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DEALTRAX™ is an office management system exclusively created for business transaction professionals from the experts at Business Brokerage Press, Inc. DEALTRAX™ allows for buyer and seller management, interactive online communication, sharing of confidential files, automatic matching of buyers and listings, managing and connecting your entire office, integration into your website, allows agents to work from anywhere without limitations, and most of all; track every detail of the transaction process so all work is documented and protected. This revolutionary management system is built on 76 years and 4 generations of business transaction experience and knowledge. This knowledge and experience was programmed into DEALTRAX™ and so it knows the work you do and assists at every stage. It keeps track of every deal and organizes your busy day so that you have more time to focus on what you do best; selling businesses.
DEALTRAX™. Where Deals Come Together.
Featured system highlights include:
- Track and manage all data on every listing, every buyer, and every deal. Improve your record-keeping, DEALTRAX™ logs all transaction communications.
- Allows all agents in office to work together and stay on the same page, but gives each agent unique permissions and ownership of their listings and buyers. Centralize both your buyer and listing databases for easy access and searching from anywhere.
- Automatically matches buyers and prospective businesses for sale and creates a relationship between the two for easy prospect tracking. See every buyer prospect for every listing and every listing interest for every buyer. Also see what level of access buyers have to each listing and get notified when their permissions expire.
- Each agent can receive all their faxes electronically directly into their online office using the unique DEALTRAX™ fax system and each fax is then automatically filed to the matching sender.
- The DEALTRAX™ dashboard gives the office owner an up to the minute snapshot of their entire business including:
- Number of listings by agent with breakdown by industry
- Listings about to expire
- New listings and price changes on current listings as well as listings recently renewed
- Number of active buyers by agent
- Access to system preferences, user accounts, and management rights of all buyers and listings
- The DEALTRAX™ agent dashboard gives each agent an up to the minute snapshot of their business activity, schedule, tasks, client messages, and buyer listing requests, plus:
- Price updates on all office listings
- Postings of new office listings
- Listings about to expire as well as listings recently renewed
- Recent incoming faxes
- New messages and listing requests from buyers and sellers
- New buyers assigned from website
- Broker messages
- Potential sales and commissions
- Current number of listings and buyers, both individually and for the entire office
- Tasks and appointments
- List of hot listings and buyers you are currently working with
- Includes over 40 documents, forms, agreements, letters, and sample wording from Business Brokerage Press. Store and make all company documents, forms, letters, and agreements accessible to all agents.
- Makes training new agents fast and easy as DEALTRAX™ gives structure and application to business brokerage training and theory.
The DEALTRAX™ Web Component is the client side of the DEALTRAX™ Office. Separate buyer and seller member areas are created and customized through DEALTRAX™ and integrated into your website. As new sections on your website they create a personalized and secure space for both your buyers and sellers to communicate and interact with their assigned agent on every detail of the business transaction process and serves as an educational resource center.
Buyer’s Web Component
- Automate & simplify communications with buyers right through your website.
- Allows buyers to save prospective listings they find on your website, submit a buyer profile, communicate with their assigned broker, request confidential files, pictures, and other pertinent information, sign confidentiality agreements, and when authorized; view all confidential material through your website.
- The system tracks every click they make while they are logged into your site and you have access that valuable information quickly and easily so you can better understand and serve your clients.
- Informs and educates all your buyers, and gives them the tools to manage their business transaction process through your website; giving them the one-stop resource center they need to effectively buy a business.
- Includes complete article library from Business Brokerage Press on the buying process including articles on financing, using a business transaction professional, valuation, and general business statistics.
Seller’s Web Component
- Automate & simplify communications with sellers right through your website. Makes servicing your sellers a breeze.
- Allows seller to view every document, picture, and piece of information you have on file for their business, access buyer activity, communicate with their broker, and allows the broker to keep them posted on all activity pertaining to their transaction process.
- Allows for sellers to assist in completing the business profile; agent can turn edit feature on and off.
- Informs and educates all your sellers, and gives them the tools to manage their business transaction process through your website; giving them the one-stop resource center they need to effectively sell their business.
- Includes complete article library from Business Brokerage Press on the selling process including articles on financing, using a business transaction professional, valuation, and general business statistics.
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