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What is a TMS?
TMS is the
abbreviation for
Transaction
Management System,
and features can vary
greatly among
different technology
vendors. While
most vendors offer certain
basic functionalities,
no other TMS on the
market offers the
professionalism,
scope and
integration of
services that
Virtual Office
Builder® provides
each and every
client.
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Turn-key
Transaction
Management
The Virtual Office
Builder system
provides agents with “wizards”
that walk agents and
transaction coordinators through
the entire transaction set up and
management process. In addition,
our system incorporates many
features and solutions not found
in any other TMS. |
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Transaction
Management Wizards
The listing and
sales wizards walk
agents and
coordinators through
every step:
Workflow Management
Vendor Services
Management
Digital Document
Management
Communications
Management
Client Management
Marketing Management
Workflow Management
Create task and
reminder templates
for each transaction
type.
Create required
document templates
for each transaction
type.
Create vendor
services ordering
templates for each
transaction type.
Communications and Marketing Tools
Online
management of all contacts,
messages, call logs, and notes.
Automatically generated activity log
creates a paper trail.
Listing Survey
for agent feedback on
listings.
Highly stylized personal
Announcements.
Showing Scheduler
for broker and client showing confirmations and
reminders.
Loan Management
Virtual Office
Builder enables
buyers to log into
an agent’s private
labeled TMS to
complete all
required
applications, forms
and reports. The
electronic forms are
then delivered
automatically to the
lender and are
compliant with
Fannie Mae and MISMO
standards.
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Vendor Services
Management
Automated ordering
services.
Easy document upload.
Complimentary TMS
for all your vendors.
Transaction
Coordination
Virtual Office
Builder allows your
transaction
coordinator to
manage multiple
agent transactions
using a single
login.
Client Management
Allow your clients
to access
transaction
documents online.
Automate reminders
and notifications
for your clients.
Clients can order a
credit report,
complete a loan
application,
generate a
prequalification
letter, and even get
pre-approved for a
loan.
Digital Document
Management
Receive faxes via
email and in your
Online Document
In-Box.
Organize all of your
transaction
documents in the
Document Manager.
Forward faxes via
email, fax, or by
allowing others to
view online.
Fax documents
directly from your
laptop.
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