On-Line Document Preparation Systems for Realtors

Transcription

On-Line Document Preparation Systems for Realtors
We know that one-size solutions do not fit all. With
that understanding, MBAIForms™ document preparation systems are built with the flexibility to meet
the varying needs of MLS’s, Boards/Associations,
and large and small real estate brokers and agents.
MBAIForms™ on the Web provides on-time, anytime, anywhere access to the industry’s highest
quality, most accurate, and easiest to use doc prep
system.
MBAIForms™ provides agents with coherent access
to the sometimes dizzying array of documents issued by the State and local boards and the Broker’s
own in-house documents. Broker’s take advantage
of MBAIForms™ product suite to increase agent
productivity while protecting the Broker’s interest in
all transaction packages created by their agents.
This service, available via Internet using any of the
major internet browsers on PC’s and Mac’s and any
.pdf reader, (no unique software to install), allows
Broker’s and agents to manage and prepare all the
documents necessary to quickly and successfully
close deals.
Integrated with /esignee software to make creating,
distributing and maintaining digitally signed ESIGN
compliant documents fast and easy.
JCAMS Enterprises LLC
4211 Ridge Top Rd #2105
Fairfax VA 22030
Phone (703) 349-6405
E-Mail: [email protected]
www.mbaiforms.com
On-Line
Document
Preparation
Systems for
Realtors
u Fast & Easy
Contract Documents
u Contract Package
Compliance
The MBAIForms™ from
MB Associates, Inc. provides Real Estate Brokers
and agents the fastest and
easiest method for creating transaction packages.
MBAIForms™ “form sets”
are designed to allow even
the most hurried real estate
professional to simply and
quickly complete and produce transaction packages
that protect the Broker’s
interests and meet the client’s needs.
MBAI actively maintains
awareness of the changes
made by boards to keep up
with the changing document
requirements for contracts.
If a document is available
from one of the associations whose documents we
provide, or from the broker,
you can be sure the MBAIForms™ on the Web are up
to date and are the documents used by agents. You
have no need to update bins
with paper forms. All updates are done by MBAI.
u Flexible Transaction
Package Content
MBAI recognizes that larger
real estate firms with multiple offices across a state
have unique requirements in
each office. MBAIForms™
is designed with the flexibility to organize forms packages to meet those needs,
providing the Broker/Owner
the benefits of consistent
agent training and reduced
complexity and cost.
u Live Customer Care
MBAI provides technical
support during extended
business hours. Our trained
and knowledgeable technical support staff will help
you with your product questions. We know what it’s like
to be left in an On-line Help
maze and to be on hold for
eternity, or never to receive
the requested call back. We
avoid that with our attentive
and responsive customer
service personnel. We’ll answer your questions quickly,
effectively and efficiently
and help you get right back
to your business.
u No Unique Software
Since MBAIforms™ DOC
PREP SYSTEMS use any
browser and any pdf reader
there is nothing special for a
Network Administrator to do
to allow the system to work
on a local area network.
No worries about viruses,
phishing, or other problems
introduced when installing
unique software packages.
u Integrated esignee
electronic signature service
esignee is available as a
stand alone ESIGN service
or seamlessly integrated
with MBAIForms™ systems.
The idea behind esignee
is very simple. You can get
your contract documents
signed online in a matter of
minutes!
MBAIForms™ is compatible with Internet Explorer,
Apple Safari, Mozilla Firefox, Google Chrome browsers on Windows PC’s, Apple Mac’s, iPad and other
tablet computers, and some Android based devices.
Documents generated by MBAIForms™ are compatible with any .pdf reader, including Adobe™ Reader,
Foxit PDF Reader, Nuance PDF Reader, and others.
Documents generated by MBAIForms™ can be
used with any e-sign systems, such as Docusign,
EchoSign, and ./esignee. Additionally MBAIForms™ is seamlessly integrated with ./esignee
which allows agents to prepare and obtain signed
documents over the web within minutes.
• Start a contract at the office - complete on your
laptop or tablet or vice-versa – Need to modify
or correct information for a contract package and
you are at a different computer or tablet? Open
your existing data file, saved on the mbaiforms™
server, modify the information and rebuild your
document package or any page or pages in it.
• Unlimited transaction data files – Store unlimited
numbers of transaction data files. No need to
purchase storage space for transaction data files.
• Save and re-use your data files – Want to use
existing data for another property or another offer? Open an existing data file, “Save As…” using
a different file name, make the changes needed.
Quick and Easy!
• E-Mail – Contract packages can be emailed directly
from the MBAIForms.net server with your message,
for immediate delivery to clients. Or, contract packages can be saved on your PC/Mac and emailed
as an attachment to your email message at a later
time.
• Single Entry of Data – Enter data once and it fills
all documents in the package, e.g., buyer/seller
names, addresses, phones, contact information,
property address, broker/agent data.
• Broker/Agent profile library – save company
names, agent names, phone & fax numbers,
e-mail addresses, ID’s, of yourself and others one
time. After that automatically fill all the fields
in a contract with the information using a single
keystroke.
• Clause Library – agents save your own standard
clauses with a single keystroke. Broker’s create
a standard clause library for use by all agents.
Reuse as needed with a single keystroke.
• Auto Complete – Browsers memorize data you enter in each field. Use that facility and start typing
and then click on the value you want in the pull
down list instead of typing it over again!
• Board/Association pull down data lists – Design
of a form can include pre-defined pull down lists
to allow agents to choose from alternatives
provided by the Board/Association, MLS and
Broker. Saves time, reduces misunderstandings
and insures accuracy.
OPTIONS:
• add your logo to document packages.
• add a contract summary sheet to reduce Broker
review time and agent rework time.
• integrate MBAIforms™ with your MLS system to
automatically fill data fields in the contract packages accessing the data in the MLS database.
• include a Table of Contents with or without automatic page numbers for the document package.
• provide advisory documents in multiple languages.
MBAI will work with you to generate the documents.
The documents generated by MBAIforms™ can be
imported into tablet PC software, such as Real Estate
Dashboard™ by VREO®, to allow clients to sign contracts directly on your PC.
Integrate with electronic signature software
MBAIformsTM can be used on the iPad, XOOM and
other tablet computers. Use the .pdf documents to
allow clients to sign contracts directly on your tablet
computer.
TERMS
Individual, Broker, Board/Association, MLS or
Corporate Annual Subscriptions include;
• All forms available all the time.
• All board issued updates, modifications and
deletions
• Telephone and e-mail technical support
• Corporate subscriptions include up to 3 on-site
training sessions for agents and unlimited
telephone walk through sessions
TRAINING AND DOCUMENTATION
Telephone Walk Through - all subscribers can call
for a “walk through” to insure that they can use
the system as many times as needed.
Documentation - Always available on web!
Fast Start Manual -User Reference Manual –
Frequently Asked Questions - Update Notices
To contact us,
Phone (703) 349-6405
E-Mail: [email protected]
www.mbaiforms.com
JCAMS Enterprises LLC
4211 Ridge Top Rd #2105
Fairfax VA 22030
MBAI has been providing document preparation systems and template forms implementation services
for Realtors, Loan Originators, Settlement Offices,
Banks, Insurance Companies and others since 1992.
Clients range from large firms to individual agents.
References available on request.
REALTOR® Associations/Boards & MLS’s provide this
system;
• As a Member Benefit
• An Additional Revenue Source
Proprietary systems for Broker/Owner/Firms to
attract and retain productive agents (over 65,000
agents currently use MBAIForms™)
• An Agent Benefit
• An Additional Revenue Source
• the fastest, easiest method for creating accurate,
complete, compliant contract packages on-time, anytime, anywhere on any compatible device!
HELP PROTECT BROKER LEGAL INTERESTS
Help to assure Broker requirements are met and
improve agent productivity
• Use “form sets” and automatically include Broker
required documents
• Reduce agent error
• Reduce time spent in broker reviews of contracts
• Reduce agent re-work of incorrect contract packages
• Always uses the latest board and government
compliant forms
• Broker/Realtor® unique documents and logos
• Unique clauses used in your firm for special
purposes, without creating a new form
• Provide functions only available to agents in your
firm. Examples include,
• Broker Market Analysis and Strategy Reports (ERC)
for Relocation and CMA’s
• Seller Net calculators
• Buyer estimated cost calculators
MBAIForms™ IS CUSTOMIZED AND PROVIDED AS
AN AGENT BENEFIT BY MANY INDIVIDUAL FIRMS
IN NEW JERSEY AND MARYLAND.
REFERENCES AVAILABLE ON REQUEST