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What is ShortTrack?

Real estate professionals can conveniently place orders with a simple click in their software, ensuring a smooth transaction experience! Clients complete customized web forms, eSign documents, and this information seamlessly integrates with your software system. Additionally, it is important to ensure that your electronically signed documents are automatically connected to your title software. ShortTrack’s EasyDocs eliminates the need for re-entering data and reduces the cumbersome exchange of essential documents like information sheets and welcome letters. Sellers and buyers can easily complete their questionnaires via personalized web forms and use DocuSign for electronic signatures. ShortTrack then automatically uploads all data and documents into your title production software, creating a fully automated and secure workflow. With the increasing emphasis on cybersecurity for title agents, especially concerning wire instructions, it is vital to tackle the insecure email practices often employed by the real estate agents and attorneys you partner with. Fortunately, there is a robust solution available that not only enhances security but also streamlines communication, fostering a safer environment for all parties involved. This comprehensive approach not only safeguards sensitive information but also builds trust among clients and professionals alike.

What is Portant?

Portant merges the capabilities of Docusign and Zapier to enhance the efficiency of document workflows using tools you already prefer. It simplifies the automation of crucial business documents, transforming the contract eSigning experience into a straightforward task. You can easily select a Google Doc agreement template, insert an eSignature placeholder, and allow the contract signing process to operate automatically. Furthermore, the platform facilitates the creation of bulk invoices; you merely need to choose a Google Sheet that contains your invoice information, select a Google Docs invoice template, and you can generate anywhere from 10 to thousands of invoices in a single action. Each time a Google Form is submitted, an incident report PDF is promptly generated and emailed to the relevant parties. Moreover, you can convert Google Forms into PDFs by selecting a specific form, linking it to a Google Doc or Slides template, and producing PDFs based on the collected responses. Portant is capable of dynamically generating documents whenever a form is submitted or a spreadsheet is updated, which significantly boosts your workflow efficiency. As a versatile document automation solution that integrates smoothly with the applications you already use, Portant empowers you to concentrate on what is most important for the success of your business endeavors. This comprehensive approach to document management ensures that you can handle all your administrative tasks with ease and speed.

Media

Media

Integrations Supported

AtClose
dotloop

Integrations Supported

Docusign
Gmail
Google Cloud Platform
Google Docs
Google Drive
Google Sheets
Google Workspace
Zapier

API Availability

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

$42 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

ShortTrack

Date Founded

2012

Company Location

United States

Company Website

www.myshorttrack.com

Company Facts

Organization Name

Portant

Company Location

United States

Company Website

www.portant.co

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Contract Management
Lead Management
Property Database

Categories and Features

Document Generation

Not specified

Document Workflow

Not specified

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