency adds a designer to its partner kit and prints everyone's cards.
