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Ambassador
3,444,925
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

I'm partial to the ZipForms to DocuSign to TransactionRoom system.

The system is robust-yet-clean, user-friendly and very affordable.

Good luck!

Aug 13, 2019 07:23 AM
Rainmaker
793,027
Doug Dawes
Keller Williams Realty - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

I wish I could be of help to you. Someone will have a good solution for you

Aug 13, 2019 07:22 AM
Rainmaker
1,035,503
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Skyslope

Aug 13, 2019 07:14 AM
Rainmaker
1,559,430
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Geneva Financial, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

I like Skyslope

Aug 13, 2019 08:17 AM
Rainmaker
5,121,039
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
Marketing Agent for The Todaro Team

I'm sure you'll have many answers here.... 

Aug 13, 2019 07:17 AM
Rainmaker
3,128,465
Richard Weeks
Dallas, TX
REALTOR®, Broker

We have used Back Agent for years and love it.

Aug 13, 2019 08:44 AM
Rainmaker
3,213,204
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

My last brokerage used Skyslope and it worked quite well.

Aug 13, 2019 08:42 AM
Rainmaker
1,659,262
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co. Notary Services, retired Realtor

The last office I was in used Skyslope which I HATED but it was the cat's meow for many agents Ruth Jones .

Aug 13, 2019 08:03 AM
Ambassador
2,240,354
Wanda Kubat-Nerdin - Wanda Can!
Prado Real Estate South - St. George, UT
So Utah Residential, Referral & Relocation REALTOR

Paperlesspipeline.com works extremely well. Good luck to you Ruth in finding something that will help to efficiently run your office.

Aug 13, 2019 07:48 AM
Rainmaker
4,574,031
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Ruth,

You have good suggestions here.  A

Aug 13, 2019 07:41 AM
Rainmaker
518,006
AJ Heidmann ~ CRS
McEnearney Associates, Inc. - Alexandria, VA
YOUR Alexandria & Arlington, VA Real Estate Expert

Ruth ~ The firm I am with uses Skyslope, which several others have mentioned.  I would make an additional comment that it is now much easier to use (several updates) from an agent perspective than when we started using it a couple of years ago.

Aug 13, 2019 10:27 AM
Rainmaker
818,692
Mel Ahrens, MBA, Kelly Right Real Estate
Kelly Right Real Estate - Hood River, OR
Customized Choices for your Real Estate Needs

Our brokerage uses Paperless Pipeline; works well for me and the corporate office has not changed the software in the last 3 years. So they are either happy with it or not worth the chaos to change to another software solution.

Aug 13, 2019 01:07 PM
Rainmaker
71,610
Kris Collis, Associate Broker
Smart Way America Realty - East Stroudsburg, PA
Professional Results you Expect 570-507-7510

Have used paperlesspipeline in the past.  Now like Zipforms and Backagent.

Aug 13, 2019 12:27 PM
Ambassador
4,371,024
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

I like dotloop, yet we are currently moving into KWCommand, which seems like it could be much better.

Aug 13, 2019 12:17 PM
Rainmaker
1,557,954
Lyn Sims
RE/MAX Suburban - Schaumburg, IL
Schaumburg IL Real Estate

We use Docusign Transaction Rooms.

Aug 13, 2019 11:20 AM
Ambassador
1,169,719
Jerry Newman
Brown Realty, 210-789-4216,www.JeremiahNewman.com - San Antonio, TX
Texas REALTOR, San Antonio Military Relocation

I love Zip-Forms Plus, the online version, since it's also FREE for TAR(Texas Association of REALTORS), and NAR members. They even have a version for mobile devices too, phones and tablets. 

Aug 13, 2019 10:59 AM
Rainmaker
2,826,521
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

Zip Forms, DocuSign and Excel Spreadsheet is what I use.  I prefer to keep it simple. 

Aug 13, 2019 10:04 AM
Rainmaker
4,160,435
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

We use CTM-econtracts here in Denver, they are wonderful.

Sep 03, 2019 08:52 AM
Rainmaker
3,243,232
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

We have CTME in Colorado that does so much.

 

Aug 15, 2019 02:08 PM
Rainmaker
1,258,158
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

Great answers. We use Form Simplicity 

Aug 15, 2019 01:38 PM
Rainmaker
5,506,543
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Blog about your selection.

Aug 14, 2019 06:06 PM
Rainmaker
1,697,578
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL
www.SIBRealty.org 305-931-6931

We use E-Sign.

Aug 14, 2019 01:03 PM
Rainer
116,885
Christine Kankowski North SD and Temecula
House Match Inc - Poway, CA
Excellent Sales and Property Management

What I liked about Skyslope is that you can send and email, and cc Skyslope and it will attach it to the trasnaction you want.  It saves a lot of uploading time. 

Aug 14, 2019 07:43 AM
Rainmaker
3,365,908
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I am parked and reading suggestions!

Aug 14, 2019 04:48 AM
Rainmaker
1,264,022
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Sorry, I haven't used one of these.  Trello is a popular recommendation, but there are other "Kanban" style programs that get better reviews.

 

I use printed checklists.  May move to something like Trello if I open an escrow company... if I can find one that's encrypted.

Aug 13, 2019 10:43 PM