Your transactions are your business and it is a standard practice to maintain complete copies of every transaction. Most transaction management systems will save your data and do not limit storage space. However, implementing an automated integration to transfer, file, save and store your transactions from your TMS to a digital drive is highly useful in ways that you may not have considered. 

Who needs an automated import from a TMS to a digital drive like Dropbox or Google Drive?

i

#1

An agent using a TMS system provided by your broker and wants to easily maintain their own separate copy of all your transactions for your personal business files.

#2

A broker who  needs a way to easily access, add documents to and share their stored transaction content with past clients and agents.

#3

A broker, who needs a backup copy of your transactions, separate from their TMS, to provide added compliance and operational benefits.

#4

A broker or an agent who wants to use data from their transactions for forecasting and operational and agent activity reports.

#5

An agent who is changing brokerages and you now want copies of your transactions.

Here is How API Nation Can Help:

At API Nation, we can automate the process of transferring, updating, saving and storing your real estate transaction files from your TMS to both Google Drive and Dropbox. This automatic import works 24/7, listening for any changes or updates to your transactions and electronically transfers all related documents and updates to your digital drive. It is your digital organization assistant. Imagine the time and mental energy you can save knowing your business is being automatically saved and organized for you.
It is good business practice to have back up copies of your transactions because transactions are your business.If you consider the following benefits realized by automating the storage of your transactions, it is well worth the hourly rate of .09 to .13 cents to automate this for you.

  • Increased control and accessibility of all your business/transaction content
  • Simplified transaction document sharing with client and agents
  • Enhanced compliance benefits for brokers
  • Easy-to-use forecast, operational and agent activity reports

Check out two of our most frequently used integrations, Google Drive and Dropbox. We currently offer connections for these digital drives to both dotloop and DocuSign Rooms. 

Dotloop to Google Drive

DocuSign Rooms to Google Drive

PS. Dropbox sync for dotloop is available here

If you have a different Transaction Management System that you would like for us to provide an automated integration to please let us know here.

Any questions, please contact us at sales@apination.com