It’s new, it’s exciting, and it will change the way you do business. It might even save you money. Introducing our latest upgrade to your MLS package, TransactionDesk® by Instanet.
Imagine being able to start a transaction directly from the Matrix listing. Storing all of your documents in the cloud and having them automatically assigned to the corresponding transaction. Writing contracts and getting them signed on the fly. Keeping track of your calls, contacts and activities related to a transaction. All in one place. Without any extra fees.
Now included in your MLS dues, TransactionDesk is a complete transaction management system and it’s fully integrated with Matrix for a seamless user experience. For instance, if you fill out the Residential Data Input Form on TransactionDesk for a new listing, it will auto populate your incoming Matrix listing when you’re done. Any affiliated documents can be stored with TransactionDesk, too so they’re right where you need them, wherever you are.
- InstanetForms® Replaces the need for ZIPForms. Complete online forms and contracts on any device.
- DocBox® All of your documents in one place. No more muddling between two different uploading platforms. Now you can upload any document and have the ability to edit them online. DocBox is a complete paperless online document management and storage solution. Enjoy unlimited storage forever. You’ll no longer need a separate cloud storage system like Dropbox or Google Docs, although they are compatible with TransactionDesk if you need them. Keep them private, for MLS users only, or mark them as public so potential buyers can see them. You’re in control.
- AuthentiSign® E-Signature Tool. Do you use DotLoop, Docusign, or Inked? There’s no need for another service now. With unlimited signatures and transactions, you can legally e-sign documents and forms online.
- InstanetFax®. Unique fax cover sheets with each transaction ensure that incoming faxes from inspectors, appraisers, and anyone else gets correctly filed instantly. Then, take those documents and have them signed, make changes, or save pages to unique files all in the same system. Unlimited inbound and outbound including paper fax to email.
- Customer Portal. Online collaboration and service tools available to clients 24/7.
- Calendar, Appointments, Contacts, Tasks, & More. Track your to-do list, keep records of your calls, store your contacts and calendar all in one place. Takes over a lot of the tasks of a typical CRM software package. Get automated reminders to complete tasks. Managers, you’ll be able to keep track of and review your team’s transactions from any location.
- Start transactions directly from the listing. Simply click on the green Instanet logo under the listing photo and start a transaction instantly. Information from the listing will be automatically added to the transaction, so you don’t have to input it yourself.
- Create your own transaction templates. Customize your templates for the transactions you use most, or use your broker’s templates. If you’re starting fresh, use the wizard to guide you through.
To access this great new benefit, simply log in to NTREIS and click on the Instanet button on the right hand side on the home page. Or, if you’re already in Matrix, click on the TransactionDesk link under External Links on the lower right hand side of your Matrix home page.
Go ahead, give it a try. It’s pretty user-friendly. And watch our e-news for updates on training classes and webinars to teach you all the tips and tricks of TransactionDesk. With its cross-platform flexibility and full integration with Matrix, you’ll be sure to save time and effort with every transaction.
We’re excited to bring you this great new benefit. For questions and technical support, contact the MetroTex MLS-Tech Support line at 214-540-2755.