<p dir="ltr"><img alt="List of Transaction management softwares that wise agent integrates with and woman holding tablet" src="/images/blog/Transaction%20Management%20Integrations%20Wise%20Agent.png" style="width: 1200px; height: 630px;" /></p> <p dir="ltr">Managing leads, clients, and transactions efficiently is crucial for success in any real estate market. As a real estate professional, you know that staying organized and maintaining a seamless workflow can be the difference between thriving and struggling in this competitive industry.</p> <p dir="ltr">More often than not, technology is the answer to staying organized and on task with your transactions. That&rsquo;s why connecting your tech stack is so important &ndash; it allows you to focus more on building relationships and closing deals while leaving the tedious administrative tasks to technology.</p> <p dir="ltr">At Wise Agent, we understand that our members rely on many different types of technology solutions to run their real estate business. Wise Agent thrives on creating deep, long-lasting partnerships with numerous real estate technology companies to give our members an advantage.</p> <p dir="ltr">The result of that is, as a member, you&#39;ll have access to various transaction management integrations. These integrations are worth exploring and can help streamline your workflow. Let&rsquo;s take a look:</p> <p dir="ltr">&nbsp;</p> <h1 dir="ltr">Dotloop&nbsp;</h1> <p dir="ltr">With the integration of this feature, you&#39;ll enjoy the ultimate convenience of creating loops right from your CRM, allowing you to effortlessly access both systems without the hassle of entering different usernames and passwords every time.</p> <p dir="ltr"><img alt="" src="/images/blog/Wise%20Agent%20Dotloop%20Loop%20Activity.png" style="width: 1000px; height: 579px;" /></p> <p dir="ltr">On the Wise Agent Contact Summary page, users can perform various actions such as creating a new loop, connecting to an existing loop, accessing dotloop templates, starting a new loop or accessing existing loops from Wise Agent property pages, and importing <a href="https://wiseagent.com/blog/wise-agent-partners-with-dotloop">dotloop</a> contacts to Wise Agent.</p> <p dir="ltr">&nbsp;</p> <h1 dir="ltr">Transactions (zipForm&reg; edition)</h1> <p dir="ltr">With this integration, you can enjoy the convenience of a single-sign-on feature, which allows you to access multiple systems without entering separate usernames and passwords.</p> <p dir="ltr">Your contacts are already stored in your CRM, and now you can easily import them into <a href="https://wiseagent.com/blog/wise-agent-crm-now-integrated-zipform-plus">Transactions (zipForm&reg; Edition)</a> whenever needed. Whenever you make changes to a client&#39;s information in zipForm&reg;, the update will automatically be reflected in Wise Agent, eliminating the need for double data entry and seamless working between the two systems.</p> <p dir="ltr"><img alt="" src="/images/blog/zipForm%20Wise%20Agent%20Integration.png" style="width: 1000px; height: 535px;" /></p> <p dir="ltr">Plus, you no longer have to go through the hassle of downloading and uploading files to various platforms. You can now access your files directly from your zipForm&reg; account and attach them to your checklists in Wise Agent or view them on your contact summary page. The Contact summary profile pages in Wise Agent are the hub for accessing the new integration features.</p> <p>&nbsp;</p> <h1 dir="ltr">Skyslope Forms</h1> <p dir="ltr">If you are a Wise Agent member, you can quickly access <a href="https://wiseagent.com/blog/wise-agents-integration-with-skyslope-real-estate-transaction-management">SkySlope Forms</a> features without leaving your client profiles in Wise Agent. The Contact Summary Pages provide all the necessary contact information, attached files, notes, and more. With just a click, you can start a transaction in SkySlope without navigating away from the current page.</p> <p dir="ltr">Once you activate the feature, you can choose to Write a Listing, Write an Offer, Send Documents for Signatures, and View current SkySlope Forms transaction files from within Wise Agent.</p> <p dir="ltr"><img alt="" src="/images/blog/SkySlope%20Wise%20Agent%20Contact%20Summary.png" style="width: 1000px; height: 549px;" /></p> <p dir="ltr">The SkySlope Forms widget will guide you through the process and suggest the most commonly used real estate forms for each action. You can select and choose which documents you need for the transaction.</p> <p dir="ltr">Plus, SkySlope Forms will pull in MLS information, saving you time when starting your transactions. This integration allows you to streamline your workflow and efficiently complete your real estate transactions.</p> <p>&nbsp;</p> <h1 dir="ltr">Brokermint</h1> <p dir="ltr">Wise Agent integrates with <a href="https://wiseagent.com/blog/wise-agents-integration-with-brokermint">Brokermint</a>, an automated back-office system that offers Transaction management, Commission Automation, Accounting, Agent Management, and Reporting &amp; Analytics.</p> <p dir="ltr">Through this integration, Wise Agent members can easily access their transactions in Brokermint from their CRM, saving them valuable time and effort and enhancing their workflow.&nbsp;</p> <p dir="ltr"><img alt="" src="/images/blog/BrokermintWiseAgent71.png" style="width: 1000px; height: 525px;" /></p> <p dir="ltr">Additionally, logging in to Brokermint while working on a Checklist or updating Contact Information is more convenient! From Wise Agent, agents can log directly into Brokermint from a contact summary page, checklist summary page, and the integrations settings page.</p> <p dir="ltr">&nbsp;</p> <h1 dir="ltr">Form Simplicity</h1> <p dir="ltr">Real estate agents and brokers can benefit greatly from integrating Wise Agent with <a href="https://wiseagent.com/blog/wise-agent-crm-now-integrates-with-form-simplicity">Form Simplicity</a>. From Wise Agent, you can access your Form Simplicity account with just one sign-on, making it even more convenient. This platform offers a simple way to manage all your real estate transactions in one place safely.&nbsp;</p> <p dir="ltr"><img alt="" src="/images/blog/FromSimplicityChecklist.png" style="width: 1000px; height: 525px;" /></p> <p dir="ltr">Form Simplicity provides the most up-to-date versions of your association&rsquo;s, MLS&rsquo;s, or brokerages forms, minimizing your risk of errors or mistakes. The platform is mobile-friendly and easy to navigate, allowing you to create offers on the spot and capture signatures quickly with eSign, Form Simplicity&rsquo;s integrated electronic signature service.&nbsp;</p> <h1 dir="ltr">&nbsp;</h1> <h1 dir="ltr">Wise Agent&rsquo;s Transaction Management</h1> <p dir="ltr">As a member of Wise Agent, you receive access to an incredible and user-friendly real estate <a href="https://wiseagent.com/blog/have-you-tried-wise-agents-transaction-management-system-spoiler-alert-its-awesome">Transaction Management system</a>.&nbsp;</p> <p dir="ltr">Our Checklist feature allows for the seamless organization of all buyer and seller transactions in one centralized location, eliminating the need for scattered documents or cluttered desks.&nbsp;</p> <p dir="ltr">Customizable templates are available to keep track of important dates, real estate fields, tasks, transaction notes, and contacts, ensuring a smooth transaction and building lasting client relationships.&nbsp;</p> <p dir="ltr"><img alt="" src="/images/blog/Checklist%20Summary%20Wise%20Agent.png" style="width: 1000px; height: 525px;" /></p> <p dir="ltr">Additionally, Wise Agent has partnered with <a href="https://www.docusign.com/products/electronic-signature">DocuSign</a> to save digitally signed forms upon integration activation automatically. Our real estate transaction management system is team-friendly, with checklists that make tracking individual responsibilities and task completion easy. Our system even allows for task assignments and notifications for team members.</p> <p dir="ltr">With Wise Agent&rsquo;s CRM platform, you can enjoy unlimited document storage &ndash; making it easy to find any completed real estate form attached to a specific contact or transaction whenever needed.</p> <p dir="ltr">No matter what Transaction Management software you use, you can say goodbye to manual data entry, missed deadlines, and disorganized paperwork. Elevate your real estate game through streamlined and efficient processes with Wise Agent!</p>