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.

 
ClientConnect has been just as its name says, a vastly improved way for client interaction and exchange of documents all in one place. The Identification system is by far the easiest of the other platforms AND no additional fee!

~Eileen Kim, Senior Law Clerk & Office Administrator at Realty Care Law
 

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 Exclusively in RealtiWeb!

ClientConnect is available everywhere RealtiWeb is.

 

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

READ MORE HERE