EZCoordinator in a glance

Created by Ian Agustiawan, Modified on Fri, 17 Feb 2023 at 01:12 PM by Ian Agustiawan

TABLE OF CONTENTS

(A) Essential Real Estate Tools
(B) Real Time Management of Prospects and Listings
(C) Advanced Features and Functions

(A) Essential Real Estate Tools

(A.1) CRM

Store and organize customer data, helping you quickly identify customer needs and provide better services. It also helps businesses track customer interactions and conversations, making it easy for businesses to follow up with customers and keep them informed.

(A.2) Transaction information

Customize your dashboard, so only the relevant information is easily viewable. Info for buyers, sellers, agents, commissions, contracts and contingency dates, and whatever else you need to close the deal.

(A.3) Documents

With unlimited document storage, store and organize your documents and folders in the cloud, giving you access to them anytime, anywhere, from any device. Use our simple drag-and-drop functions to place your documents and files directly into the system. You and the parties of the transaction have 24/7 access.

(B) Real Time Management of Prospects and Listings

(B.1) Tasks

EZ Coordinator’s open platform lets you create unlimited custom task lists to help you manage your to-dos with specific due dates, assign priorities, and schedule automatic email alerts & notes to relay information to all parties about the status of your tasks.

(B.2) Note

Enter notes about your transaction, and then email them to the various parties to keep everyone informed. The notes section will also keep an up-to-date log of your actions, so you'll always be able to track changes that have been made.

(B.3) Changelogs (or Audit logs)

See all the important audit logs of your transaction at a glance. See who had access to what, when, and why.

(C) Advanced Features and Functions

(C.1) Customized fields and sections

Our design provides the opportunity to leverage fully customizable fields so that you can create as many custom fields as you desire. Best of all, there’s no additional cost and our team is available to assist with customization.

(C.2) DocuSign integration

EZ Coordinator has partnered with DocuSign to provide the convenience of e-signatures. You can send documents for signatures directly from your document folder.

(C.3) Advanced user permissions

EZ Coordinator’s permission settings allow you to control who sees or interacts with each part of a transaction. This ensures both privacy and security of information based on the internal and external stakeholder needs.