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What is TransActioner?

Streamline the management of your real estate documents, signatures, and transactions effortlessly with a contemporary interface. Enhance efficiency by utilizing current State Forms that auto-fill, along with the ability to create templates and employ digital signatures. You can easily send forms out for digital signatures while benefiting from automatic tracking and reporting features. Additionally, these forms dynamically update according to the specific details of each transaction. Clients gain access to their own Client Portal, where they can view all necessary forms, sign documents, and check a timeline of upcoming actions at their convenience. The system also generates a calendar with important deadlines, and with a simple click, you can share documents with other agents, title companies, or escrow. This setup includes support for Assistants and Transaction Coordinators, ensuring a smooth workflow for all parties involved.

What is Sphere?

Sphere acts as an all-encompassing CRM and business management solution tailored for real estate professionals, allowing them to define goals, manage transactions, nurture client relationships, and build a strong referral network from one centralized platform. In just a few minutes, agents can develop a comprehensive annual business plan and track essential sales metrics on a daily, weekly, and monthly basis. The system includes extensive contact profiles that capture client details, sources of referrals, performance ratings, interaction histories, communication records, emails, reminders for birthdays and home purchase anniversaries, notes, pertinent documents, and custom tags, all supported by advanced filtering and bulk actions for targeted outreach. Sphere also smartly creates and updates timelines for transactions, monitors the journey from initial interest to finalization, assigns tasks and deadlines, organizes necessary documents, records expenses, and keeps clients, team members, escrow agents, and other involved parties updated throughout the entire process. This integration of diverse functionalities not only helps agents work more efficiently but also significantly improves the quality of service they provide to their clients. By leveraging Sphere's capabilities, real estate agents can focus more on building relationships and closing deals rather than getting bogged down by administrative tasks.

Media

Media

Integrations Supported

Constellation1

Integrations Supported

Apple Calendar
Google Calendar
Google Cloud Platform
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zapier

API Availability

API Availability

Has API

Pricing Information

$19/month
Special annual rate: $199/year. Discounts for teams, offices, and brokerages.
Free Trial Offered?

Pricing Information

$10 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

TransActioner

Date Founded

2023

Company Location

United States

Company Website

transactioner.com

Company Facts

Organization Name

Sphere

Company Location

United States

Company Website

www.usesphere.com

Categories and Features

Real Estate Transaction Management

Contract Management
Document Templates
Electronic Signature

Categories and Features

Real Estate

Not specified

Real Estate Agency

Not specified

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