TransActioner Description
Manage your real estate documents, signatures, and transactions in the easiest way possible. Modern interface.
Save time by using updated State Forms that auto-fill. Create templates. Digital Signatures. Send out forms for digital signatures, with automatic tracking and reporting.
The forms automatically update based on transaction information.
Clients can view all their forms, sign documents and view a schedule of next steps on their own Client Portal.
Forms automatically generate a calendar and deadlines. By clicking on a button, you can share documents with another agent, title company or escrow. Support for Assistants and TCs.
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All-in-one property management software that helps property managers and owners make more money, get organized, and grow.
Simplify property management with easy-to-use, secure, and reliable software.
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BoldTrail
BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.
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AtClose
AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters
vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.
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BoldTrail Back Office
BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience.
Key features of BoldTrail include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes:
- Expert and Responsive Customer Service
- Integration Marketplace along with an Open API
- Organized Implementation Strategy
- Comprehensive Product Documentation
- Availability of Professional Services
This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.
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Pricing
Pricing Starts At:
$19/month
Pricing Information:
Special annual rate: $199/year. Discounts for teams, offices, and brokerages.
Free Trial:
Yes
Integrations
Company Details
Company:
TransActioner
Year Founded:
2023
Headquarters:
United States
Website:
transactioner.com
Media
Agent Dashboard
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
TransActioner Features and Options
Real Estate Transaction Management Software
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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