- 1. Transaction Dashboard
- WebMob engineered a centralized hub for tracking active and pending transactions. This enables the client to monitor property details and manage tasks through highly customizable, filterable data segments.
- 2. Task Pipeline
- We built a systematic tracker that allows the client to group, color-code, and chain tasks. This enables precise management of milestones and ensures seamless synchronization with external calendar tools.
- 3. Customized Calendar
- This module provides the client with a flexible view of critical dates across multiple transactions. It enables users to apply custom filters and permissions for improved team-wide visibility.
- 4. Agent/ Team/ Broker Accounts
- We developed a robust account management system for tracking business volume. This enables the client to impersonate accounts and perform quick actions to support their network of real estate professionals.
- 5. Client Portal
- The portal provides a secure interface for buyers and sellers to view transaction progress. It enables the client to control visibility while facilitating direct communication regarding documents and tasks.
- 6. Dashboard
- WebMob integrated role-based widgets and graphical tracking into the main interface. This enables the client to access real-time performance metrics and manage property contracts with greater operational oversight.
- 7. Empower Users
- We engineered a comprehensive permission system for defining global and role-based responsibilities. This enables the client to maintain strict security while monitoring performance across all internal team accounts.
- 8. Dynamic Setup
- This feature manages complex data relations through predefined templates for emails and documents. It enables the client to automate repetitive workflows and ensure consistency across all transaction types.
- 9. Property Templates
- We built a flexible template system that links property types to specific state requirements. This enables the client to stack multiple templates, significantly reducing the time spent on manual setup.
- 10. Task Template
- These reusable templates allow the client to define recurring tasks based on property type. It enables automated communication triggers, ensuring that stakeholders are updated immediately upon task completion.
- 11. Document Template
- We developed a system to manage up to 100 documents per transaction. This enables the client to track status, organize folders, and automate the distribution of files via integrated email.
- 12. Date Template
- This tool defines critical date sets contingent on transaction milestones. It enables the client to auto-populate schedules, ensuring that deadlines are met consistently across every new property listing.
- 13. Transaction Progress Report
- WebMob created a reporting engine for scheduling daily and monthly performance summaries. This enables the client to track team progress and document uploads through fully customizable, automated data layouts.
- 14. Field Editor
- The editor allows the client to create custom fields for unique transaction requirements. It enables the generation of dynamic merge fields for use in automated email and text templates.
- 15. Service and Packages
- We built a subscription management module for defining services and costs. This enables the client to offer varied pricing packages based on state-specific requirements and business service levels.