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CLIENT MANAGEMENT

Providing Everything You Need To Support Your Business

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Have your paperwork in order before showing homes to your potential buyers. We're here to help set you up with your paperwork to protect your business and client. The service gathers all the necessary paperwork needed to close a property. This includes documents related to representation agreements, wire fraud warnings, state required disclosures. 

Work Desk

Document Preparation: Listing Agreement sent for signatures, State and Brokerage required disclosures sent for signatures, Upload all documentation to Brokerage Compliance.

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CRM (Customer Relationship Management) is an essential tool for any business that wants to build relationships with its customers. A CRM helps businesses understand their customers better by tracking customer data, providing insights, and automating tasks. It helps businesses to manage customer relationships better and improve customer service. Additionally, it helps automate processes, making reaching out to customers easier, increasing sales, and driving more revenue. Finally, a CRM can help businesses build loyalty and strengthen relationships with customers, resulting in increased customer retention and satisfaction.

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