RealtyBackOffice

RealtyBackOffice is an all-in-one real estate software solution designed to streamline and simplify the management of transactions, e-signing, forms library, commission tracking, and agent management. According to RealtyBackOffice.com, this software is suitable for real estate brokerages of all sizes, from small independent firms to large national franchises, and caters to the needs of real estate brokers, agents, transaction coordinators, and real estate teams.

Key Features

Transaction Management: According to the vendor, RealtyBackOffice provides automated transaction workflow templates and comprehensive search functionality for transactions. Admins can create transactions for both themselves and agents, upload multiple documents, and backup transaction documents to Google Drive or Dropbox. The vendor also states that soon, email conversations with transaction contacts will be able to be synced.

E-Signing & Forms Library: RealtyBackOffice includes integrated e-signature software, ensuring compliance with the Uniform Electronic Transactions Act (UETA) and utilizing advanced SHA-1 hashing technology for signer validation. Users can merge documents from the forms library, facilitate multiple signers with assigned signing order, and enable e-signing on computers and mobile devices. Additionally, the vendor claims that RealtyBackOffice provides audit trails, timestamps, and customizable customer signing pages.

Brokerage Management: According to the vendor, RealtyBackOffice allows for customizable brokerage settings and creation of custom transaction workflow templates. The software supports the management of multiple offices within one platform, offers an office announcements module for effective communication, and provides sales reports, performance tracking, agent task tracking, and white label and customization options for branding.

Agent Management: RealtyBackOffice offers automated agent workflow templates for onboarding, personalized permissions for each agent, agent activity tracking, recruitment tracking, agent document management, and agent production reports for performance tracking, according to the vendor.

E-Sign & Forms Library: RealtyBackOffice includes a company forms library for agents to fill out and e-sign. Users can add categories to forms for easy searching, merge forms and send them for e-signing, and access an audit log and history for document changes and signing events. The vendor also claims that the software provides online and on-the-go signing capabilities, assignment of signing order for multiple signers, and seamless integration with transactions.

CRM: According to the vendor, RealtyBackOffice features a lead assignment feature for office-provided leads, custom action plan templates for effective follow-up, custom pipelines and stages for lead tracking, and seamless conversion of opportunities to transactions. The vendor also mentions that telephony and SMS integration for efficient communication will be available soon.