Project Description

From Transaction to Closing – How to Automate for Success

Can you list all the moving pieces to a real estate transaction? Inspections, important milestone dates, amendments, possible repairs, critical activities, and key documents can give anyone a headache! And if you don’t have systems in place you might be missing out on opportunities to close more deals. Jackie Egan and Cathy Purcell of RESCU (Real Estate Service Center Unlimited) join Dale Warner (COO of Realvolve) for a unique discussion around how to automate key tasks in the transaction process.

What you’ll learn from watching this video:

  • Tracking all the key tasks from transaction to closing in Realvolve
  • Creating a flexible but repeatable process for every transaction
  • Building workflow activities around milestone dates
  • Rethinking your transaction to closing process with automation

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