The WebEx WebOffice does a great job of allowing us to set up virtual file cabinets.  We can set up company training and personnel files, as well as real estate listing and transaction folders.

Permission levels do an excellent job of security and making sure that only those you want to access the file folders can do so.  One thing some subscribers have asked is if there is any other way to perhaps share files outside of the Intranet, such that another paid member seat isn’t required, and using less space, so as not to bump into requirements to purchase extra space.

First, the allowance for document file space are extremely generous, and based on the number of members.  However, there are some ways to manage your document storage in other ways as well:

• First, you can set up one member and give that login to several people with one function.  Say, one member seat for all ad layout people at the newspaper so they can collaborate with you on your marketing.
• Or, here’s how you can really save storage space for those outside vendor collaboration files:
  • Set up a Google account for documents, and create protected areas there.  Share documents through the Google sharing permissions.
  • Place a link on your WebEx home page to allow you to go straight to those document areas from your WebOffice.

Once you make the decision to take your office virtual, there will be so many of these tips, tricks and work-arounds available to you.  You truly can operate a business with remote agents, office or sales staff, and do it very inexpensively.

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• The WebOffice (functionaltech.com)

What I found, even almost three years after I started, was that only one allowed me to build custom databases that fit my business and let me operate a completely mobile real estate brokerage office.  Of course, with the custom database capability, mortgage people, attorneys, retail or any type of business can do the same, just creating databases that fit their business practices.

The Webex WebOffice platform

Real Estate Mobile Office Intranet

is truly amazing and flexible, and I’m now doing multiple brokerage management functions on one platform that before required subscriptions to multiple services.

• transaction management
• listing management
• transaction & listings customized task management
• bookkeeping
• customer relationship management
• vendor and transaction coordination
• property showings and feedback
• managing my agent lead accountability

The basic functions of most of the Intranets are great, allowing general sharing of information.  But, it’s the ability to customize databases that sets WebEx WebOffice apart.  Take a tour here.

Our custom database for real estate transaction management allows individual task entry with a quick-picker, or a mass import from a spreadsheet we’ll give you to help.

The task management database not only keeps the agent and/or transaction coordinator on track, but also reports task status to the client, including those completed, not just what needs to be done. This reinforces your value, with regular reports showing everything you’ve done. Watch the short video below to see how it works.

First, you bring all of the information about the transaction to one online accessible-anywhere location.  Not only that, but all of the people and vendors involved are linked into this database, so you can get to their contact information quickly, with one click from the transaction file.

This database also calculates commissions and keeps up with agent commissions, as well as providing an IRS 1099 report on demand.

There’s no way to fully understand the value and comprehensive nature of these custom transaction management databases without watching the short video below.  We’ll take you through a quick demo of how it works to make your transaction management more efficient, and totally mobile as well.