Relay Transaction Management

Designed for REALTORS®

Grow your business, not your files

With all of your transaction documents, activities, and contacts online, you’ll never miss a beat. You’re more organized, and your clients see a seamless, professional transaction. Flexible, affordable, and easy-to-use, RELAY® enhances the way you do business. Save time and keep ahead of the competition while delivering more information to your buyers and sellers.RELAY Transaction Management is the REALTOR®-owned online transaction tool that will revolutionize the way you work in real estate.

Write. Relay. Close.

It is simple. Provide better service to your clients with online real estate sales. Reduce trips to the office. Deliver contracts instantly. Stay organized and remain on task, no matter where you are. Streamline your real estate sales with RELAY®, the easy-to-use transaction management tool designed for the real estate professional. Flexible features and affordable pricing options fit the needs of every agent.

With RELAY®, your office is as close as the nearest internet connection.

Communicate with Everyone

You are always in control of what is shared with your client, service providers, and other agents. Work with your entire team online, and access files 24/7.

Work with Tools You Already Use

Create a complete file right from WINForms Online® or ZipForm®Online. Import contacts from Outlook® or TopProducer®. Send appointments right to your computer’s calendar.

Protect Your Clients

From scanning for viruses to secure sign in, you can breathe easy knowing that RELAY® keeps your information safe.

Win More Buyers and Sellers

Professional marketing tools showcase your services and sales. 24/7 access keeps you connected to new opportunities. The added services of online real estate set you apart from the crowd. Buyers and sellers see a secure custom website for their transactions. User-friendly features, instant feedback, and professional branding show your buyers and sellers that you offer interactive, top-notch service during every transaction.

RELAY® Features

Broker

• Site Administration - Add users – provide agent, broker, assistant, and transaction coordinator access

• Set up global templates for checklist and workflow

• Create global address book for Vendors and Service Providers

• Oversee agent transactions

• Manage office accounts

• Add multiple accounts at once with user import

• Control access - lock or unlock a user’s account

• Office management

• Control multiple locations from one online brokerage

• Independent office review and administration

• Risk management – history log, document/forms versions, notes

• Document and activity approval

• Download custom agent, office, and customer satisfaction reports

• Integration with LoneWolf

Agent

• Integration with ZipForm®Online and WINForms Online®

• Eliminates data redundancy – imports forms, contacts, and data

• Address book integration to fill out form fields

• Add and view documents directly from ZipForm®Online orWINForms Online®

• Stores independent versions of forms as forms are updated

• Import MLS data from participating Multiple Listing Services

• Invite clients into transaction

• Invite all sides into one transaction file, maintaining agency relationships

• Add assistants – transaction coordinators – delegates to transaction

• Invite vendors/service providers into transaction

• Add documents

• Add PDFs, spreadsheets, pictures, and other common computer files

• Upload large documents (up to 20 MB per document)

• Fax documents directly into the transaction file

• Clients, assistants, service providers can also add documents

• Set up agent-specific activities/templates

• One-click addition of all providers, documents and activities for the transaction

• Brokerage checklists and personal checklists for every transaction

• Set up reminders for activities

• Update multiple activities simultaneously

• Sort-able headers, flexible search, and sort priorities

• Morning email summary of all upcoming and past-due activities

• Reminder timeframe is set by agent

• Activities can be exported to Outlook® or desktop calendars

• Communication log for every transaction

• Entries cannot be changed or removed

• Specific entries can be shared with the client or other agent

• Select and email individual entries to anyone

• Branding (picture, address, and property information) of house

• View and control documents and data

• Email or fax documents out of RELAY®

• Custom, public site for sharing documents and marketing listings

• Import MS Outlook® Contacts

• Export contacts to MS Outlook®

Consumer

• Consumer views branding of agent, broker, and property

• Access to documents, activity checklist, and notes provided by agent

• Consumer may be granted permission to upload documents by agent

• May be granted permission to add notes to the communication log

• Client Satisfaction survey – allows immediate feedback to Agent/Broker

• CD-ROM closing package

• Foreign language support - Spanish – English – Chinese – Vietnamese

Vendors and Service Providers

• Convenient and easy to use

• Free to use, no special membership or fees

• Share any electronic document with agents

• Up to 20 MB per document, stored securely online

• Receive electronic or faxed documents, forms, or orders

Miscellaneous

• Transaction branding

• Agent and broker brandin

• Chose CD contents (notes, history, activities)

• Chose documents to be included

• Chose versions of documents to be included

• Ability to archive transaction on CD, DVD or hard drive

• Integration

• ZipForm®Online forms, contacts, and data

• WINForms Online® forms, contacts, and data

• TopProducer® Contacts

• Outlook activities and contacts

• LoneWolf back office software

• MLS data from participating Multiple Listing Services

• History of the transaction tracked automatically

• Records include events, activity, emails, document access and more

• Reports

• Ability to view/print/email searches and reports

• Training & Support

• Video Training Clips

• Frequently asked questions and searchable database

• Live Help Desk Support Monday-Friday 8 a.m.- 8 p.m. EST

• Onsite Training at associations and from Certified Trainers

• Webinar Training

• Easy to use interface – real estate transaction folder-based design

• Foreign Language Support

• Spanish – English – Chinese – Vietnamese(other languages may be added)

• Security

• REALTOR® Secure Certification (NAR’s certification)

• CyberTrust – Independent Security Auditor

• Data and Forms backed up immediately

• Backup to multiple independent, secure physical locations

• Securely encrypted website

• Virus Scanning of every document uploaded to RELAY®

RELAY(TM) transaction management software adds capabilities

- RELAYTM an Internet tool for real estate professionals to manage transactions and collaborate with clients and affiliates through a custom Web site, today announced the release of RELAYTM Version 5.0. The newest enhancements to RELAYTM add brokerage tools to the existing document, activity, and file management features which real estate professionals across the country are using to win today's buyers and sellers.

"With RELAYTM 5.0, brokers, agents, and teams of every size can streamline their operations with the latest features designed to meet the needs for managing any office," said RE FormsNet Chairman Robert Bailey. "The latest version of RELAYTM software allows users to effortlessly create custom reports for their offices, clients, and sales teams. By using RELAYTM 5.0, real estate professionals are able to work directly with the tools they already use in transactions and can approve and update files quickly and securely from any location."

RELAYTM features one-click integration with ZipForm Online® and WINForms Online®, the electronic forms software used by nearly 400,000 REALTORS® nationwide. With one-click integration, users can easily sync transaction data and completed electronic forms with a RELAYTM transaction Web site.

New features of RELAYTM Version 5.0 include:

Document Approval

Custom Reports

Agents can assign assistants and transaction coordinators to be automatically included in RELAYTM interactive transaction files, enabling support staff to work efficiently at the start of every transaction.

MLS Import

Users can create online files quickly with information imported directly from participating multiple listing services (MLS). Property pictures, addresses, and other key information can be added quickly and easily with a few clicks.

Office Integration

Real estate professionals can connect to the most popular software for office and financial management, and can seamlessly incorporate the risk management and sales benefits of online real estate into existing office operations.

Enhanced Workflow

Designed to help offices run more efficiently and further reduce risk, RELAYTM Version 5.0 enhancements include additional tracking features, streamlined CD-ROM generation, and address book integration.

Hailed by industry leaders as a mission critical enhancement to the services provided by REALTORS® to home buyers and sellers, RELAY? has maintained a rapid schedule of advancements in quality features development since its launch in 2005.

The software already incorporates direct service provider access, allowing users to invite escrow, title, attorneys, and other service providers to participate directly in RELAYTM online real estate transactions. Users who are NATIONAL ASSOCIATION OF REALTORS® (NAR) members also can distinguish themselves with a RELAYTM badge in the "Find a REALTOR®" section of www.realtor.com and www.realtor.org, attracting new clients and highlighting their services as a RELAYTM agent.

RELAYTM has been declared compliant with security standards set by Cybertrust Inc., a global information security specialist, and was awarded the REALTOR® Secure designation by the NATIONAL ASSOCIATION OF REALTORS®' Center for REALTOR® Technology (CRT), certifying that best practices are in place to protect client data and systems from risk.

For more information about RELAYTM Version 5.0, go to www.rebt.com.

The RE FormsNet family of tech-savvy products has become the recognized industry standard for electronic real estate forms and transaction management systems and currently are used by more real estate professionals than any other real estate software program. RE FormsNet (REFN), the creator of ZipForm®, is a REALTOR® BenefitsSM partner and the Exclusive and Official Forms Software of the NATIONAL ASSOCIATION OF REALTORS®. REFN also offers RELAYTM, the Web-based transaction management system/Internet tool. RE FormsNet provides transaction solutions to REALTORS® that enhance the value of services REALTORS® deliver to their clients while improving REALTORS®' productivity and efficiency. ZipForm® is available to more than 1,055,000 REALTOR® members in the U.S. REFN is a subsidiary of Real Estate Business Services, Inc. (REBS) and is a joint venture between REBS and the NATIONAL ASSOCIATION OF REALTORS® (NAR).

The NATIONAL ASSOCIATION OF REALTORS®, "The Voice for Real Estate," is America's largest trade association, representing more than 1.3 million members involved in all aspects of the residential and commercial real estate industries. Real Estate Business Services Inc. (REBS) is a subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS® (C.A.R.) and the leading provider of real estate products and services to practitioners in California.

Leading the way...® in California real estate for more than 100 years, the CALIFORNIA ASSOCIATION OF REALTORS® (www.car.org) is one of the largest state trade organizations in the United States, with nearly 200,000 members dedicated to the advancement of professionalism in real estate. C.A.R. is headquartered in Los Angeles.

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