CRM

Flow ROI CRM is a true next generation CRM, with robust and effective action and marketing plans. Our CRM helps the agent strategically manage and analyze every client relationship for maximum exposure and presence delivering true ROI.

The agent and client are constantly engaged with real-time marketing analytics and activity tracking. The action and marketing plans maximize client engagement and retention.

MLS

Leveraging our intuitive platform, Flow ROI MLS is the simplest, most efficient way to do property searches, client prospecting, CMA, analytics, reports, and flyers.

Agents can use powerful natural language search or the advanced search to produce and communicate meaningful results to clients.   Flow ROI is designed by top producing agents who understand the need for clarity and efficiency-and have delivered it.

Tax

Flow ROI Tax is your integrated tax database system.  Our tax element puts tax information at your fingertips seamlessly and is completely consistent with our MLS search in functionality and design.

Signatures

Flow ROI Signature uses state-of-the-art, industry-leading document signature products.

Forms

Flow ROI Forms includes all state and in-house forms.  All necessary forms will be automatically added to the transaction, and content will be filled from known information already in the transaction.

No more copy and pasting…enter the information one time and it populates throughout our transaction.

Transaction Management

Track the entire transaction from the first phone call to closing, in one secure, mobile-centric platform with Flow ROI TM.

Track all:
– Email communication
– Text Communication
– Documents and Forms
– Signed contracts
– Expenses
– Events and appointments
– Notes

Dashboard

Flow ROI is dashboard driven, appropriately allowing staff, client, and management real-time snapshots of the entire transaction and business. The agent dashboard is populated with relevant content to help summarize activities, events, production, and expenses. The company dashboard allows the manager to view office production, agent performance and transactions.   Clear information – when you need it, where you need it, to make better decisions and serve clients better.

Portals

Agent, client, staff, and management efficiently manage the entire lifecycle of the transaction in a robust portal management system.  Agent and client are able to collaborate during all phases of the transaction.  Clients will have peace of mind with continuous access to information.   All conversations, activities, documents, forms, notes, and events are in one secure portal.