Access

Free unlimited viewing or use to anyone you invite
Option to give invitees a branded view diplaying your banner (no cost)
Packages available for offices of all sizes, as well as teams and individual users

Documents, Photos, Plans, Links

Easily upload documents into your transaction websites
Easily email documents into your transaction websites
Easily fax documents into your transaction websites
Automatically distribute transaction documents from your website
Attach transaction documents to orders and emails by just checking a box
Invisible security, you easily select who can see each document
Any document can be viewed, printed, faxed, emailed to others
Just as easily upload photos, spreadsheets, links to websites, tours, etc.
Store common documents for use in multiple transactions

Reports

Select, sort, view, print, or export reports displaying any type of transaction data
Look up transactions by date, name, address, case number, etc.
Great for compliance and office management reports
Export your reports into spreadsheet format with a few clicks
Multi-office and hierarchical reporting

Service Ordering

Send orders by fax or email with one click
User-defined lists of vendors appear on easy to use drop down menus
Ordered reports can be delivered by fax back into the website
Just check a box to attach transaction documents to your orders or emails

Contacts & Communication

All participants can post and read messages
Message access may be restricted to selected participants
Posted messages may also be automatically sent by email
Special tools to automatically request and manage Showing Feedback
Manage your groups of invitees from one central location
Import and manage contact lists, sychronize with MS Outlook**
Automatically invite common participants into each new transaction

Tasks, Orders, Calendars and Scheduling

Tracks tasks, action plans, and orders with printable lists as well as calendar views
Key task due dates off of other dates, such as "3 days after listing"
Automatic email notifications to your team members and clients upon task/order completion
Send automatic email reminder notices to any transaction participant for any task
Flagging of past due tasks and orders needing your attention
Establish private tasks not visible to your invitees
Store task and order lists for instant assignment to new transactions

Archiving & Accountability

Transaction Archives can be downloaded from the web at any time**
All events time/date/identity stamped on site
Complete history showing all activities of each participant in each transaction on the website

Branding

Fully branded client views included
Full website company branding available**

Registered/Certified Email

Send outgoing email "Registered" for legally verifiable content and delivery**

Forms and Back Office Software

Included integrations with Reveal/Trueforms, Formulator and AutoContract
Zipforms integration at additional cost
Integrates with Lone Wolf's industry leading office management software

Contact Management and Campaign Management

Integrates and Synchronizes with Microsoft Outlook and Active Agent**

E&O Insurance

Special pricing available to most SettlementRoom users from CRES insurance.

** Additional fees may be associated with some special features.