Archive for the ‘Productivity’ Category

Is missing a deadline keeping you up at night?

Tuesday, February 7th, 2017

Have you ever woke up in the middle of the night and realized that you did not send an addendum to the client for signature?  It was meant to be signed and delivered before you finished for the day but with everything else going on it fell through the cracks!!!

So how do you avoid this nightmare scenario?  tcDocs to the rescue!!! (more…)

Happy tcDocs Customer

Tuesday, January 31st, 2017

The cornerstone of our software is happy customers. Below is a testimonial that we received from Travis Morris of Keller Williams who has been using  tcDocs in his business.

If you would like to give tcDocs a go then please contact us for your free 14-day trial.

Save Time by using Auto-Populating Email Templates

Tuesday, January 24th, 2017

As a Real Estate Transaction Coordinator or Assistant do you spend hours writing the same email again and again?  You may already have a template created for those repetitive emails but does your template automatically fill-in the buyer, seller, property address and escrow number?

Well this is where tcDocs can help save you time by having all the information populate automatically within an individual transaction.  You never send the email to the wrong Real Estate Broker because their address as well as those of the other transaction participants are automatically added. (more…)

Smarter Checklists – The Capturing of Your Real Estate Transaction Process

Monday, January 16th, 2017

Looking for something smarter than just a manual checklist on a spreadsheet or fillable PDF to track your transactions? Well tcDocs is just what you’ve been searching for!

One of the many inspirations for us creating tcDocs was the need for a better transaction checklist. We needed a checklist which captured the entire transaction process by automatically generating a schedule of events required to close a transaction. Capturing the transaction process is the heart of tcDocs!

To this end a task within tcDocs has the following capabilities:

  • Defines a step or contingency in your transaction process
  • The task is assigned a duration (number of days) to complete, or in the case of a contract contingency when it will lapse
  • The task’s number of days is used to automatically calculate its due date based on a transaction’s mutual acceptance, closing or even by the completion of a linked task


  • You may have as many checklists as you have agents or transaction types to mimic your transaction process
  • Depending on the transaction you are working, the custom-tailored checklist may be introduced into the transaction which will then define not only what needs to be done but when, AUTOMATICALLY!

Like our users attest you will spend less time tracking transactions and more time attracting more agents!

If you would like to give tcDocs a go then please contact us for your free 14-day trial.

Calculating Dates & Timelines for Real Estate Purchase & Sale Contracts

Thursday, January 12th, 2017

One of the most important duties of the Real Estate Assistant and Transaction Coordinator is ensuring all contract contingencies are monitored so that the Real Estate Broker does not miss a date or deadline.  tcDocs calculates contingency and other contract due dates automatically.  The application saves time and helps the Real Estate Assistant and Transaction Coordinator to be more efficient so they can handle more transactions and clients.

The core of the application is the ability to accurately calculate due dates for contingencies and monitor tasks based on timelines for their completion.

When a checklist is uploaded into a transaction within tcDocs, the application calculates due dates for all transaction tasks based on (more…)

Launching tcDocs Real Estate Transaction Coordination Simplified!

Thursday, January 5th, 2017

Have you ever wanted your own personal Software Designer?

Well that is exactly what tcDocs is based on.  tcDocs provides Real Estate Transaction Coordinators and Assistants their own application, designed and co-developed by a Real Estate Transaction Coordinator for Real Estate Transaction Coordinators.

As a Transaction Coordinator, I knew what functionality I was looking for in Transaction Coordination software, but could not find the exact match I was looking for. So, I resorted to using a spreadsheet to monitor and track my tasks and timelines.

Then my darling Husband (who is a former Aerospace Engineer and continual Software Enthusiast) said he could build an application to help make my Real Estate Transaction Coordination business more efficient, faster and more accurate.

So tcDocs was born! (more…)

The Path of an Escrow

Friday, March 28th, 2014

Once the Purchase and Sale has been drawn up and all parties have signed, we have mutual acceptance. The next step is to open Escrow, however, in some cases both Buyers and Sellers do not always know exactly what Escrows’ role is and what happens next.

The infographic “The Path of an Escrow” below gives your clients a visual timeline of what to expect:


Information courtesy of Escrow Professionals of WA

Top Producer 8i® – Tips for Creating Automated Action Plans

Monday, May 13th, 2013

As a Top Producer 8i Certified Trainer and Consultant I am asked numerous questions about this popular real estate Customer Relationship Management (CRM) but the  one question that comes up more than any other is “How do I set up my Action Plans?”. This is one of the most powerful features of Top Producer 8i, yet in my opinion one of the most underutilized.

We are consistently told that staying in touch with past clients, potential sellers, buyers and your sphere of influence is more cost effective than marketing to strangers. Using Top Producer 8i Action Plans is one of the easiest ways to accomplish this task. They remind you who to contact and when, either by calling, mailing, or emailing and once scheduled the task stays on your to do list for weeks, months and even years.

There are numerous customizable action plans to choose from.  However, (more…)

How to Outsource on a Budget…Really!

Friday, August 24th, 2012

This week Adele talks about outsourcing and as a Virtual Assistant this is a topic close to my heart. There are a lot of my clients who thought they could not afford to hire me and now could not run their business without me!

If there’s been a common theme to my guest posts here, it’s that you need to outsource. Trying to perform each specific task for your business works against your productivity for many reasons. Here are just a few of those reasons: (more…)

Bringing the Laptop on Vacation with You…Without Going Crazy

Tuesday, August 14th, 2012

This week Guest Blogger Adele Jackson suggests taking your Laptop on vacation, is she crazy!!!! Well read on to find out:

In an ideal world, we would go on vacation, leave the laptop at home and never give business another thought. Unfortunately, we don’t live in the ideal world. For most business owners, going on vacation means having to tote the laptop, iPad or other digital device. However, just because you bring it, doesn’t mean you have to have it attached to your hip. Here are some tips that might help. (more…)