Reform Solutions for Real Estate

The Concerns of Real Estate Organizations: Professionalism Quality of Customer Service Management of property and client information Immediate access to important information Document retention Compliance and security (C) 2013 FabSoft

How Reform Can Help Effortless form management Easy management of documents requiring notes or signatures Transparent document approval processes Simple electronic distribution of hard copy documents On demand form filling, printing and archiving Hands off postal sorting and address validation for direct mail delivery Easy management of property images (C) 2013 FabSoft

Effortless Form Management Reform Intelligently print and distribute real estate documents and marketing materials. Forms are automatically delivered to the needed recipients Forms are generated on-demand Eliminates the need to bulk purchase and store multipart forms (C) 2013 FabSoft

Reform – Form Management Solution PRINT Form Management Solution Workflow A document is printed from the user’s host application. A copy of the document is automatically sent to the client, the legal dept, and the electronic archive system. After Before PRINT FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Easy Management of Documents Requiring Notes or Signatures TagDoc Tag Doc tags forms requiring notes or signatures with a barcode. Barcode is associated with information on the document – MLS ID, property type, address, etc. Upon scanning, the barcode is recognized and the document is archived or routed for further processing. (C) 2013 FabSoft

Reform – Tag Doc Solution Tag Doc Solution Workflow Print form with Tag Doc barcode Client signs form Form is scanned and archived and indexed with other related files. SCAN Archive System John Smith Tag Doc Barcode Customer Signature (C) 2013 FabSoft

On-Demand Form Filling, Printing & Archiving Desktop Filler Access and process forms from the MFP screen with Desktop Filler. Print generic real estate forms or marketing materials, on-demand. Merge client data onto any form for accuracy and legibility. Completed forms are distributed to printers, fax, email, and archive systems (C) 2013 FabSoft

Reform – Form Filler Solution Desktop Filler Solution Workflow Walk up to MFP screen. Select form and lookup client information. Select Print. Client signs and returns form. Completed Form is scanned and automatically archived and distributed. PRINT SCAN FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Seamless Integration with Information Management Systems Modular Object Scanning Technology (MOST) Seamlessly integrate paper based and electronic workflows with MOST. Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information. Real Estate paperwork can be scanned and delivered to the appropriate destinations. (C) 2013 FabSoft

MOST Scanning Solution Workflow MOST Solution SCAN MOST Scanning Solution Workflow Paper is loaded into document feeder User selects function (Email, fax, archive, form filler, print, etc.) User enters information Select Process – jobs are processed and sent FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Transparent Document Approval Processes Document Authority Control (DAC) Signed contracts and other important property documents may need to be reviewed by various individuals Document Authority Control (DAC) automates document approval processes Documents can be viewed, approved, or revised, and then automatically sent to the next recipient (C) 2013 FabSoft

DAC Document Approval Workflow DAC Solution DAC Document Approval Workflow DAC notifies user of awaiting document User views and approves document from the DAC web interface Document continues to the next approver Fully approved documents is distributed FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Easy Image Management SnapDoc Digital photographs are used to provide a visual record of available properties. Snap Doc associates pictures taken with a digital camera, with the property information Pictures are automatically archived and delivered to the printers, fax, and email systems. (C) 2013 FabSoft

Snap Doc Solution Snap Doc Image Management Solution Workflow Print Snap Doc Worksheet Scan Barcode and Take Picture Write notes on worksheet Upload pictures & Scan Worksheet Pictures are distributed Take picture, Write notes Upload Pictures Scan Worksheet ..... FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Reform & Real Estate Success Stories

Time Share Company Customer Overview Business Challenges A very large timeshare company in southern California Business Challenges Inefficient contract management and approval process Previous Workflow Contracts were hand delivered to the recipients that needed to approve them Oftentimes documents would get lost or buried under other paperwork, causing delays and missed deadlines Solution Reform, MOST, Document Authority Control, TagDoc New Workflow Documents are scanned using MOST, archived and indexed to the digital archive system DAC notifies the necessary individuals when a document is awaiting their approval. Documents can be reviewed and approved from DAC’s web interface. Upon approval they are sent to the next approver. Documents that need signatures or handwritten notes are tagged with a TagDoc barcode. Due to the barcode, TagDoc recognizes the document upon scanning, and automatically routes and archives as needed. (C) 2013 FabSoft

Time Share Company Customer Overview Business Challenges A very large timeshare company in southern California Business Challenges Inefficient contract management and approval process Previous Workflow Contracts were hand delivered to the recipients that needed to approve them Oftentimes documents would get lost or buried under other paperwork, causing delays and missed deadlines Solution Reform, MOST, Document Authority Control, TagDoc New Workflow Documents are scanned using MOST, archived and indexed to the digital archive system DAC notifies the necessary individuals when a document is awaiting their approval. Documents can be reviewed and approved from DAC’s web interface. Upon approval they are sent to the next approver. Documents that need signatures or handwritten notes are tagged with a TagDoc barcode. Due to the barcode, TagDoc recognizes the document upon scanning, and automatically routes and archives as needed. (C) 2013 FabSoft