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Wise Agent Fusion Transaction Management

Fusion Transaction Management is just one of the many benefits to using The Wise Agent. Our Fusion Transaction Management tools empower you to be on time, accurate, and in charge of your business.

Fusion Transaction Management allows all parts of a transaction to come together in one place. The Realtor, Lender, and Escrow officer can now easily keep everyone involved in a transaction up to date on the progress and share all documents to relevant parties. There is no software to download and nothing to install so it easily works with all companies.

There is no longer a need to make multiple calls to check the status of a deal, simply log on to Fusion Transaction Management to see exactly what has been done and what is left to do before close. The number one complaint of real estate clients is that they are not kept informed; never let your clients complain about this issue again. Anytime of day or night your clients will be able to log on and rest assured that their transaction is progressing without having to call you for the update.

 
 
 
 
 
 
 
 

Features

 
Contact Management
Contact Management

Manage your clients easily and effectively.

Transaction Management
Transaction Management

Simplify and organize the transaction process

Time Management
Time Management

Intuitively gain control of your time.

 
Drip Marketing
Drip Marketing

Automated campaigns with professional content.

Document Storage
Document Storage

Unlimited document storage linked to your contacts and transactions.

Marketing Tools
Marketing Tools

Stay connected and build relationships

 

What's Inside

We call it contact management but really it’s all about building relationships! Our powerful Contact Manager makes it easy to store and organize all the information about the people you communicate with to turn your contacts into relationships. Our system goes beyond simple database administration. Time and date-stamped communication helps you create a detailed client story and gives your team a chance to target them at the right time with the right message. Get a lead while on the go? No problem. Sync your contacts with Google and access all of your clients’ information whenever and wherever you are.

Your business only moves as fast as you do. With the Transaction Manager, you stay connected to the people and information needed to close the sale and stay in touch. Keep up with all the critical dates, documents, tasks, information and people involved in each transaction. Create workflows and task lists for each client and share updates & documents using Fusion with everyone involved.

Organize, systematize and boost productivity with our Time Management Toolbox. Link & share appointments to clients & vendors. Set up text and email alerts to anyone on your team for each appointment in our Day Planner. Create daily, weekly or monthly to-do lists for your team and monitor their progress. Fly through your phone calls with a call list that integrates directly with your contact notes. Sync your day planner to your mobile - because time is of the essence in every transaction.

Staying in touch with your database has never been easier! With Wise Agent’s automated drip marketing, you’ll breakthrough inboxes with a stream of fresh content designed to turn a contact into a client for life. Leverage one of our hundreds of templates, customize your campaigns with your latest listings or post a listing directly to your Facebook feed. Create your own custom content or choose from a huge list of stock programs. Then set it and forget it with our simple event setup and watch the leads roll in!

A desktop is no place for important client documents. Wise Agent’s unlimited document storage gives you the freedom and flexibility to store your files alongside your client’s transactions or contact record. Access documents from your tablet, phone or computer and feel confident that your clients’ most important information is stored safely in the cloud.

Blast your brand out to the world and become the go-to expert in your market! Choose from our huge library of high-quality templated letters or html emails to easily keep your name on their mind. Quickly and painlessly create and print mailing labels or envelopes. Stay top-of-mind with a two-page monthly newsletter, pre-designed postcards and a robust library of email and print flyers.

Contact Us!

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Meet Wise Agent
(+1) 480 836-0345 (Support)
16766 E Parkview Ave.,
Fountain Hills, AZ 85268
help@wiseagent.com

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