Integrations
We Play Nice with Others, RBO can be Integrated with Over 1000 Apps!
G-Suite
If you are a Gmail or Google apps for work user you are going to absolutely love our native integration with G-suite. With just a few clicks of the mouse you can connect your Gmail or google for business account and thats when the magic begins to happen. You see RBO was designed to work with G-suite so it seamlessly integrates with your Google Calendar, Contacts, and Drive.
Now if you are not a Google apps user no worries this integration is NOT mandatory in order to use RBO. FYI: we can also connect and integrate with over 750 other applications using our Zapier integration, please read the section below for more information on Zapier.
Great ways you can take advantage of this integration include:
- Sync transaction Tasks to Google Calendar
- Sync transaction critical Dates to Google calendar
- Sync contacts to Google calendar
- Sync transaction docs to Google drive
- Sync agent docs to Google drive
G-Suite
If you are a Gmail or Google apps for work user you are going to absolutely love our native integration with G-suite. With just a few clicks of the mouse you can connect your Gmail or google for business account and thats when the magic begins to happen. You see RBO was designed to work with G-suite so it seamlessly integrates with your Google Calendar, Contacts, and Drive.
Now if you are not a Google apps user no worries this integration is NOT mandatory in order to use RBO. FYI: we can also connect and integrate with over 750 other applications using our Zapier integration, please read the section below for more information on Zapier.
Great ways you can take advantage of this integration include:
- Sync transaction Tasks to Google Calendar
- Sync transaction critical Dates to Google calendar
- Sync contacts to Google calendar
- Sync transaction docs to Google drive
- Sync agent docs to Google drive
Zapier
At RBO we understand that Apps work better when they are able to effectively speak & communicate with each other and that is why we developed the RBO Zapier app. If you never heard of Zapier it is a software that very easily allows over 750 of the most popular services on the internet to integrate and send data to each other. As you can probably imagine when you connect RBO with Zapier an endless world of integration possibilities become a reality.
RBO & Zapier popular integrations include:
- Quickbooks integration
- Transaction documents backups to Dropbox
- Contacts sync to MailChimp
- Kunversion CRM
- & Many more…
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. We charge a small fee for the data transfer. Please contact us for more information.
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 a free 1-on-1 live demo, 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 start a Free trial.
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