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Manage closings with ease and efficiency.

Automate tasks, schedule appointments, connect with closing parties and manage documents all from just one screen.

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Introducing

Your Expert Transaction Manager

Automate closings early by setting up Default Tasks

  • Plan the perfect experience up front, and never miss an important detail.
  • Trigger repeatable seller tasks on every new listing sale.
  • Stop repeating yourself and do the same with buyer tasks.

As soon as you ratify a contract...

You’ll start a new transaction right from
the contact record

  • The industry’s cleanest designs and simplest workflows
  • Change the status of your customer to UNDER CONTRACT to begin a new transaction.
  • Seamlessly enter the transaction right when you need to.

Now apply your default tasks with just one click

  • Apply your pre-planned task to every new listing with just a quick click
  • Delete or modify tasks that don’t apply.
  • Use Zapier to connect your google calendar to check tasks off on the go.
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Add important details like the sales price, closing date and commission

  • Measure what’s most effective by adding the source of business
  • Add tags to further categorize what’s working.
  • Know what’s the best return on your time and effort and plan to do more of the same.

Add closing parties on the fly

  • Make communication easy while bringing everyone together as a team.
  • Select closing parties from your Vendor Network.
  • Or add them on the spot and tee them up for their Vendor Network invite at the same time.

The Activity Stream keeps a timeline record of all communications

  • You and your staff can log calls and add notes to the transaction timeline.
  • Every email and text message gets recorded.
  • Includes all communications with closing parties too!
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Here's how to extend your services into their home ownership journey!

Step #1

Add property specific reminders from their home inspection.

  • Keep helping after the sale by adding hyper relevant touches
  • Use the inspection to add deferred maintenance reminders.
  • Add community reminders like changing their driver’s license.
Step #2

Upload the inspection, appraisal and other important documents

  • Add the appraisal and survey for safekeeping.
  • Include the home inspection as a way to bring more value later.
  • All the documents you add here, transfer into their new Home Management Software.

This closing gift gives back to you also!

Step #3

Mark the file as closed, and send them their free home management system

  • While working the transaction, you were also wrapping their closing gift.
  • Their home management includes all the closing parties, access to you and your trusted vendors, the documents and more.
  • As soon as you mark the property as closed, the invitation gets sent.
  • You stay relevant, in flow and will always have a reason to call!

PRO TIP

Make sure to label your tasks so we can auto suggest content to share!

Get more referrals through constant consulting!

  • When adding tasks, make sure to use the built in codes.
  • This will help BellaRuby learn where your customers are in their journey.
  • We can then suggest content to share so you can consult on a deeper level when they need it.
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VENDOR NETWORK

Send leads to local
business owners.

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CONTENT MARKETING

The industry’s first and only
predictive content marketing library.

TRANSACTION MANAGER

Showcase your brand and offerings
while making your first meeting
all about them.

MyBio PRE-LISITNG

Showcase your brand and offerings
while making your first meeting all
about them.

HOME MANAGEMENT

Give free home management
software, stay connected forever.

AGENT MAP

Send and receive market to
market referrals with other agents.

SMS & DIRECT DIAL

Easy and seamless
communication with 
all your customers!

ZAPIER INTEGRATION

Connect your calendars, IDX website,
gift giving solutions, your Instagram account...

FOREVER FREE CRM

Make real estate a game with the
industry first multi player experience

Keep exploring

Learn more about all features

VENDOR NETWORK

Send leads to local
business owners.

Learn More

CONTENT MARKETING

The industry’s first and only predictive content marketing library.
Learn More

MyBio PRE-LISITNG PACKAGE

Showcase your brand and offerings while making your first meeting all about them.
Learn More

AGENT MAP

Search the AgentMap, hand-pick agents in any market, and share them with your outgoing referrals.
Learn More

HOME MANAGEMENT

Give free home management software, stay connected forever.
Learn More

FOREVER FREE CRM

Make real estate a game with the industry first multi player experience
Learn More

SMS & DIRECT DIAL

Another first in the industry from BellaRuby! Send text messages and make calls using your own phone number.
Learn More

FULL ZAPIER INTEGRATION

Connect your calendars, IDX website, gift giving solutions, your Instagram account…
Learn More
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