Certifications
SettlementRoom Feature Overview PRICING INFORMATION Access Free unlimited viewing or use to anyone you invite Option to give invitees a branded view diplaying your banner (no cost) Packages available for offices of all sizes, as well as teams and individual users Documents, Photos, Plans, Links Easily upload documents into your transaction websites Easily email documents into your transaction websites Easily fax documents into your transaction websites Automatically distribute transaction documents from your website Attach transaction documents to orders and emails by just checking a box Invisible security, you easily select who can see each document Any document can be viewed, printed, faxed, emailed to others Just as easily upload photos, spreadsheets, links to websites, tours, etc. Store common documents for use in multiple transactions. Reports Select, sort, view, print, or export reports displaying any type of transaction data Look up transactions by date, name, address, case number, etc. Great for compliance and office management reports Export your reports into spreadsheet format with a few clicks Multi-office and hierarchical reporting Service Ordering Send orders by fax or email with one click User-defined lists of vendors appear on easy to use drop down menus Ordered reports can be delivered by fax back into the website Just check a box to attach transaction documents to your orders or emails Contacts & Communication All participants can post and read messages Message access may be restricted to selected participants Posted messages may also be automatically sent by email Special tools to automatically request and manage Showing Feedback Manage your groups of invitees from one central location Import and manage contact lists, sychronize with MS Outlook** Automatically invite common participants into each new transaction Tasks, Orders, Calendars and Scheduling Tracks tasks, action plans, and orders with printable lists as well as calendar views Key task due dates off of other dates, such as "3 days after listing" Automatic email notifications to your team members and clients upon task/order completion Send automatic email reminder notices to any transaction participant for any task Flagging of past due tasks and orders needing your attention Establish private tasks not visible to your invitees Store task and order lists for instant assignment to new transactions Archiving & Accountability Transaction Archives can be downloaded from the web at any time** All events time/date/identity stamped on site Complete history showing all activities of each participant in each transaction on the website Branding Fully branded client views included Full website company branding available** Registered/Certified Email Send outgoing email "Registered" for legally verifiable content and delivery** Forms and Back Office Software Included integrations with Reveal/Trueforms and AutoContract Zipforms integration at additional cost Integrates with Lone Wolf's industry leading office management software Contact Management and Campaign Management Integrates and Synchronizes with Microsoft Outlook and SR Producer** E&O Insurance Special pricing available to most SettlementRoom users from CRES insurance.
