Available Add-Ons
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“When eating an elephant take one bite at a time.”
Creighton Abrams
Lead Management GURU™
This module has everything you need to assign and manage a lead all the way through to the closing, and back again. Leads can be assigned by a centralized department and then tracked all the way through to post closing…
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Feature One: Workflow Management. Using the same ActionPlan applications we can assign tasks, events and documents to specified parties and track the entire life cycle of the lead and activities during the process.
Feature Two: Customized Source of Business editor lets you build and track your sources, define the details or each and categorize them.
Feature Three: Lead Reports offer hundreds of ways to slice and dice your data. Leads, Lead Contract with financials and Lead Conversion rates are just a few of the reporting capabilities offered with this module.
Additional
Add-Ons
Showing Management
Scheduling. Automated Feedback Requests. Ratings. Reports.
Agent Quick Create™
One page data entry for listings and sales. Customize to capture deal driven disbursement information.
Agent A/R
Customizable service lists. Recurring and Batch create. Accounting Mapping tools. Disbursement deductions and Invoicing.
Funds Management
Track the money! Commissions, Earnest/Escrow/Trust. Transaction Balance Sheets. Reconciliation Reports.
Accounting Integration
Quickbooks. Microsoft Dynamics GP. Sage.
Credit Card Processing
Credit Card and ACH for Agent Billing and Shopping Carts.
HSF Brand Specific Tools
Databridge 4. Roster Sync. Ops Review Report. Awards.
Public Website Integration
Push new agents and offices. Photos, Bios, and so much more.
Revenue Sharing or Sponsorship Programs
Profit Sharing. Downline Management and Payment tools. Percentages and Caps.
Membership Tracking and Rebate Programs
Captures. Conversions. Rebate Programs.
Fax/Email In Support
Send Docs directly into the system.
Recruiting
Capture. Assign. Manage. Convert. Report.
Title Orders and Searches
Awards and Goals
Education and Courses
Website Integration and Automation
Human Resources
Ancillary Services Bridge
Relocation
EIS
Credit Card Processing
Marketing and Advertising
Dynamic Publisher
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