Agents, brokers, lenders and clients can work together in FileWorks Online to provide critical information with permission-based access in a secure environment.



Real Estate

• make a folder for each client and then create subfolders to provide access to the clients and lenders


• clients can upload confidential information or use the optional toll-free fax line to fax documents to the account


• lenders, appraisers and buyer's agents can have access to provide access to reports


• deal points can be quickly and confidentially negotiated—with electronic signatures securing negotiations


• notifications allow all parties to be alerted when new documents, faxes or signatures have been received or documents have been accessed


• agents can set up folders for other functions, as well, such as marketing activities and expenses


• administrative staff or freelance designers can be given access to marketing folders to upload sales flyers and photos


• save money on postage and delivery by providing sensitive documents electronically in a more secure system than vulnerable email attachments

Property Management

• from a central location, all documents can be uploaded into separate file folders for each property


• use the free scanning software to upload paper documents


• standard documents can be made available to property owners, while documents of board interest can be separated and protected by permission-based access


• board members with User-level access can attach Notes to documents and files.


• a complete history of who viewed a document is stored with that document


• competitive bids, including specifications, signatures and change orders, can be handled electronically


• Notifications alert key parties when documents are uploaded or actions are taken


• Copying and mailing costs are eliminated or vastly reduced