InteliDoc for Real Estate
InteliDoc for Real Estate
InteliDoc for Real Estate will help you save your time, make clients happier, and boost your sales. Designed for competitive and fast-paced environments like real estate, InteliDoce enables you to track prospects, clients and property listings so you are the first agent they remember. It's so easy yet powerful, that you will see why top realtors prefer InteliDoc.
For real-estate professionals, InteliDoc features:
Real Estate Template: Get up and running quickly with built-in document templates like "Seller Home Preparation Checklist" and "Buyer Loan Process Overview".
Track Buyers and Sellers: Store all buyers and sellers' contact information in InteliDoc, along with home inspectors, mortgage brokers, escrow companies and more. Use pre-set fields such as "Property Type" or "MLS Original List Price" to help you track important buyer and seller information.
Action Planner: Plan a series of tasks and appointments in one action or use one of the templates like "Listing property for seller" or "Prospecting" to manage your day-to-day processes.
Time Management: Manage your time more effectively and ensure nothing slips through the cracks – even have your assistant book appointments for you.
Work on your business trip: With InteliDoc you are no longer bound to your office walls. Work as you trip, check projects status from home, or check data when you are on a meeting with important customer.
Communications, Microsoft Office, Email Integration: Personalize letters in Microsoft Word with merge fields. All your communication and contats will be saved in document store.
Document Management: Create an electronic portfolio of all your property listings, photos, flyers, and other documents in one central location.
Web & eCommerce: Capture data from your web forms and process it further in InteliDoc.
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