Real Estate Transaction Management for Busy Agents

An Overview of Services:

Dotloop E-Signature Template Setup provides real estate agents with fully built, ready-to-use document templates designed for accuracy, compliance, and efficiency inside your Dotloop account. We create customized templates with your board and brokerage specific documents that are tailored to how you run your business. Custom setup for brokerage requirements, listing terms, investor clients, and transaction scenarios makes documents consistent, complete, and easy to utilie giving you more time with your clients and less time in the paperwork.

• Build office-specific compliance document templates

• Create listing agreement and offer package templates to reuse on call

• Develop investor-specific and repeat-client document sets

• Standardize document naming and sending packets

• Organize loops for streamlined transaction preparation

Ask how this can be a complimentary add on.

Eliminate repetitive setup and reduce errors with templates built to work the way your business runs.

An Overview of Services:

QuickBooks P&L Setup & Monthly Reporting provides real estate agents with a structured, easy-to-read profit and loss framework aligned with MREC guidelines and industry best practices. You will receive reconciled income and expense categories specific to real estate operations so your financial reporting reflects how your business actually runs.

• Set up income categories aligned with commission structures

• Organize expense categories based on MREC recommendations

• Report cost of sale vs. operating expense tracking

• Configure consistent reporting views for monthly review

• Clean up and reorganize existing charts of accounts when needed
  
  

Gain clarity on where your money is going — and make growth decisions based on clean, organized financial data.