March 29, 2007 at 6:41 am
· Filed under Bites of Buckwheat, SoundBite Bites
Buckwheat and Sparky (aka - Mark and Rich) have added a new tool to SoundBiteBlog for our Clients. This tool is an online Real Estate Transaction Tracking System that provides our clients with 24 hour access to updated information about each individual transaction.
The Transaction Tracker is accessible by the Realtor, Loan Officer and the client. It is a password protected system to maintain the client’s privacy and it is viewable from any computer in the world that has an Internet connection. The Tracker System will itemize every step of our clients’ Real Estate Transaction from Loan Application to Funding. There is an area for the Realtor and the Loan Officer to leave notes and comments for each client.
There is also a “Recommended Reading” section with articles specifically chosen to match the type of transaction each client is involved in. If the transaction is for a First Time Homebuyer, the articles are specific to a First Time Homebuyers’ most common questions. If the transaction involves a rehab loan, the articles are tailored for that type of transaction. The same applies to Adjustable Rate Mortgage Transactions, Bridge Loan Transactions, Reverse Mortgage Transactions, etc.
One of the most common complaints clients voice is not having instant access to their Realtor and Loan Officer. While a phone call from the client’s representative is the perfect solution, it is not always possible. The Tracker System is designed to eliminate the unknown. Our clients can log into the system at any time they choose for an up-to-the-minute report on the status of each transaction.
If you would like to see the Transaction Tracker at work click on this link. You can use a login of “guest” and a password of “guest” to see a dummy deal and how the Tracker System works.
Any Realtors that work with Mark and any Loan Officers that work with Rich are welcome to take advantage of the Transaction Tracking System. It is a great communications and organizational tool for everybody involved in a Real Estate Transaction.
Tagged with:
bremerton real estate •
poulsbo real estate •
real estate transaction tracking software •
silverdale real estate •
soundbiteblog
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Sparky wrote @ March 29th, 2007 at 2:01 pm
Man, oh man! Is this site ever gettin’ SCARY good or what? This is going to be a really AWESOME tool for our clients!
Buckwheat wrote @ March 29th, 2007 at 2:26 pm
Rich, I’ve had 2 requests for access to or copies of the software since yesterday…
Hi guys,
I also use an online transaction management system. Can you tell me the name of the system that you use?
I like our system because it allows us to work in a decentralized manner. I can access the files from home, office or from a clients computer in their home.
Buckwheat wrote @ April 2nd, 2007 at 12:47 pm
Hi Marty,
I haven’t decided on a name for the software yet. I’m still beta testing. So far, so good. I wrote this program myself. I’ve been wanting to for a couple of years. I looked at what was available and the costs involved. I didn’t like what I saw, so I went in this direction.
The clients I have using this love it. My transaction coordinator loves it. I like it (but I’m biased).
I have this installation tied right into the blog. The articles for clients in the “Recommended Reading” section of the interface are pulled right out of the Wordpress database. But, the software can easily be set up on a site that is not a blog site, the Recommended Reading would just not be avaliable (or I could set it up to pull from a central database, I hadn’t thought of that before now).
My employer has asked me to install this on our company website for all 20 of our Loan Officers to use. It’s a great way to offer value added tools to our Realtors.
Which system are you using? I’d like to check it out. I’m always looking for new ideas.
Mark, you mean you can add “software developer” to your list of skills? When do you sleep?
I use a transaction management system also (SettlementRoom), and when necessary I use my clients’ systems with transaction management tools (like Top Producer). What your system has that I haven’t seen in others is the information for the consumer. That is a great plus. A transaction system could have a checklist available to send a buyer/seller information at a certain point in the transaction, but to offer it up to the client to view when they want is a neat tool. I’d love to talk to you more about this when you have time. Unless you want to use that time to get some sleep, that is. 
I’m as impressed as Betsy. I think you’ve gone through way too many toothpicks already (to keep your eyes open). But seriously, I find it incredible that you wrote yourself a program because the ones out there didn’t satisfy. wow. Our state organization has something called Transaction Desk and it’s pretty neat and provides limited access to all the parties involved, including appraisers, inspectors etc. I need to start using it more. Mark, you’re amazing.
I just found you guys (thanks to Ginger Wilcox of Blog By The Bay) and I really like the blog. I was wondering about this Transaction Tracking System…. Could you tell us more? You can contact me via email if you want.
I would love to know more about this software as well. Are you thinking about selling this? Also, there are a couple widget / plugin things on your site here that I’d love to know where you got them. Thanks,
Ed Nailor, Charlotte NC
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