Able to capture customers either offline or online
Manages and qualifies leads prior to handoff
System routes client to correct agent in region
Contact Management
Different address, multiple phone numbers, fax numbers, pager numbers, best time to call, email address, etc.
Account status and assigned agent of all leads
Client summary
One pager summary of important events and data that relates to a seller or buyer Contact information Escrow
Service providers
Client log
Other party information
System account history, the ability to track pertinent dates relating to client status changes
Client Messaging
Ability to communicate to a customer status of what is done in the transaction
Document Management
All documents are uploaded to the system for all parties in transaction to view online
Uploaded for archival purposes
Manager or broker has access to those documents from anywhere (home or on the road) so they can lookup a file without having to go to the office
Customer has access to those documents via their InTouch Page for review anytime or anywhere
When documents are uploaded, a message is sent to the customer via the InTouch page
Client Workflow
Transaction Management workflow parsed between transaction manager and agent
Ability to assign tasks from the TM to Sales Associate and vice versa
Appointment, Deadlines and Documents template covers all pertinent details of the transaction
Client log keeps system record of important events with the transaction. Each agent with access to the client file can write to the log. Log provides record of account for legal purposes.
Property types templates
Workflow trigger action items
Integrates to ancillary order management
MLS Tools
General
Centralized RETS compliant database accessed by consumer web site and by eHome agents simultaneously allows agents to push homes to customers, and work together against a file of homes.
MLS data sanitized prior to publish on Web site
Homes organized by type, Special presentation for new home listings and developments. Ability to tag premium homes for featured status on Website site.
Buyer’s Search
Agents can augment a listing by adding additional digital photos, adding notes on the listing, providing information direct to the client’s Web pages
Agents can add homes to a client’s “favorites” file
Agents can save search criteria for a specific client. System will then generate email both to client and agent when a new listing comes up that meets client’s search criteria
Database records, which home listings, an individual clients view. Ability to provide “affinity” listings
MLS data available through PDA applications and wireless phones both to consumers and to agents
Seller
Agent generates CMAs from eHome database. Future ability to generate market reports for brokerage use and consumer
System Tracks number of hits per seller listing (marketing tool for agents to relate to seller)
MLS Import/integration
Customized per MLS and supported and downloaded daily
Consumer Profiling
Aggregate collection of buyer-seller data throughout the transaction
Tracking of ancillary service order types
Ability to track demographic and financial information
Agent Profiling
Agent profiling covers area of service, bio, and broker of record (office information)
Future features is tracking commissions and integration to HR system
Support different home types (FSBO, New Construction, REO, etc.)
RETS standardized system
Easily extended to describe and display New Construction and REO homes
Ability to associate Virtual Tour and Floorplans to homes
Centralized Database
Because the database is centralized, we are able to generate report analysis in the format we are most comfortable with. We publish reports into Microsoft Excel for management review
Single point of entry for all data mean centralize management and backup of company data
Wireless and New Platform
Our solution is based on common internet standards, so we are able to easily adopt new technology platforms
