External collaboration
for real estate agents

From offer or listing to close, TakeTurns is the ideal tool for real estate transactions

Meet Matt. Matt is a real estate agent and collaborates with many parties–buyers/sellers, brokers, and other real estate professionals–on sales, leases, and purchases. He and his team use all sorts of tools–including MLS.

For collaborating with clients and other professionals, instead of email, Matt uses TakeTurns.

Matt, Real Estate Agent

All Matt needs to collaborate efficiently with his clients

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

Participants just have to verify their email, it's easy and secure.

Why is it better than email?

✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.

Why TakeTurns is better than email?

✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.

Why TakeTurns is better than email?

✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

See the big picture

At any time, anyone can see a complete timeline of the entire collaboration

Why TakeTurns is better than email?

✔ See everything that happened
✔ Bring anyone up to speed quickly
✔ Follow activity of team members

Archive in one click

When you're done, wrap-up to archive your content for all participants

Why TakeTurns is better than email?

✔ Formal close of a collaboration
✔ Automated archive
✔ Comply with record retention rules
✔ Comply with privacy regulations

Learn why real estate professionals are adopting TakeTurns
as their go-to collaboration app

Successful real estate agents focus on their clients, not on their inbox

Successful real estate agents focus on their clients, not on their inbox

In this blog post we describe how relators are using TakeTurns to simplify the real estate purchase process for everyone. Or, how to spend less time on email/administrative tasks and more time growing the business and delivering better customer service.

What tools do you use for external collaboration?

What tools do you use for external collaboration?

While professionals are well equipped for internal collaboration, they still don’t have a great way to work with external parties. In this article, we review the options for working with external parties such as clients or partners.

eSignature is not enough: the rise of pre- and post-signature automation

eSignature is not enough: the rise of pre- and post-signature automation

Electronic signature, or eSignature, changed how we sign contracts but did not address the inefficiencies we experience pre-and-post signature in the contract negotiation and execution process.

Things you can do with TakeTurns

Collaborate with buyers on

Pre-purchase consultation
Buyer's Agency Agreement
Offers, counteroffers, and negotiations
Purchase & Sale agreements
Inspections and appraisals
Bill of Sale

Collaborate with sellers on

Pre-listing consultation/market analysis
Listing/Sale agreements
Seller’s Disclosures
Facilitate appraisals
Listing (review marketing content, photographs, etc…)
Offers, counteroffers, and negotiations
Purchase & Sale Agreements
Bill of Sale

Learn more

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