Transaction PointOverview and Training Presentation

The Value of TransactionPoint

• A web-based platform that allows access 24/7• Automates the entire real estate transaction from listing a

property to closing the deal• Delivers a consistent service experience to customers• Provides a secure document repository with documents

easily posted via fax, scanner, email or direct upload• Reduces liability risk by adhering to a consistent process

with background logging of key events and communications• Eliminate redundant data entry through interfaces to MLS,

forms, contact management and back office systems• Archive transaction(s) onto a CD for your clients or for your

company records

Broker Benefits

• Agent recruiting and retention• Additional revenue stream through transaction

coordination services• Building of revenue via ancillary services• Risk management and service quality• Improve customer service• Electronic order placement and vendor management• Competitive advantage in marketplace

Agent Benefits

• Frees time to concentrate on generating new business• Provides an excellent listing tool• Provide status using the customer’s preferred method of

communication• Reduces paper work and courier costs• Minimize liability risk and improve service quality• Demonstrate a competitive advantage in marketplace• Provide a branded CD at closing

Our Versions Offered

• TransactionPoint Professional– Full-featured version– Suitable for broker deployment– Electronic ordering– Site administration– Integration with backend systems (accounting, title, escrow)

Features

• Managing parties to the transaction• History logs and audit trail• Transaction archiving• Customer access• Reporting• Site administration• Site branding• Creating transactions• Import from forms• Import from AgentOffice®• Managing activities• Viewing documents• Document management• Managing service orders

Consistent Branding Solution

Transaction point Login with Connect Realty Logo

Client Access Page Branded, and you can login through your agent website

Creating a Transaction

• 3 Easy steps to creating a new transaction• 3 Easy ways to populate Property info from MLS

To Create a transaction.

1. Select Agent

2. Select Rep

3. Enter Property info.

To Populate Property.

1. Search MLS

2. Search by APN

3. Search by Address

Import from ZipForm®/WINforms

Import from AgentOffice

Managing Activities

Insure a consistent service experience with automaticscheduling of tasks and duedates.

Offices can create theirown templates and mixand match

Status Display on Screen

Viewing Documents

• View documents online with ability to assign access rights

Document Management

Upload, scan or email documents into the system or fax them in using barcode coversheets

Complete audit trail of who has viewed the document and when

Document Management Live

• Manage your documents in a real time basis

Printer driver lets yousend documents directlyto TransactionPointwithout printing

Manage Service Orders Electronically

Manage Parties In The Transaction

• Manage Multiple Parties at once

History Logs and Audit Trail

All notes and emails in the Communication Log are automatically date and time stamped and cannot be deleted.

Transaction Archiving

Customer Access

Buyers and sellers can view details of their transactions including task status, documents and orders

Reporting

Reporting (continued)

• Automatically send status via email based on desired frequency

Site Administration (TP Professional)

• Complete Site Administration

Company Roster

Site Branding

Activities/Task -Templates

Additional Training Links

Below are a series of Training Links, just click on the links. If they donot open immediately then copy and paste the link onto your browser.

How to Create a Transaction

http://www.trpoint.com/TPFiles/manual/video/Create_TXN.htmUpdate a Transaction

http://www.trpoint.com/TPFiles/manual/video/Updating_TXN.htmDocument Management overview

http://www.trpoint.com/TPFiles/manual/video/Document_Mgt_Overview.htmActivity and Document Approvals

http://www.trpoint.com/TPFiles/manual/video/Activity_Document_Approval.htmOrdering Services

http://www.trpoint.com/TPFiles/manual/video/Ordering_Services.htmHow to Change Password

http://www.trpoint.com/TPFiles/manual/video/Change_Password.htm