Sonoma Enterprsies - Active Agent

Active Agent for Outlook - Property / Transaction Record


Create a record of your listing or purchase transactions that is linked to your Real Estate Contact.

If you just want to maintain a history of what properties you worked with a client on, or you want a tool to help make sure everything gets done for a transaction the property/transaction record provides you with a way to record and manage your transaction all from within Outlook.




Some of the features of the Active Agent Property/Transaction Record

  • Track all the details of the property/transaction; from address and expenses to features
  • A pre-built set of checklists that integrate with your calendar
  • Store up to 8 images for the property
  • Merge flyer text and images into Publisher documents
  • Track all the parties of the transaction and generate a closing party report with all the transaction details including the parties phone numbers and addresses that can be printed, saved or emailed.


General Info - Location Info 

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Referral and Pricing

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Images

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Flyer Text

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Showings

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Transaction Notes

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General Features

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Room Dimensions

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Checklist Pre-Listing

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Checklist - Listing

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Checklist -Inspections

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Checklist -Contract

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Checklist -Pre-Closing and Closing

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Closing Summary Tab

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