eTRANS
"Browser-based Electronic Transaction Management"
Listing Management and Tracking| Interface to DPN Listings System | |
| Attach a transaction record to an existing listing (either downloaded from your MLS board into the DPN listing system or entered manually). |
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| Modify listing fields if necessary in a browser-based environment (to correct errors from the board). | |
| Modifications made via the web will not be overwritten by subsequent downloads even if the data is not changed on the board. | |
| Generate and manage pre-defined listing activities for each property. |
Contract Management and Tracking
| Interface to DPN Contract Processing and Escrow Systems | |
| Enter a sales contract record in a browser-based environment that will feed to the accounting department edit files (both contract edit files and escrow edit files). | |
| The accounting department will be able to review the records entered into the edit files, make modifications if necessary, and then update these records. | |
| Enter all parties involved on a transaction (sellers, buyers, agents, attorneys, mortgage companies, title company, escrow company, vendors). | |
| Generate and manage pre-defined contract activities for each property. |
Automated Activity Generation
| Attach pre-defined activities to listings and contracts. | |
| Required activities are generated automatically for each property depending on various factors determined by user. Examples: side of transaction, property location, mortgage type, user-defined Y/N questions (i.e. 'Is a termite inspection required') |
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| Scheduled completion date for each activity is determined automatically. | |
| Scheduled completion date can be defined to be a set number of days after the list date, after the agreement date, prior to the settlement date, or after the settlement date, and also takes into consideration the number of days the activity will take to complete. | |
| Activities can be accessed by property, by scheduled completion date range, or by type of activity. Easily determine and manage your daily activities. Past due activities are easily recognizable by color-coded notification. |
Automated Document Creation
| Generate all your required forms populated with data in a PDF file format. | |
| Pre-defined PDF files are set up to include location of inserted fields from the database. | |
| Forms are attached to required activities, and then printable from the activity display screen. | |
| Forms can be defined to have multiple recipients, or parties can be set up for carbon copy. | |
| Multiple forms can be generated into a single PDF file for quicker printing. |
Consumer/Agent Access
| Interface to consumer buyer/seller registration modules. | |
| Registered buyers and sellers can track the status of their transaction in a browser-based environment. | |
| Agents have access to transaction data for each of their clients via the web, as well as the ability to modify certain data. |
Miscellaneous
| DPN branch security controls the transactions that users can modify. | |
| Users can be set up to work as teams so all users on a team can modify the same set of transactions. | |
| Transaction coordinators, managers, agents, consumers, and vendors can be set up to access the Transaction Management module, each with different capabilities determined by their security settings. | |
| Transaction coordinators, manages, and agents will have access to the Transaction Management module via the eSolutions login screen. | |
| Consumers and vendors will have access to the Transaction Management module via a login screen accessible from your company home page. |