Advanced Transaction Management Platform for brokers, agents, clients, and all service affiliates
  • Only document management technology in the market that can scale to handle thousands of transactions with ease.
  • Supports electronic signatures.
  • Incorporates rigorous document access rules, collaboration rules for all participants in the transaction.
  • Creates active broker branded home pages for each participant in the transaction including lenders, attorneys, title, escrow, and clients.
  • Enables active participation by service affiliates with abilities to upload documents directly to transaction folders.
  • Handles complex role based access, delegation for all individuals in broker organization including transaction coordinators, file auditors, agents and their assistants.
  • Handles the most complex workflow management across different organization hierarchy.
  • Supports online ordering of services using email and XML based architecture.
  • Alerts and logs for all levels of communication in a transaction.
  • Only product that has Scores of features for Transaction Coordinators for handling large transaction volumes.
  • Company branded archival on CD ROMs for customers and office
  • planetRE Vault feature allows secure storage of transactions for multiple years. Only company to offer secure access using RSA SecurID® token.
Rigorous rules based Audit/Compliance Management for large brokers
  • Companies can define their audit matrix and rules of auditing.
  • Allows single/multiple auditors to work concurrently on files using simple web access.
  • Allows local/central, single/multi stage auditing of files for large brokers – hence providing superior risk management.
  • Integrates with planetRE Money for ensuring that files are audited completely before commission checks are cut.
Special Features
  • Built on Web 2.0 platform. Secure access via major browsers.
  • Privately hosted 24X7 online service with no IT overhead for brokers.