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www.ziplogix.com/relay
Achieve the Next Level
of Customer Service
relay® the Transaction Management System
(TMS) streamlines workflow and provides
convenient collaboration with clients, agents
and service providers. Track and manage all
transaction information and activities. Users
and clients have access to all transaction
documents with a click of the mouse. relay
demonstrates to clients the valuable services
you provide throughout the transaction.
Manage document versions, visibility, identify and
track signatures across document versions
Automatic notifications keep everyone up to date
on transaction activities, documents, and reminders Email documents directly from relay, also send an
email with a link to record invitees receipt confirmation
Quickly address concerns and collect client testimonials
with built-in customer satisfaction tools
Add a tailored banner, photos of yourself and the
property to be seen throughout the transaction
relay subscribers for both sides can work together
on one central transaction file
Integrate with zipForm® Plus (online version) to import
transaction data and completed forms
Collaboration with Online Convenience
Sell Side Status Date
Seller Buy Side Details
12/08/2009,
13:50 EST
12/08/2009,
13:50 EST
12/08/2009,
Status
Not Started
In Process
13:50 EST
View Documentation
Data
Client Access
Manage document versions,
visibility, and more
12/08/2009,
from within your relay 13:50
account.EST
Identify and
track signatures across document versions. relay
supports signatures in counterpart and digital
signing via zipForm Plus.
Provide clients with the ability to track their
transaction online. From reviewing documents to
tracking activities clients will now be introduced
to a new form of communication during their real
estate experience.
Awaiting Approval
ADD WORKSPACE
Completed
Not Applicable
Checklist Creation
Vendor Access
This customizable activity checklist helps
document the framework for success. Never miss
an activity, lose a document, or forget a contact.
Automatic reminders and easy searches keep
everyone involved in this transaction on track.
Give service providers – Escrow, Title, Inspection,
and more – the opportunity to view or upload
documentation anytime by granting them their
very own username and password in relay.
History
CREATE
TRANSACTION CD
Risk Mitigation
CD Creation Module
Every action in a relay transaction is recorded for
each transaction providing a detailed log. Also
keep clients information safe with secure login
and activity monitoring.
Create product branded client CDs which are an
electronic file of the transaction that mirrors the
interface within relay. Then provide clients with
a custom CD-ROM archive of their transaction,
seller's disclosure CD, etc.
Change Document Status
Clear
GET FROM
ZIPFORM® 6
Approved
Needs Approval
Not Approved
Office Integration
Document Approval
Reduce data entry by connecting with programs
you currently use. Integrate documentation from
zipForm Plus or contacts from MS Outlook® and
Top Producer® 7i and 8i.
The relay document approval tool allows brokers,
managers, and leaders to quickly review and
approve/disapprove files within the account
from any internet connection.