Contacts sync seamlessly to and from Follow Up Boss and Transactify. Deal information is sent to Follow Up Boss from Transactify so you can launch action plans, emails, and run helpful reports.
Transactify is a brokerage and team management platform. Easily create, distribute and track Commission Disbursement Authorizations (CDAs). Compliance features include document checklists and repositories.
Transactify has a robust suite of analytics tools. Quickly and easily visualize agent production and lead source performance. View your office's production by price range and transaction type. View which escrow officers and lenders you partner with the most. Everything is easily customizable with an almost endless list of settings.
Transactify has contract to close management tools. Easily build and launch task lists and task list templates. Message the parties who are important to any transaction. Track critical dates in a transaction and sync those dates to your calendar. Transactify also offers managed CTC and compliance services.
Transactify has a suite of growth automation tools. Review automation helps you get more reviews from happy clients. Automatically send helpful quality control messages to past clients. Recruiting automation tools help you start conversations with great agents.