Exploring the Sample Transactions

Group Organizer

Aug 16, 2008 5:46:30 AM

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There is a listing transaction started in Relay and SettlementRoom to get everyone started after logging in.

For those that have already logged in, please add something. Explore the possibilities with things you do in the normal marketing of a new listing... you won't break anything!

That is the purpose of having a Sample Transaction to learn with. Post messages there, or here if you prefer, as you are doing things, even if the message is a request on to do something.

Again, to obtain log on information, please send email to:

Relay@DavidFialk.com

SRLogin@DavidFialk.com

David Fialk
732-283-3400
Group Moderator

Edited by David Fialk on Aug 19, 2008 2:31:13 AM

David Fialk

Group Organizer

Aug 19, 2008 2:28:34 AM

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For those who have logged into either SettlementRoom or Relay to view the Sample Transaction, let's start marketing that listing. Think of it as one of your listings, and make some entries.

This experience of sampling Online Transaction Management can only be benficial if you try it, use it and ask questions.

To obtain log in information, send email request to:

Relay@DavidFialk.com

SRLogin@DavidFialk.com

David Fialk
Group Moderator

Jani Bielenberg, CRS, GRI, MRE, e-PRO

Guest

Aug 19, 2008 3:53:20 PM

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Thank you so much for setting up this experience. I did post a couple things on each site and cruised around. Is there a strong preference over one site from the other? Cost? Settlement Room has a flashier cover. Very attractive layout - but am I missing something more important?

David Fialk

Group Organizer

Aug 20, 2008 1:44:21 AM

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The important aspect of Online Transaction Management is being able to work with your real estate transaction folder online and allow your client the ability to have it right in front of them as well, and have all communication, documents and tasks in one place.

I did log on in and see a few entries you made. I would recommend you upload a document(blank or otherwise) and add a task. You can post some messages and transaction notes. If you mark them to be sent to the Seller and RealTalk Agent as email, I will receive them and copy them here for all to view.

I completed a task in SR, and this what the email looks like which I marked to send to the Seller and the Listing Agent in that Transaction.

ITEM COMPLETION NOTICE

The purpose of this email is to notify you that the following item has been completed:

Task

Subject:
MLS Licensee Detail Report

Comment:
Here is the what the Task Completed email notice looks like.

Description:

For the property at:
123 Unknown St., Unknown, New Jersey, 00000

If you wish to log into this transaction now, you may click the link below:

http://www.settlementroom.com/SR_Main.nsf/RedirectUser?OpenForm

You may reply to this email if you have any questions.

I also added a Website Link in SR, and this what the email looks like which I marked to send to the Seller and the Listing Agent in that Transaction.

NEW WEBSITE LINK ADDED

A new website link has been added to the following transaction:

123 Unknown St., Unknown, New Jersey, 00000

This new website link is copied below for your convenience:

RealTown
http://www.RealTown.com

You may reply to this email if you have any questions.

The Website link is to RealTown, but that could be the link to the seller's property on your Website, a link to the Realtor.com listing or any other other link you would like the Seller to have in front of them.

These sites can be branded as well. The SettlementRoom logo on top of the page can be customized with a personal image.

Whether it is SR or Relay, both systems offer similar features, but in a different format and look.

Regarding pricing, please refer to the the lead dicussion thank you comments and find a contact phone number.

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