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Enhanced Tabbed User interface for easy navigation and improved workflow.
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Fill out a form – email and/or print – no need to create a transaction first
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Apply one or multiple templates at any time during the transaction
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Right-click to Preview, Print and/or add a form to a transaction
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Drag and drop forms into transactions
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Platform Independent – runs on a PC or MAC
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Scroll through pages of forms
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Automatically saves the transaction (in the background) as users work
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Address Book - stores contact information
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Outbound faxing of documents
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Ability to switch user interface between English and Spanish
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Email selected pages or an entire transaction as single PDF or individual PDFs.
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Auto flow of data from form-to-form
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Fast Fill provides the ability to enter data without the verbiage of the contract
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Strikeout, Clause Editor, Templates, Spell check, Mortgage Calculator,
Sticky Notes and more
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Electronic signature integration available
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Search for documents: Alphabetically, Numerically, Categorized and/or using the “Search” feature
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EXCLUSIVE TO PRO - 100% Internet based - no installation required
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EXCLUSIVE TO PRO - zipVault™ - integrated online document storage
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EXCLUSIVE TO PRO - Integrates with TopProducer 7i and 8i
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EXCLUSIVE TO PRO - Integrates with leading Transaction Management Systems,
including relay®
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EXCLUSIVE TO PRO - Broker Management Tools: Manage agents and transactions. Create Productivity Reports.
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