TCWorkflow Description
TCWorkflow has a lot of features and functionality that are specifically designed to help you be more productive and put money back in your pocket. Your transactions are always built around the tasks you need to complete. You can create reusable templates that you can reuse over and over with our task tools. Task templates allow you to do many amazing things. You can pre-assign tasks to yourself and your team members, set task dates to be added to your Google or Outlook calendars, and make tasks contingent upon one another or transaction dates. You can color code your tasks and set them as recurring. Pin them. Make milestones. Even create parent-child relationships. Real estate professionals must communicate well to be successful.
TCWorkflow Alternatives
Folio by Amitree
Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals.
Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time.
Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy.
Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!
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Top Producer CRM
The Top Producer CRM gives agents the tools they need today to maintain client relationships at all stages of the client lifecycle. Top Producer is more than just contact management. It provides MLS data, email and websites, text, intelligent insight, and automated marketing to keep you top of mind. Top Producer provides a wealth of conversion campaigns, transaction workflows and situational templates that will help you maximize your day.
Keep in touch with contacts by using 360 views and X-Factor insights from social media. These insight auto-update profiles, photos and interests, as well as jobs and locations.
MLS Property Insights Track your client's properties of interests with a free MLS Connection* for listings shown, viewed or inquired about.
Create dynamic workflows starting with a new lead and ending with a close. These will be updated as tasks are completed, minds change, or dates miss.
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Paperless Pipeline
Real estate transaction management does not have to be difficult or complicated. Paperless Pipeline was designed to improve transaction management. There are fewer clicks, clutter, and work. This is better transaction management software for your admins, agents, and company. All transactions and tasks can be viewed on one page. Automate tasks, reminders, and milestones. You can send emails and attachments faster. Simpler is better. Make it easier for everyone. No matter what your work style, you can give your entire company a better way for everyone to stay on track, streamline communication, close on time, and keep things on schedule. You should be focusing on transaction management. You can customize checklists to suit your company. Agents should have the right permissions to access these checklists. Start free of charge
Scale easily. Better transaction management is focused on core features that make a difference, save time, allow companies to grow and scale easily.
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Nekst
Nekst will help you organize your day, manage clients communication and automate follow-up between parties to a transaction. Start with a basic list of tasks and then add or remove dates and to-dos to match your transaction. Set reminders, share tasks, & organize your real estate team. You can create repeatable emails and incorporate them into your checklist. Nekst can either automatically send them at 9am, or you can manually send them with one click. You can create a list of steps that your client can follow. Nekst can be used by your clients in the same way as you do. They will know what to do and when. We collect status updates from title reps, lenders and other parties in the same way that you give feedback after a show. Anyone who wants to make sure they don't miss a detail and offer the best possible service to their clients. Our users include agents, transaction coordinators, and team leaders.
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Pricing
Pricing Starts At:
$49 per user per month
Integrations
Company Details
Company:
TCWorkflow
Headquarters:
United States
Website:
www.tcworkflow.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online
TCWorkflow Features and Options
Real Estate Transaction Management Software
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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