What is DealTrax?
Appropriate for individuals, offices, networks, co-brokering groups or associations, DEALTRAX™ allows for complete listing management, buyer and seller management, interactive online communication, sharing of confidential files, matching of buyers and listings, management and connection of an entire office, and website integration. With DEALTRAXTM agents are able to work from anywhere without limitations, tracking every detail of the transaction process so all work is documented and protected.
Built on 4 generations and over 80 years of business transaction experience and knowledge, DEALTRAX™ knows the work you do and assists at every stage. It keeps track of every deal so that you have more time to focus on what you do best -- selling businesses.
DealTrax offers:
listing management
- Allow agents to input new listings along with all corresponding documents and pictures.
- Add any contact to a listing and give access to confidential documents and pictures through the contact’s personal DealRoom.
- Track all listing activity.
- Utilize the Advanced Search Engine.
- Customize all fields—add, remove, rename, change location.
- Require admin approval before listing is made active.
- Manage active listings as well as prospects, inactive, and sold listings.
- Choose default image to show to the public.
- Set security access on all agents.
- Integrate with Google maps.
buyer & contact management
- Enter all contacts (buyers, sellers, outside advisors, and other brokers).
- Upload and manage all documents assigned to contact.
- Add any listing to contact’s profile and give access to confidential documents and pictures through his/her personal DealRoom.
- Track all activity in contact’s DealRoom.
- Mass email contacts directly from system.
- Receive or send automatic notifications when new listing, document or picture added to contact’s DealRoom.
- Utilize the advanced search engine.
custom buyer registration
- Optional Electronic NDA
- Custom welcome email with attachment to buyer
- Custom email to office
- Assigns buyer login credentials for their DealRoom
dealroom access
- All contacts have login credentials to their DealRoom.
- Save any listing to the contact’s DealRoom.
- Assign security access to confidential documents and pictures.
- Set expiration date for confidential access.
- View all activity of contact’s DealRoom sessions.
- All documents are watermarked with contact’s IP address and time stamp info.
printing & reports
- Custom print templates & reports.
- Generate PDF files to save or email directly from system.
- Email any document on a listing as an attachment from the system.
- Generate reports based on selected listings.
- Generate statistics and calculated ratios on listings you select.
...plus much more
- Done Deal database
- Office management
- Custom branding
- Website integration
- Office document management
- Office calendar
- BRG Online integration
- ValuTrax integration
- Many more third party extensions (e.g. RSS Feeds, Twitter feeds, news, events, forums, blogs)
DealTrax. Where Deals Come Together.