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What is H2eFile?

The management of real estate transactions online has been revolutionized, making it more accessible, cost-effective, and efficient due to advanced technology designed for businesses, regardless of their scale. Features such as unlimited storage capacity, seamless communication between agents and offices, customizable task checklists, and the option to incorporate additional forms allow users to effortlessly manage their responsibilities. The system also provides timely reminders for important deadlines and facilitates rapid searches for documents or transactions, taking only seconds. With automated commission calculations and immediate report access, operational productivity is significantly improved, and tutorial videos available on each screen offer valuable assistance. The use of Microsoft Azure® cloud storage guarantees high-quality service and robust security measures. Additionally, users can create local backups with a simple click to enhance data protection. H2eFile stands out as a modern, environmentally conscious alternative to conventional paper filing systems, making it ideal for both small and large real estate firms. Imagine your agents easily organizing transaction folders and securely submitting necessary documents directly into those folders, while achieving substantial cost savings compared to existing expenses. The protection and integrity of your brokerage's transaction files are assured, providing you with confidence in your operations. Moreover, this innovative solution not only streamlines the workflow but also advocates for a sustainable method of managing real estate activities, emphasizing the importance of eco-friendliness in today's business environment.

What is FDM Platform?

Legal and regulatory requirements, such as those outlined in the Sarbanes-Oxley Act and Basel II, as well as critical business demands, drive the need for secure and efficient methods of storing, archiving, and sharing a growing array of diverse documents and content types, including emails, faxes, correspondence, plans, electronic files, and websites. This established framework plays a crucial role in the creation of necessary organizational structures and the effective management of various electronic files (e-Files), allowing for their tracking, storage, and retrieval through full-text searches or by applying keywords defined by specific user business rules. Users can conveniently access, store, or search for documents within the FDM through multiple avenues, ensuring smooth integration with the company's operational processes. Furthermore, a flexible, tree-based organizational structure, complete with folders and e-Files, facilitates meticulous categorization of documents that can be organized under a common profile. In addition, a comprehensive authorization privilege system is implemented to manage access to individual folders and documents, thereby enhancing the security and control over sensitive information. This multifaceted approach not only supports compliance but also fosters greater efficiency in the business environment, ultimately leading to improved organizational performance and accountability.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Azure
Microsoft Cloud App Security

Integrations Supported

Microsoft 365
Microsoft Azure
Microsoft Cloud App Security

API Availability

Has API

API Availability

Has API

Pricing Information

$4 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

H2eFile

Date Founded

2015

Company Website

h2efile.com/index.php

Company Facts

Organization Name

Framesoft

Company Website

www.framesoft.com/products/contract-and-document-management/document-management-and-archival

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Categories and Features

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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