RIO Genesis Review

Security and Insurance: Susan’s real estate office was destroyed in a fire. The broker literally lost her entire office. All the physical files related to each transaction was gone. Susan’s real estate office did not skip a beat. Every one of her agents and staff members were able to work offsite as they had access to every transaction and every detail relating to each one of them. It was all stored and backed up in the system, down to the date and time-stamp of each completed activity.

Complete Office Efficiency: There is one transaction coordinator, Bob. He is responsible for monitoring timelines of all important dates and deadlines for tens or hundreds of transactions. Bob must call or email reminders to agents to ensure compliance, follow-up with clients and ensure all requests are complete. He also maintains all files, ensures completion of mandatory disclosures, and contacts the agents in the event of missing paperwork and signatures. When the transaction is complete, he has the responsibility to complete Commission Disbursement forms. – RIO Genesis automates all of this. Automated tasks can be set to notify staff and agents and can be set to reoccur based on certain parameters. Bob doesn’t have to notify each agent of each task they have yet to complete. Document compliance checklists can be added to each transaction to ensure all paperwork is complete and meets approval. Once that is done, Bob and/or the managing broker has the ability to inspect the paperwork, approve or deny it with one click. That agent will get the notification. Signatures can be collected electronically with no third-party software needed. Since the system works to keep all transaction details in sync, Commission Disbursement forms can be generated with a few clicks.

The Solution to a Growing Broker’s Biggest Problem: Sandra needs to recruit more agents for her office. She can leverage having the technology her agents need. She can provide a central hub in which realtors can handle their day-to-day business, providing all the success tools they need to be able to do business from anywhere. The company document library allows her to provide a centralized location for office resources. Integrated email system and Live Chat tools allow her to be available to give immediate support and answers to questions. Providing her agents with their own websites, automated marketing campaigns, customizable property flyers, shows, prospective agents that she is equipped to help them be successful. What’s more, Sandra is able to communicate all of this automatically. The recruiting functionality in the system automatically identifies and captures the information of working agents. Sandra will continue to foster a relationship with these prospective agents by delivering high touch recruiting campaigns, including custom email drips, letters and recruiting event flyers – set on autopilot.