Set Your Brokerage Up With repree's Back Office Solution

Description


Looking for a system that allows your agents to get documents signed electronically and submit documents directly to conveyancing for review? Look no further!

By training a core group of users and designing the perfect system for your brokerage you'll be paperless in no time.

Beginning with the:

Pilot Group (Super Users) - These super users include a small group of agents and back office team members who will receive multiple training sessions and become repree experts. As more team members begin using repree this core group is able to help with their transition into your brokerage's now fully integrated paperless system designed specifically for your team.



Submission Plans - These activities checklists make it easy for agents to apply plans to their clients and transactions, gather and complete the required documents or tasks and submit required documentation to conveyancing. Activities are then due based on a plan start date and agents can have a daily digest of upcoming, due or overdue activities emailed to them each morning. We'll show you how an then your back office team designs the perfect checklists for your brokerage's needs!

For additional help creating plans check out the repree blog post by CMO Kelley Skar:

http://blog.repree.com/basecamp-checklists



Brokerage Agents - Once the pilot group is familiar with repree and the back office has created the right activity plans for the brokerage you're ready to transition other agents into using the submission features of repree. The pilot group can train and assist these agents making for seamless in-house integration! Send agents who are new to repree your brokerage URL and they can create their repree account and be added to the brokerage plan all at once! Agent already using repree? Just send us an email to support@repree.com with their username and we'll get them added!

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