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Top 5 Real Estate Transaction Management Software

Home > PDF Business Tips > Estate Transaction Management Software

Many Real Estate professionals find their transactions require a lot of archaic, duplicative, and wasteful paperwork. Save the mother planet by going paperless and just imagine the time and money you would save if you did less faxing, scanning, cross-outs, and initialing. With the right real estate transaction management software at your team's disposal, you will be able to streamline your document preparation and handling, and encourage fast virtual collaboration between brokers, clients, agents, escrow officers, mortgage brokers, and attorneys. Luckily, our team has compiled best real estate transaction coordinator software for you. So save your valuable time and choose any of the listed real estate transaction software.

5 Best Real Estate Transaction Management Software

1. Wondershare PDFelement

real estate transaction management software

Wondershare PDFelement can prove to be a best choice for a real estate professional as their intuitive, office-inspired interface works on PC, Mac, and iOS, and comes with all features installed at an affordable price. Users can keep property listings and presentations up to date with advanced editing tools encapsulated. ZIP and shrink large and media-rich PDF leaflets, brochures, and feature sheets without losing image quality.

  • It allows you to convert any document into a PDF and merge it with other files like Word files, spreadsheets, PowerPoint presentations, and images.
  • Comments, text highlights, sticky notes, and "Sign Here" flags can be used to clarify confusing language on disclosures statements and offer letters.
  • Clients can password protect PDFs containing sensitive client information with 256-bit AES encryption to make sure their important data is in secure hands.
  • Valuable time can be saved by using OCR (Optical Character Recognition) to transform hard copies into editable files.
  • Word documents, property images, financial spreadsheets, and other documents can be merged into one cohesive file.

2. Pipedrive

real estate transaction coordinator software

Pipedrive is a standalone real estate transaction management software with an emphasis on simplicity, visual design and ease-of-use. Pipedrive aims to give managers a clear overview of the company's performance by simplifying the process for salespeople to focus on the right deals at the right times.

Pipedrive's mobile application makes it a good fit for small and mid-sized businesses in nearly any industry. Pipedrive supports integration with Google Apps in addition to extensive customization options, goal setting and reporting.

This real estate transaction management software also provides simple data migration to other common CRM systems—making it easy to get started, or to move to a different system in future.

Anyhow, Pipedrive does not have Outlook integration as yet. Search functionality of Pipedrive sometimes need to refresh the page several times to see the changes. Other than this, the real estate transaction software can take away your stress in no time.

3. PlanPlus Online

real estate transaction software

Created originally for gurus in real estate, insurance and finance, PlanPlus Online helps organizations manage both time and customers. The system features an all-in-one solution for project management, customer relationship management and support, sales automation, email marketing, website integration and more, all accessible from the Web.

Using this real estate transaction coordinator software, businesses can reduce the number of leads lost on transition from phone to database, as well as reducing time-consuming double entry and changing response time.

PlanPlus Online can help organizations create and maintain a cohesive image and tone. Sales reps can spend more time gathering new business and less time sending redundant information with automated messaging. Though, PlanPlus Online is supposed to be not very helpful if you are on a Mac OS or on mobile apps.

4. NetSuite

real estate transaction management software reviews

NetSuite, a real estate transaction management software, boasts thousands of customers globally, serving industries such as wholesale distribution, media/publishing, manufacturing, and retail. Its emphasis on front-and-back office integration.

NetSuite CRM+ offers customer data management, sales force automation, e-commerce, customer data management, marketing analytics, partner relationship management, marketing analytics and more. The functionality of the software for the mobile device is enhanced by the NetSuite for iPhone application.

NetSuite also features an app development platform known as the NetSuite Business Operating Platform that gives tools and resources for developers to plan, build and deploy industry-specific customizations and applications.

5. SAP Hybris

real estate transaction management software

SAP Hybris is an omni-channel commerce platform, allowing products designed to facilitate enterprise companies target, involve, and support their customer base.

SAP Hybris connect with their customers by combining multiple touch-points for businesses, whether it be online, social media, mobile, or print. Marketing applications allows targeting the customer experience across channels by allowing them gather the real-time insights into customer trends. SAP Hybris Service facilitates in managing client self-service, contact centers, and field service tracking.

Multi-site and currency options in this real estate transaction management software make it best for global companies. It delivers a suite of applications that can be utilized to deal with the entire client lifecycle, from marketing and sales, to support and service.

Wondershare Editor

Posted by to Real Estate | Follow @elisewilliams7
Published: Dec 20,2016 14:26 pm / Updated: Jul 05,2017 14:08 pm

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