Benefits of Transaction Tracking Online

SettlementRoom™ Real Estate Transaction Platform

“Where Time Is Money” ... is a “Win-Win” situation for Everyone involved in the Real Estate Transaction. Here’s how and why:

A Definite “Win-Win” for Sellers, Buyers, Everyone

Anyone can be invited to join a SettlementRoom transaction.
There are no limits on amount of usage by invited users, or the number of users you can invite.
Clients get a status report with your banner graphics.
You can order an indexed copy of all of your transaction data and documents on CD.
Redundant faxing, filing, calling, and e-mail are eliminated without sacrificing traditional responsibilities.
Communication with your different audiences is instant and recorded.
You get the ability to define and enforce policy and workflow.
You are always just a few clicks from a report showing all of current transactions and any recent activity.
Automatic notifications, posted messages, and posted documents are delivered to participants by email also.

A “Win” for Seller’s Agent, Buyer’s Agent, Brokers, Assistants

Clients Love It. Gives You More Control. A Definite Competitive Edge.

Buyers and Sellers get web status pages displaying your banner.
Notifications, messages, documents are automatically delivered to the web and go out by email.
Make common documents, tours, disclosures, and information available to your clients 24x7.
Built in Showing Feedback request and reply system.
Fax or email orders from the web to inspectors, escrow, title, etc.
Receive your documents by fax directly into your website for viewing, printing, archiving.
SettlementRoom automatically maintains and updates your task and closing schedule.
Companies can administer large volumes of transactions and get sophisticated reporting capabilities.
Agent, Team, Office, Company or Association, our reports let you manage your business.
Affordable, no set up fees or long term commitments.

A “Win” for Title & Escrow Companies, Attorneys

Save Time. Increase Production. Improve Accountability. Reduce Faxing and Filing.

Works alongside the production software you already use.
Buyers, Sellers and Borrowers get simple, fully branded status reports on the web.
Eliminate faxing and re-faxing documents like the contract, addendums,
HUD-1, disclosures, reports, and even photos, to your clients and service providers.
Automatically create a complete transaction history, including document versions.
Powerful, customizable reports help manage a large volume of current transactions.
Quickly find, view, and sort transactions by date, keyword, case number, etc.
Get calendar and schedule views of closings by date, tasks, and overdue items.
Fax or e-mail orders for surveys, inspections, bring-downs, etc. from your desktop.
Service providers fax their work right back into your website for viewing, printing, archiving.
You can get all of your transactions and documents archived and indexed on a CD each month.
Clients can be automatically notified of task completions, get documents distributed by e-mail, and more.

A “Win” for Closing Coordinators and Virtual Assistants

Improve Service. Increase Tranasaction Volume. Reduce Faxing and Filing.

Use technology to provide superior service and gain a competitive edge.
Buyers & Sellers get fully branded web-based status reports.
Maintain multiple templates (task lists, documents, etc.) for your multiple clients.
Clients and vendors check the web to get the latest data and documents.
Notifications are sent automatically as tasks are completed.
SettlementRoom records every action, creating a full activity history of every transaction.
Your "all transactions" schedule helps manage a large volume of transactions with ease.
Fax orders from the web to your service providers, and receive their return faxes into your website.
Transaction data and documents are archived and indexed for you on CD each month (optional).
Schedule changes and information requests are virtually automatic.
More easily serve out of town clients.

A “Win” for Closing Coordinators and Virtual Assistants

Improve Service. Increase Tranasaction Volume. Reduce Faxing and Filing.

Use technology to provide superior service and gain a competitive edge.
Buyers & Sellers get fully branded web-based status reports.
Maintain multiple templates (task lists, documents, etc.) for your multiple clients.
Clients and vendors check the web to get the latest data and documents.
Notifications are sent automatically as tasks are completed.
SettlementRoom records every action, creating a full activity history of every transaction.
Your "all transactions" schedule helps manage a large volume of transactions with ease.
Fax orders from the web to your service providers, and receive their return faxes into your website.
Transaction data and documents are archived and indexed for you on CD each month (optional).
Schedule changes and information requests are virtually automatic.
More easily serve out of town clients.

A “Win” for Mortgage Brokers and Lenders

Track Open Items. Identify Problems in Real Time. Eliminate Delays. Maintain Control.

Import data directly from your Loan Origination Software (LOS).
Have loan documents delivered directly to your website for review.
More reliable than e-mail and faxing, and provides automatic archiving.
Fully branded status pages for your borrowers.
Track deal changes, communications, and schedule changes in real time.
Communicate instantly and easily with borrowers, vendors, sales, and investors.
Sophisticated real time reports show your pipeline, can be exported or e-mailed.
Fax or e-mail orders to service providers with a single click.
Service providers fax their work back into the website for viewing, printing, archiving.
Save time, as Buyers / Borrowers gladly direct their status questions to the website.
Every website event is date, time and identity stamped for your security.
All data and documents can be indexed and delivered to you on CD every month.