1. Reform Solutions for Real Estate

2. 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

3. 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

4. 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

5. 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
(C) 2013 FabSoft

6. 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

7. 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

8. 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, , and archive systems
(C) 2013 FabSoft

9. 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
(C) 2013 FabSoft

10. 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

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

12. 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

13. 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
(C) 2013 FabSoft

14. 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 systems.
(C) 2013 FabSoft

15. 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
(C) 2013 FabSoft

16. Reform & Real Estate Success Stories

17. 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

18. 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