Product Overview of RealtyBackOffice
RealtyBackOffice is a comprehensive, cloud-based real estate software designed to streamline and automate the operations of real estate brokerages, teams, and transaction coordinators. This all-in-one solution is tailored to manage various aspects of a real estate business, from transaction management and brokerage operations to agent management and client relationships.
Key Features and Functionality
Real Estate Transaction Management
- RealtyBackOffice offers robust transaction management tools, including workflow templates, transaction financials, and automated generation of escrow letters, commission letters, and paid-at-closing letters. These letters are customizable, can include your signature, and are generated dynamically using data from each transaction.
Brokerage Management
- The platform includes features for managing the brokerage, such as custom templates, commission plans, unlimited office management, office announcements, and detailed sales reports. It also allows for agent task tracking and white-label branding.
Agent Management
- Agent management is streamlined with features like workflow templates, agent permissions, activity tracking, recruitment tracking, and production reports. This ensures that agents follow consistent protocols, reducing errors and potential risks.
E-Sign and Forms Library
- RealtyBackOffice integrates e-signature functionality, which is included in the pricing without any additional cost. The platform offers a forms library, audit logs, and the ability to assign signing orders and forms to transactions. Unlimited electronic signatures and reusable signature templates are also available.
Real Estate CRM
- The built-in CRM allows for lead assignment to agents, action plan templates, pipelines, and stages for transaction conversions. It also includes telephony and SMS capabilities to enhance communication.
Integrations
- The software seamlessly integrates with various tools such as G-Suite, Zapier, Mailchimp, QuickBooks Online, and Wave accounting, ensuring smooth data flow and operational efficiency.
Compliance and Risk Management
- RealtyBackOffice enhances compliance by providing complete visibility into all transactions. It notifies administrators when agents complete or upload important documents, allowing for immediate review and ensuring tasks are in compliance. This reduces legal liability by minimizing errors and detecting potential risks early.
Training and Support
- The platform offers extensive training resources, including a knowledge base with videos, monthly online training webinars, and the option for a 15-minute consultation with support specialists. Additional support is available through phone, email, and support tickets.
Pricing and Storage
- RealtyBackOffice provides scalable pricing plans with no contracts, allowing for month-to-month subscriptions. The platform offers unlimited transactions, document storage, and electronic signatures, eliminating storage and transaction limits.
In summary, RealtyBackOffice is a powerful tool for real estate professionals, offering a wide range of features to automate and streamline brokerage operations, enhance agent productivity, and ensure compliance. Its intuitive interface, responsive customer support, and comprehensive integrations make it an ideal solution for managing all aspects of a real estate business.