Archive for the ‘Training’ Category

Is missing a deadline keeping you up at night?

Tuesday, February 7th, 2017
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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
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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
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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…)

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

Monday, May 13th, 2013
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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…)