Wise Agent’s Real Estate Transaction Management System

<p><span style="font-weight: 400;"><img alt="transaction management checklist and templates on desktops in wise agent" class="aligncenter size-full wp-image-51577" src="/images/blog/transactionmanagement_blogimage-01.png" style="width: 100%;" />The best CRM for real estate agents, Wise Agent, comes stocked with an amazing and easy-to-use real estate Transaction Management system. </span></p> <p><span style="font-weight: 400;">With our Checklist feature, you can easily keep all your buyer and seller transactions organized in one place.&nbsp; This allows you to ditch the files stashed on your desk or documents scattered throughout your computer storage to have everything you need for each transaction kept in one spot on your CRM.&nbsp;</span></p> <p><a href="https://www.thewiseagent.com/">Wise Agent</a> provides customizable templates to help you keep track of all the critical dates, real estate fields, tasks, transaction notes, and contacts necessary for a smooth transaction, creating clients for life!</p> <p><img alt="wise agent checklist template" src="/images/blog/transactionmanagement_checklists-01.png" style="width: 100%;" /></p> <p><span style="font-weight: 400;">Once you have your template designed, you can use it over, and over each time you have a listing or a closing approaching. Wise Agent CRM also provides you with unlimited document storage, so you can upload all the forms and files you need and never worry about running out of space. </span></p> <p><span style="font-weight: 400;">Find all of your transaction and contact notes within your checklist summary and even categorize and search notes you or your team made. </span></p> <p><span style="font-weight: 400;"><img alt="wise agent checklist summary" src="/images/blog/transactionmanagement_checklistsummary-01.png" style="width: 100%;" /></span></p> <p><span style="font-weight: 400;">The checklists include a section that corresponds to your Commission Reports to easily track your sales and commissions. </span></p> <p><span style="font-weight: 400;"><img alt="wise agent transaction checklist add commission" src="/images/blog/transactionmanagement_commission-01.png" style="width: 100%;" /></span></p> <p><span style="font-weight: 400;">Wise Agent has partnered with <a href="https://www.docusign.com/">DocuSign</a> that allows users to automatically save any digitally signed forms once you activate the integration.</span></p> <p><span style="font-weight: 400;">Wise Agent&rsquo;s real estate transaction management system is also very team-friendly. The checklists make it easy to see what tasks each team member is responsible for and when they are completed.</span></p> <p><span style="font-weight: 400;">We&rsquo;ve even added the functionality of assigning tasks to different team members and notifications for those tasks.</span></p> <p><span style="font-weight: 400;"><img alt="wise agent transaction checklist task assigned to team members" src="/images/blog/transactionmanagement_teamsolutions-01.png" style="width: 100%;" /></span></p> <p><span style="font-weight: 400;">Follow along with this video tutorial on how our Transaction Management tool can simplify and streamline your business:</span></p> <p><iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/pmQr1ILp794" width="560"></iframe><br /> <span style="font-weight: 400;">As always, our Customer Support team is standing by to answer your questions and help!</span></p>