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DirectTM
DirectTM is a web-based transaction
management system with listing, task, document and contact management tools. Through the use of Action Plans
and Auto-populating templates, users are able to automate the transaction process and reduce redundant data entry.
The data is accessible to all parties in the transaction based on the permissions assigned to them as a participant.
This allows users to reduce phone calls, increase quality service and keep a permanent audit trail of all communications
and interaction during the entire pre-listing to post-closing process.
DirectTM Features:
- Listing and Transaction Management
- Versatile Contact Management
- Reliable Document Generation and Storage
- Auto-population of Captured Data into Documents
- Advanced Communications Network via e-mail, fax and phone
- Audit Trail: Computer Time-stamped & Not Editable
- Automated Action Plans, Customized to fit your Business
- Data Import and Export Capabilities
- Consolidated Tasks Lists
- Task Status Tickler System
- Customizable Templates
- Document Posting to Online Transaction
- Production and Inventory Reports
- Private and Shared Services Provider Database
- Work Group Capabilities
- Private Labeling Available
- Scalable - can Upgrade to g3Enterprise
- Data kept Online for Ease of Access (up to 10 years)
- Data can be Exported Easily for Offline Storage
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