( 3 min read )
What if you could automatically populate exclusive real estate agreements through 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 time and enables your team to achieve more and focus on what’s important rather than on mundane tasks. At the end of the day, efficiency is key. If you’re looking to streamline and automate your document management, read on.
What is WebMerge?
SweepBright’s integration with Webmerge (via Zapier) enables you to send the data you collect in SweepBright to WebMerge, populating your document templates with your data. 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 an end to manual entries and provides you with the fastest way to streamline your paperwork process.
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
- Companies are overburdened with unnecessary paperwork
Optimizing your Real Estate document management should definitely be part of your 2019 workflow goals.
How does it work?
SweepBright provides a set of pre-made documents including a property sheet, offer, exclusive agreement, and more. They all look awesome and are designed based on real estate best practices worldwide. However, if you want to replace them with your own documents, you can do this by using SweepBright’s ZAP templates between SweepBright and Webmerge.
To set this one up, you will need all of these 3 building blocks:
- An active SweepBright account
- An active Zapier Starter‘s account (or higher*)
- An active WebMerge account