What is a TMS?

TMS is the abbreviation for Transaction Management System, and features can vary greatly among different technology vendors.  While most vendors offer certain basic functionalities, no other TMS on the market offers the professionalism, scope and integration of services that Virtual Office Builder® provides each and every client.

Turn-key Transaction Management

The Virtual Office Builder system provides agents with “wizards” that walk agents and transaction coordinators through the entire transaction set up and management process. In addition, our system incorporates many features and solutions not found in any other TMS.

Transaction Management Wizards

The listing and sales wizards walk agents and coordinators through every step:

Workflow Management

Vendor Services Management

Digital Document Management

Communications Management

Client Management

Marketing Management
 

Workflow Management

Create task and reminder templates for each transaction type.

Create required document templates for each transaction type.

Create vendor services ordering templates for each transaction type.

Communications and Marketing Tools

Online management of all contacts, messages, call logs, and notes.

Automatically generated activity log creates a paper trail.

Listing Survey for agent feedback on listings.

Highly stylized personal Announcements.

Showing Scheduler for showing confirmations and reminders.

Digital Document Management

Receive faxes via email and in your Online Document In-Box.

Organize all of your transaction documents in the Document Manager.

Forward faxes via email, fax, or by allowing others to view online.

Fax documents directly from your laptop.

Vendor Services Management

Automated ordering services

Easy document upload

Complimentary TMS for all your vendors.

Client Management

Allow your clients to access transaction documents online.

Automate reminders and notifications for your clients.

Clients can order a credit report, complete a loan application, generate a prequalification letter, and even get pre-approved for a loan.
 

Transaction Coordinator

Virtual Office Builder allows your transaction coordinator to manage multiple agent transactions using a single login.

Loan Management

Virtual Office Builder enables buyers to log into an agent’s private labeled TMS to complete all required applications, forms and reports. The electronic forms are then delivered automatically to the lender and are compliant with Fannie Mae and MISMO standards. In Beta for select brokers.