The number one complaint buyers and sellers have following the closing of a sale is that they wish they had been better informed during the course of the transaction. During the course of the listing, the Listing Service Report can make a huge difference with sellers.
But, there is a tremendous resource that can also be utilized for both Buyers and Sellers. You’ll find Roundtable in the Back Agent system can make a tremendous difference in your ability to keep your clients informed about important dates, and provide paperwork so that’s it’s available to them at anytime.
Roundtable gives you the ability to invite clients and vendors into a web-based portal where you can share documents and messages. All you need is an email address on file for the client.
Get Started
Simply start by adding your client’s or vendor’s contact information in the contacts section. You will need a good email address for them.
Click ‘Share Transaction’
You have the option of sharing utilizing Intranet (with someone in the office, for example) or with Roundtable for clients and vendors.
Click ‘Add/Update shares’ next to the contact you want to invite into Roundtable.
When you click ‘Update Shares’ it will send your client or the vendor you are inviting a Welcome Email inviting them into the Roundtable. This is what the email will look like.
They are invited to set up a password.
Client View of Roundtable
Your client or vendor now has access to any document you’ve elected to share with them at any time they want to access it. They can see important dates as well as notes. This portal will allow you to document things along the way in a centralized spot.
Here is what the client will see:
There are also tabs along the top guiding them to Dates, Documents and Notes:
Updates
Now every time I add a document to the file, and I choose to share it with them, they will get an email letting them know they have new documents in Roundtable.
Note: As an agent you don’t log on to Roundtable. Rather, you are inviting others (clients and vendors you select) into the space. All they see is what you choose to share with them, both documents and calendar dates.
To share a new document:
Select Roundtable Sharing:
Than select the client or vendor you want to share the document with:
When the client access a document or leaves a note in Roundtable, you will see a notification in Notes & History:
Take advantage of this easy tool to keep your clients informed. If you have questions about how to utilize Roundtable, set an appointment to come chat with me.
