( 3 min read )
What if you could automatically populate exclusive real estate agreements from SweepBright?
The efficiency of any business or real estate agency depends on workflow and streamlining that workflow. The better a process is defined, the more efficient a team becomes. This saves overall time, enabling a team to do more and focus on what’s important. At the end of the day, efficiency is key. If you’re looking to streamline and automate your “document management”.. read on.
What is this great tool called “Webmerge”?
Our integration with Webmerge (via Zapier) enables you to send data you collect in SweepBright to WebMerge so you can populate your own document templates with that data. WebMerge automates and allows you to streamline your document creation so you can bring your sales process to another level. Automatically merge SweepBright data into a PDF, Word document, Excel spreadsheet, or PowerPoint presentation in an instant. As Webmerge states: Your time is valuable. WebMerge puts a stop to manual entries and provides you with the fastest way to streamline your paperwork process. The end.
Common issues that can be resolved?
- Professionals spend 5 – 15% of their time reading information, but up to 50% looking for it.
- 7.5% of all documents get lost; 3% of the remainder get misfiled
- Company being overburdened with unnecessary paper work
Optimizing your Real Estate document management should definitely be part of your 2018 “workflow goals”.
How does it work?
SweepBright provides a set of pre-made documents like a property sheet, offer or exclusive agreement. They all look awesome and are designed based on real estate best practices world wide. However, if you want to replace them by your own documents, you can do this by installing a ZAP between SweepBright and Webmerge.
To set this one up, you will need all of these 3 building blocks: