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.

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Additional

Add-Ons

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Showing Management

Scheduling.  Automated Feedback Requests. Ratings. Reports.
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Agent Quick Create™

One page data entry for listings and sales.  Customize to capture deal driven disbursement information.
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Agent A/R

Customizable service lists.  Recurring and Batch create.  Accounting Mapping tools.  Disbursement deductions and Invoicing.
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Funds Management

Track the money!  Commissions, Earnest/Escrow/Trust.   Transaction Balance Sheets.  Reconciliation Reports.
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Accounting Integration

Quickbooks.  Microsoft Dynamics GP.  Sage.
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Credit Card Processing

Credit Card and ACH for Agent Billing and Shopping Carts.
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HSF Brand Specific Tools

Databridge 4.  Roster Sync.  Ops Review Report.  Awards.
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Public Website Integration

Push new agents and offices. Photos, Bios, and so much more.
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Revenue Sharing or Sponsorship Programs

Profit Sharing. Downline Management and Payment tools.  Percentages and Caps.
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Membership Tracking and Rebate Programs

Captures. Conversions. Rebate Programs.
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Fax/Email In Support

Send Docs directly into the system.
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Recruiting

Capture.  Assign.  Manage. Convert. Report.
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Title Orders and Searches

 
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Awards and Goals

 
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Education and Courses

 
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Website Integration and Automation

 
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Human Resources

 
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Ancillary Services Bridge

 
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Relocation

 
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EIS

 
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Credit Card Processing

 
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Marketing and Advertising

 
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Dynamic Publisher

 
 
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Are you Stuck?

 

The decision to change systems, or to take on the task of defining your procedures for the first time can be challenging, and is often overwhelming.  We understand the committment it takes on both sides to make these transitions successful and have the tools and experience to ensure a successful transition.

If you would like a short consultation to discuss your specific needs and growth plans we would be happy to help bring things into focus.  

 

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GURU Solutions®
6437 Old Bust Head Road, Broad Run, VA 20137
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