Online Checklists & Closing Binders
Deal closings are more organized and efficient with Workshare Transact. Use the secure online platform to manage your document checklist and deliver your closing binders.
Reduce administration when you’re under pressure and create a better client experience.
Organize and project manage transactions in a secure online workspace, without relying on email.
With files anchored to the online checklist in Workshare Transact, the latest version is available to all parties. And, when you’re creating the closing binder, you don’t have to hunt down fully executed versions. They’re all ready and waiting.
Provide secure access to files for all participants from any browser. You no longer need to share files over email. This removes the risk of files being sent to the wrong person during a closing.
Work in a well-structured, organized workspace that reflects the offline process you’re familiar with. The experience is more efficient; you’ll reduce email traffic and the associated stress.
Fabulous features of Workshare Transact:
- Built-in DeltaView comparison speeds up review times
- Get 2-way sync and share with all major DMSs
- Filter checklists by status to see what’s outstanding
- Provide instant updates to clients
- Create multiple closing binders if needed
- Ask questions and get support 24/7
Find out more or request a demonstration of Workshare Transact,
We’d love to hear from you.