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relay® Transaction Management System by zipLogix

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relay® Transaction Management - The Right Tool to Stay Connected

relay® is the Transaction Management System (TMS) that lets you streamline workflow and provide a convenient space to collaborate with clients, agents and service providers throughout the real estate transaction 24/7. relay® tracks and manages all transaction information and activities from listing through closing, including: listing and sale information, transaction contacts, documents, client satisfaction and all communications throughout the transaction. Show your clients exactly what you are doing for them.

One Click and zipForm® 6 Professional and relay® Integrate

relay® TMS offers one-click integration with zipForm® 6 Professional (online version). This integration instantly lets you move transaction data and completed forms from zipForm® 6 Professional to relay® with ease. So you and your clients have instant access to the purchase agreement, disclosures, appraisal verification inspections and all your transaction documents with a click of the mouse.

A secure and complete Document Management tool automatically maintains document revisions and a cumulative history of updates for collaboration and record keeping between all parties.


REALTOR® Controlled Access. You can assign which documents your customer or affiliates have permission to view.

Branded Communications Screen appearance is branded with your company and personal identity.

Product Branded Client CDs. Provide clients with a custom CD-ROM archive of their transaction, Seller's disclosure CD, etc.

24/7 Access. Convenient online system accommodates busy clients, service providers or other team members.

 

 

Click here to see a full list of features >>>

TO ACCESS FULL FEATURES LOGIN OR REGISTER.

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You Are the Brand: How to Build Your Visibility and Still Leverage Your Broker's Brand
Imagine stepping onto a stage where a broad, bright, and commanding spotlight illuminates the entire space. Think of this spotlight as your brokerage's brand. It took years to engineer, perfecting its luminosity to shine over vast audiences, earning trust, reliability, and recognition. Now, picture yourself holding a flashlight – representing your brand. It helps you be focused, agile, and personal. Some agents make the mistake of trying to outshine the vast spotlight with their flashlight, an endeavor as futile as attempting to illuminate a stadium by striking a match. However, the most successful agents understand that the secret to creating a personal brand lies not in competing with the spotlight but in complementing it. Your flashlight, directed wisely, can illuminate the nooks and crannies that a big spotlight cannot reach. With it, you highlight moments with personal touches, intricate details, and unique perspectives. Branding can be a partnership, with the brokerage's brand providing the grand stage and wide-reaching visibility while your personal brand adds depth, color, and texture to the experience. This analogy underscores the importance of leveraging your brokerage's brand's established strength and reach while using your unique skills and personality to enhance and personalize the client's journey, creating a memorable, comprehensive experience that neither could fully achieve on their own. Defining brand value Before exploring how to construct your personal brand on top of your brokerage's foundation, let's define the concept of brand value. Brand value is more than just a buzzword – it's a crucial metric to boost your success in the real estate industry. In essence, brand value is the perceived worth of a brand in the minds of consumers. It's the culmination of every interaction, experience, and emotion that people associate with a particular brand. Think of brand value as the gut feeling someone has when they hear a brand name. Do they feel trust, excitement, and confidence? Or do they feel uncertainty, skepticism, or worse – indifference? The more positive associations a brand evokes, the higher its brand value. The components of brand value Brand value is built with several key components: Recognition: How easily do people recognize and remember your brand? A strong brand stands out in a crowded market and leaves a lasting impression. Reputation: What do people say about your brand when you're not in the room? A brand with a stellar reputation consistently delivers on its promises and exceeds expectations. Differentiation: What sets your brand apart from the competition? A high-value brand offers something unique, whether it's a specialized service, a personalized approach, or an unparalleled level of expertise. Emotional connection: How does your brand make people feel? A brand that forges strong emotional connections with its audience inspires loyalty, advocacy, and repeat business. Investing time, effort, and resources into building your brand value may seem daunting, but the rewards are well worth the effort. A strong brand value can yield significant benefits, such as: Increased customer loyalty: When people trust and value your brand, they're likelier to choose you over the competition, even if it means paying a premium price. More referrals: Satisfied clients who believe in your brand are more likely to refer their friends, family, and colleagues to you, helping you expand your business organically. Enhanced credibility: A brand with high value is seen as an authority in its industry, which can open doors to new opportunities and partnerships. Improved bottom line: Ultimately, strong brand value can lead to increased sales, higher profit margins, and long-term financial success. The role of consistency in brand value One of the core ingredients in building brand value is consistency. Consistency means delivering the same high-quality experience, messaging, and visual identity across every touchpoint, from your website and social media profiles to in-person interactions and marketing materials. Consistency builds trust and familiarity with your audience, reinforcing their positive associations with your brand. It also helps you stand out in a crowded market as people come to recognize and remember your unique brand identity. Your brand versus your brokerage brand Your best approach to constructing your personal brand is to build it upon the foundation of your brokerage's brand. When doing this, always keep the concept of brand value at the forefront of your mind. Your brokerage's brand provides instant credibility and recognition, especially for newer agents who may need an established reputation in the market. By aligning yourself with your brokerage's brand, you can tap into their existing brand equity and use it to your advantage. While your brokerage's brand provides a strong base, your personal brand sets you apart from other agents. The unique combination of your personality, expertise, and approach to real estate makes you memorable and appealing to potential clients. Think of your personal brand as the unique twist that makes you stand out. Making the right brand "alignment" Brand alignment ensures that your personal brand identity, values, and messaging are consistent and cohesive with your brokerage's brand. It involves creating a symbiotic relationship between your personal brand and the larger brand of your brokerage so that they complement and reinforce each other rather than compete or conflict. When your personal brand aligns with your brokerage's brand, you present a unified and professional image to potential clients, colleagues, and the broader real estate market. This alignment can accelerate building trust, credibility, and recognition as people come to associate your personal brand with your brokerage's established reputation and values. How do you make sure your brands are aligned? Visual identity: Your personal marketing materials, such as business cards, flyers, and social media graphics, should incorporate your brokerage's colors, logos, and other visual elements consistently and cohesively. Messaging and values: Align your personal tagline, mission statement, and value proposition with your brokerage's overarching brand messaging and values to complement and reinforce each other. Service and expertise: Ensuring that the level of service and knowledge you provide clients is consistent with the standards and expectations set by your brokerage's brand. Collaboration and engagement: Actively participate in brokerage-sponsored events, training sessions, and community initiatives and showcase these collaborative efforts through your personal brand channels. By aligning these elements of your brand with your brokerage's brand, you create a powerful and cohesive presence that resonates with your target audience and sets you apart in the competitive real estate market. The benefits of brand Having a personal brand that works to leverage your brokerage's brand offers several significant benefits for real estate agents, including: Increased credibility: By aligning your personal brand with a reputable brokerage, you benefit from the trust and credibility that the brokerage has established in the market, which can help you attract and retain clients. Enhanced recognition: Consistently presenting a cohesive and aligned brand identity across all touchpoints helps increase brand recognition and recall among your target audience, making it easier for them to remember and recommend you. Professional support: When your personal brand aligns with your brokerage's brand, you gain access to a wide range of resources, tools, and support systems that can help you grow and succeed in your real estate career. Competitive advantage: By leveraging the strength and reputation of your brokerage's brand in alignment with your personal brand, you can differentiate yourself from competitors and stand out in the crowded real estate market. In essence, developing an effective brand as an agent is about creating a strong, cohesive, and mutually beneficial relationship between your personal brand and your brokerage's brand, which helps you build trust, credibility, and success in your real estate career. Creating your personal brand As you can see, a brand is more than a logo or a brochure. When crafting your personal brand, think about your USP or unique selling proposition. Every real estate agent brings their own style, expertise, and personality to the table. Identify what makes you different and valuable to your clients. Whether it's your unparalleled local market knowledge, your knack for finding hidden gems, or your top-notch negotiation skills, your USP sets you apart. Remember, your brokerage's brand gives you a platform, but your unique traits make you memorable. When you create content, ensure it reflects your personality and expertise. Then, share it across your social media platforms, website, and newsletters. Ensure your content complements your brokerage's brand voice and message, as this synergy reinforces brand cohesion and amplifies your visibility. You can make your brand more visible through networking events, both online and offline. Wear your brokerage's brand with pride and express your personal brand through interactions, insights, and presentations. Your goal is to be remembered as "the agent from [brokerage] who specializes in [your USP]." Sharing client stories and testimonials can highlight your personal brand and benefit your brokerage's brand simultaneously. Your brand is your beacon Remember that your success is intertwined with the collective success of your brokerage. A thoughtful, carefully crafted personal brand that compliments and enhances your brokerage's brand creates a powerful synergy that can help you become more successful. Finally, remember that leveraging technology will also be critical to your brand journey. Ensure you fully leverage the tech tools your brokerage offers. For example, if you use Form Simplicity as your digital transaction management platform, you will benefit from brand alignment. It can help you ensure that every touchpoint – from the digital documents to the follow-up emails you provide your clients – ultimately enables you to demonstrate reliability and credibility, building trust for your business and personal brand. Related stories Are you leveraging networking to boost your business 4 Ways Brokers Can Build Their Brand with Form Simplicity 3 Innovative Marketing Strategies Every Real Estate Agent Needs for Their Listings Tricia Stamper is Director of Technology at Florida Realtors®, which owns both Tech Helpline and Form
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dotloop 2.0 for Agents
Multiple dates Learn about the features available for agents in this new transaction experience. It's all about simplicity and removing unnecessary friction so brokers, teams, agents, and clients can seamlessly collaborate. What you'll learn: How to get early access to the new experience Deep dive into new and exciting features How to share your feedback directly with our developers Register
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New Features for Real Estate Professionals in DocuSign eSignature
Technology is playing a growing role in the day-to-day operations of real estate professionals. Modern technology simplifies common steps that have traditionally been quite cumbersome: scheduling appointments, storing documents, hosting virtual home tours, etc. These tools are also proving especially useful in streamlining the forms and documents real estate agents must complete from listing to closing. Exclusivity agreements, sales contracts and disclosures are just a few of the documents real estate professionals must process for each transaction. Completing heaps of paperwork for each transaction is time-consuming and monotonous. While electronic signature makes some parts of that process simpler, there's a lot of work before and after signature that still needs to be done. Those other agreement steps limit the amount of time real estate agents could otherwise spend generating leads and supporting the needs of their buyers or sellers. They get even more burdensome if the work is done in separate systems or involves manual work like printing, mailing or scanning. Real estate professionals can simplify transactions with DocuSign eSignature for Real Estate, an all-in-one solution for agents to do business faster. Whether using a desktop, laptop, tablet or phone, it provides the tools to access and quickly complete state/local association forms, obtain electronic signatures and organize forms in one centralized place. In this post, we'll share some exciting new capabilities that can be unlocked with eSignature for Real Estate features. These DocuSign tools are built specifically for real estate agents to help them simplify everyday work, spend more time with clients and accelerate deals. Track the end-to-end process with a dedicated transactions workspace With a transactions workspace, agents can easily view all transactions and organize all related documents from a centralized hub. This dedicated workspace connects every step (and the documents that track those steps) in a single digital location. With all these forms in a single location, agents have a simpler, more efficient way of negotiating complex series documents. Cutting-edge agents can use the transactions workspace to simplify access to current state and local association forms. They can prepopulate common data fields and use auto-fill capabilities to quickly pull data from other connected systems and reduce the amount of paperwork that has to be done. With a more uniform process and more information automatically added to forms, the transactions workspace offers real estate agencies a simpler path to compliance and reduces the amount of time spent searching for documents. Respond to time-sensitive documents faster with a robust mobile experience Real estate agents are always on the go. If they need to use a desktop or laptop computer to manage agreements, they'll sacrifice time that they could be spending with clients or on-location at their properties. When documents are time-sensitive, they have to make sacrifices to stay tethered to their computers. A powerful mobile solution is a need-to-have part of the modern agent's toolkit. The DocuSign mobile experience is exactly that; it gives agents the flexibility to work from anywhere. They can use almost any device to create or view any document that is part of any transaction. They can even make updates to envelopes that have already been sent or resume drafts of documents that were started on another device. The ability to manage documents via smartphone will shorten deal close time and improve the experience of buyers and sellers. Those faster transactions will improve client satisfaction and loyalty. They may even be a competitive edge when it comes to winning clients who expect a buying or selling experience full of modern conveniences. Streamline common real estate document actions with real estate forms Whether acquiring new clients or simplifying standard signatures throughout a sale, real estate agents can accelerate deals, reduce errors and spend more time growing their business with real estate forms. 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