Make the most of your client relationship

Spending too much time chasing your client for deal information? Tired of playing email tag with your client?

ClientConnect is your all in one tool for client onboarding, collection of information throughout the lifespan of a transaction, and all the way to final closing.

No longer will your clients be confused about what information to provide you. ClientConnect makes it easy to see what has and hasn’t been sent.

 

Features

Client Intake

  • Intake templates for quickly collecting data

  • Sync data from your client into your RealtiWeb file

  • Signed and submitted written retainer agreements

Secure Document Sharing

  • Upload and share documents from RealtiWeb with your clients

  • Your clients can upload documents back to you

  • All documents available in the RealtiWeb file

Work in a Virtual World

  • Virtually host meetings through ClientConnect

  • Explain and review documents with your clients during the virtual meeting

  • Verify your client’s ID with compliant client ID verification technology (compliant with Law Society of Ontario (LSO) and Law Society of BC)

 
More great features on the way!
 

Available in Ontario, Manitoba & BC! Coming to other markets

RealtiWeb BC, Manitoba and Ontario clients have the convenience of ClientConnect to better connect them with their clients.

Outside of Ontario, Manitoba and BC? Have access to ClientConnect as soon as it’s available for your area by ensuring you have an LDD account and are signed up for RealtiWeb.

ClientConnect is planned to release in Alberta and Saskatchewan in May 2024.

 

Safe, Secure, Simple: Three Things to Look Forward To

READ MORE HERE