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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

The BellaRuby 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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Keep exploring

Learn more about all features

VENDOR NETWORK

Send leads to local
business owners.

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CONTENT MARKETING

The industry’s first and only predictive content marketing library.
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MyBio PRE-LISITNG PACKAGE

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

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

Give free home management software, stay connected forever.
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FOREVER FREE CRM

Make real estate a game with the industry first multi player experience
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SMS & DIRECT DIAL

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

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