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Transaction Management Update

by Victor Lund on March 24, 2014

WAV Group performed Transaction Management research in 2005 and in 2009. The goal of the research was to survey trends in Transaction Management adoption. On Wednesday of this week, RE Technology will be hosting a candid conversation with DocuSign’s lead Transaction Management Vice President, Glenn Shimkus. There will be a 30 minute discussion of today’s Transaction Management challenges and a 15 minute overview of their new enterprise solution (They have had an agent solution for some time now). Here is the webinar information – please join us! Brokers: Accelerate Your Business with DocuSign for Real Estate RE Technology invites you to learn about DocuSign’s latest innovation for brokers! Join Glenn Shimkus, Vice President of Real Estate Solutions with DocuSign, on Wednesday, Mar 26, as he provides a first look at the new Broker offering from DocuSign- Transaction Rooms for Brokers. Learn how DocuSign for Brokers can provide you with a powerful platform for managing all digital transactions across your business. It’s a simple, self-configurable system that allows you to support your team and agents more efficientlytoday, and as your business grows. Glenn will share his insights about how the Broker solution from DocuSign was developed and answer your questions about this product. Space is limited. Register today! 

This RE Technology webinar is free and is sponsored by DocuSign. Date: Wednesday, March 26th, 2014 Time: 1 pm Eastern/ 12 pm Central/ 10 am Pacific  


Cartavi Adds Gusto to Version 3.3

by Victor Lund on January 20, 2014

Since being acquired by DocuSign, Cartavi has been working away at developing the golden triangle of the real estate document management echo system: Forms, Signature, and Storage. Better yet, they focus on making it happen on mobile first. Before this new release, signing a document was kind of clunky. You had to open your document in DocuSign, add signatures, sign it, then pull the completed document back into Cartavi. Now, you can sign any document right inside of Cartavi using DocuSign Ink. They took a complicated workflow and narrowed it down. When you look at a document today in Cartavi, just hit the ‘Sign It’ button. Then the menu items for managing names and signatures appears. Drag them where they go on the document, and sign it. New Integrations You may know that Cartavi is among the few document management companies to have acquired the license to integrate zipForms from zipLogix into their platform. The new signature workflow is going to make working with zipForms even easier. But what about those other forms that agents need, like broker forms or other documents? You have always been able to upload them one at a time, like most document management systems.But now Cartavi has developed support for popular cloud document storage solutions. You can quickly pull in documents from your DropBox account, Google Drive account, or Microsoft SkyDrive account. Cartavi has seen a lot of adoption by individual agents and numerous Associations of REALTORS®, including State of Kansas AOR, Utah Real Estate, Main Street AOR of Chicago, and three other Associations that are in their pipeline. We’re keeping our eyes peeled for an enterprise version to be released soon.  


RE Technology Top 5 Articles of the Week

by Victor Lund on October 18, 2013

Webinar: Is Your Website Designed to Meet the Needs of Tomorrow’s First-Time Homebuyers? With new mortgage regulations on the horizion and a larger pool of first-time homebuyers ready to take action, the needs of the next generation of buyers is changing. Join us for a webinar that will review the growing interest among consumers in homeownership programs and how you can use your website to leverage this market opportunity. Date: Thursday October 24th, 2013   Time: 2 pm Eastern / 1 pm Central / 11 am Pacific   5 Steps to Maximizing Your Marketing Budget The most important number you need to pay attention to with regards to marketing is ROI (return on investment). The whole purpose of marketing is to spend some money to get more customers and more money in return.    Think You Know Top Producer? Think Again. We reviewed Top Producer CRM in May 2012. Since then, we’ve been hearing rumors that the team is going to make some big improvements. We met with them again this week to see what’s new and discovered that they weren’t kidding: This isn’t your mother’s Top Producer.   Will the Real John Doe Please Stand Up? Signatures on real estate documents shouldn’t feel like an episode of the game show, “To Tell the Truth.” You should know exactly who signed the document, in addition to where and when they signed it. This may be an area of pushback from clients when you tell them you’d like to use electronic signatures. You can assure them, however, that reputable electronic signature solutions can provide true confidence in signer identity.  How the New Cartavi Helps Optimize Agents’ Productivity. On Tuesday, hundreds of agents and brokers attended the second event in our October webinar series, “Keep Real Estate Digital: Optimize Your Workflow.” Cartavi CEO Glenn Shimkus gave us a live demonstration of how Cartavi 3.0 can streamline your workflow and help you provide clients with a better experience. If you weren’t able to make it, no worries–we recorded the webinar for you! 


Time is Running Out!

by Marilyn Wilson on January 25, 2013


RE Technology is hosting an exciting 60-minute webinar with Cartavi and DocuSign on: January 29, 2013 at 10:00 am PST, 12 pm CST, 1 pm EST to learn how you can leverage your iPad and become mobile and paperless agent. The presenters of this interactive webinar will show you how to take advantage of the cloud, your iPad and technology such as DocuSign and Cartavi to better serve your clients from wherever you are. Take your business to the next level by saving time, saving money and providing your clients with an exceptional level of service when and where they need it. You’ll leave this webinar with the know-how to:  Be more responsive to your clients and peers by having everything you need for a successful transaction right at your fingertips Securely manage and share documents with everyone involved in a transaction from wherever you are Edit and share forms and contracts right from your iPad Get deals done faster with eSignatures powered by DocuSign® Don’t miss this opportunity to lead your market by being mobile and paperless. Space is limited so be sure to register today! Presenters: Mike Pressnall, Business Development Manager, DocuSign Glenn Shimkus, CEO and Co-founder of Cartavi Date: Tuesday, January 29th 2013 Time: 10 am PST, 12 pm CST, 1 pm EST