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Revolutionizing the Transaction Workflow Process

Home Best Practices
By Paige Tepping
February 19, 2018
Reading Time: 2 mins read
Revolutionizing the Transaction Workflow Process

Black framed glasses on the computer keyboard

BackAgent lightens the workload for brokerages large and small

When it comes to running a successful brokerage, the sky’s the limit in terms of defining what one’s path to success looks like. For JP Piccinini—founder/broker of JP and Associates REALTORS® in Dallas, Texas—the key to success is all about laying a solid foundation that can withstand continued growth by incorporating the right tools, technologies and systems into the mix.

And thanks to BackAgent’s Brokerage Management platform, Piccinini has been able to streamline the firm’s operations while simultaneously growing both its agent and office count.

“Back in October 2011 when I opened JP and Associates REALTORS®, we had three agents and were doing 10 deals a month. Today, we’ve grown to the point where we have 1,100 agents who are responsible for 800 deals a month,” says Piccinini, who notes that he originally looked into BackAgent’s transaction management system thanks in large part to recommendations from agents joining the firm.

“We were at a point in our growth where we needed a transaction management system, and BackAgent has grown with us over the years so that we can still take care of business no matter how big we are.”

Going well beyond traditional static transaction management, BackAgent provides real estate professionals an easy-to-follow compliance system that guides them through the transaction step-by-step. In fact, the predictive workflows let agents and clients know precisely what documents or actions are needed as they progress throughout a transaction, all the way from the early stages of the contract straight through to the closing.

“We couldn’t run our business without BackAgent,” adds Piccinini, who goes on to explain that the benefits associated with incorporating the platform into the firm’s daily routine extend far beyond simple transaction management.

“It’s all in there, from the communication aspect, to the calendar, training schedule, resources and reporting,” says Piccinini.

With each and every one of the firm’s agents set up in the full BackAgent platform, Piccinini wholeheartedly believes that it’s not only a boon when it comes to helping transaction workflow and compliance, but it’s also a great tool that helps him run his entire brokerage.

“I don’t think you can run a brokerage that you want to grow without a software platform like BackAgent,” concludes Piccinini.

For more information, please visit www.backagent.com.

Tepping_Paige_color_60x60Paige Tepping is RISMedia’s managing editor. Email her your real estate news ideas at paige@rismedia.com. For the latest real estate news and trends, bookmark RISMedia.com.

Tags: BackAgentDigital Transaction ManagementJP and Associates RealtorsReal Estate Broker Best Practicesreal estate newsReal Estate TechnologyTransaction ManagementTransaction Workflow
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Paige Tepping

Paige Tepping is RISMedia’s managing editor. Email her your real estate news ideas to paige@rismedia.com.

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