All the Features you Need to Become a True
Mobile & Paperless Real Estate Office
Transaction Management
- Automated transaction workflow templates
- Admins get notified when agent completes tasks
- Transaction tasks sync to agents google calendar
- Transaction search with every filter imaginable
- Either admins or agents can create transactions
- Ability to upload multiple transaction documents at once
- Backup transaction documents to google drive or dropbox
- Sync email conversations with transaction contacts (coming soon!)
- Auto complete transaction contacts from Google
- Ability to add notes associated with the transactions
- Automated transaction financials that are calculated based on agent commission plan
- Auto generated escrow letters, paid at closing letters (DA’S), and commission requests
- & so much more…
Transaction Management
- Ability to trigger transaction tasks based on the where you at in the transaction.
- Transaction search with every filter imaginable. (Makes sorting through transactions a breeze).
- Either admins or agents can create transactions.
- Ability to upload transaction documents. (Supports uploading multiple docs at once).
- Ability to add transaction contacts. (Supports auto complete contacts from Google.)
- Ability to add notes associated with the transaction.
- Ability to add sales volume and earned commission info. (Awesome tool for you and your agents).
- Auto generated escrow letters, paid at closing letters (DA’S), and commission request. (Simply set up the template once and forget it!).
E-Signing & Forms Library
Our E-sign feature is fully integrated and included for ALL your agents at no extra cost. We are fully compliant with the Uniform Electronic Transactions Act (UETA) and use the most advanced SHA-1 hashing technology as method of validating all signers.
E-sign features include:
- Ability to merge documents from forms library.
- Ability to add multiple signers and assign signing order.
- Signers can either type or draw signatures.
- E-Sign on computer or mobile device.
- Audit trails and timestamps that track all signer actions validate the integrity of signed documents.
- Assign signed documents to transactions, contacts, or users.
- Customer signing page branded with your Company colors & logo. (coming soon!)
Brokerage Management
Helping you have a streamlined, organized, & paperless brokerage that works like a well oiled machine is what RBO does best, and our Brokerage Management/Company settings module is the place where all RBO automation gets started. In our Brokerage Management module you will be able to customize all RBO settings according to your Company needs, never again will you have to adapt to the specific ways of a software vendor, because with RBO you are in TOTAL control!
Brokerage Management
Helping you have a streamlined, organized, & paperless brokerage that works like a well oiled machine is what RBO does best, and our Brokerage Management/Company settings module is the place where all RBO automation gets started. In our Brokerage Management module you will be able to customize all RBO settings according to your Company needs, never again will you have to adapt to the specific ways of a software, because with RBO you are in TOTAL control!
Check out below some of the awesome settings you will have complete control over! have access to t Here you can customize ALL RBO settings to work & behave which will make managing your Brokerage easier than ever. can configure how you want everthing is set comes together to automate & streamline your Real Estate Brokerage. Check out below the many options available.
Agent Management
Our beautifully designed agent profile pages will put all your agents important information at your fingertips. Here you will be able
Agent Management
Our beautifully designed agent profile pages will put all your agents important information at your fingertips. Here you will be able.
Commission Tracking & Forecasting
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Auto Commission Request & DA Letters
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Auto Commission Request & DA Letters
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Frequently Asked Questions
Didn’t find the answer to your question? Not to worry. You can ask it here
Can RealtyBackOffice transfer my data from another TMS?
YES! Simply provide us with a CSV file containing all your transactions data and we will be happy to migrate your data absolutely FREE!
Does RealtyBackOffice offer training?
YES! With RealtyBackOffice you don’t have to worry about training your agents & staff since just about every week we host live training events.
Does RealtyBackOffice have a storage limit?
NOPE! As long as you have an active RBO account you basically have unlimited storage for documents & Transactions.
How does RealtyBackOffice reduce my legal liability as a brokerage?
With RealtyBackOffice you will have complete visibility of everything happening in your agent’s transactions. You will be able to access all your transactions within seconds and will be able to set workflow templates based on transaction type and agent role in the transaction. In addition RBO will notify you the second an agent completes or uploads important documents so that you can review and make sure the task is in compliance. This will all insure that your agents are ALL following the same protocol which will result in less errors and the ability to detect potential risks before they arise.
Is there an extra cost for the e-signatures account?
Absolutely NOT! Our E-sign software is integrated and included in the pricing just like every other feature that we offer.
How do I get started with RealtyBackOffice?
The first thing you probably want to do is join us for one of our weekly webinars where we go over all of our features and answer any questions you might have. Once you are ready to signup you can click here to get started.
