Use code "Beta" to join our course next implementation group
for a $500 discount. Expires 7/21/24
Transform your real estate transaction
workflow with TCAssist.io
Our course offers a proven system to streamline transaction management, reduce manual tasks, and increase efficiency, all within FollowUpBoss. Save time, improve client communication, and ensure no detail is missed with tailored workflows, templates, and automations. Join our next group now to enhance your productivity and close more deals.
Learn how to install and leverage this proven system via weekly video trainings. Over 6 weekly videos and live sessions you will get:
over 100 transaction emails
buyer/seller and listing deal pipelines for easy visual on your
transactions
custom fields to reduce data entry easily track critical info
(including from your mobile device via the app
tailored action plans that put the client first and keep YOU
highly organized
templates and task lists that can be customized to your area
of specialty and State or Broker requirements
automate repetitive tasks and data entry to save you or your
TC time
carefully thought out system leaves clients with a high
touch feel
NAR changes friendly, be ready NOW for a higher level of Buyer
Broker tracking and the potential for more complex commission
tracking
created for solo agents and TCs all the way up to large teams
and brokerages and easily customized for a TC or admin
Wait, theres more! Enroll in my course and you will also get these
items for FREE for a limited time:
membership in the TCAssist.io course community for weekly live implementation trainings and our private #OpsSquad Facebook
group
Library of member only, easy to follow recordings for self
implementation or if you miss a live training
Access to our AI contract summary tool to save you even
more time in data entry!
Sound familiar?
you're dropping the ball trying to stay caught up with
multiple transactions or listings
struggling to keep up with a system to keep track of
Buyer Broker agreements
finding that you are spending too much time logging
in and out of multiple systems daily
feeling like your clients aren't getting the quality
experience you want them to have
struggling to stay on the same page as your agents
or staff as to where a transaction checklist stands
Good news.....you are in the right place! As an agent
myself and a team operations manager, I understand all these struggles
Pressed for time? Book a discovery call to learn about our Done
For You solution
Become a master at efficiently managing transactions in FollowUpBoss
Still thinking you can keep up with doing things the old way? Let me help you shave hours off
your transaction workflow, close more deals, and take your real estate business to new heights.
How many more commissions could you earn if you cut back time spent on admin tasks?
This comprehensive course will guide you step-by-step through leveraging FollowUpBoss software to optimize your transaction processes and drive efficiency, organization and transparency.
Other Real Estate Pros have chosen the TCAssist.io
Transaction Management Course to:
Learn from an industry expert with two decades of experience
in real estate sales, operations and FollowUpBoss
Gain practical skills and strategies to efficiently manage
transactions from start to finish INSIDE FollowUpBoss (no
logging in and out of systems all day)
Maximize your productivity and effectiveness with proven
techniques and best practices that have helped the team I
oversee close over 1200 transactions
Access a wealth of training, including tutorials, best practices,
systems and templates to run an efficient real estate business
Join a community of like-minded professionals for ongoing
learning and networking
Don't wait! Join us and discover how to:
Harness the full power of FollowUpBoss CRM as your ultimate transaction management system
Lightly customize pre-built workflows and tasks lists tailored to your unique market and area of specialty, state and broker requirements
Customize templates that streamline communication and ensure continuity and a high standard of client care and communication throughout the transaction process
Automate repetitive tasks and data entry to save time and increase productivity
Foster collaboration and transparency among team members, staff, co-agents and vendor partners for seamless deal management
Drive more sales and achieve unparalleled success
Don't miss out on this opportunity to transform your business and take your career to new heights. Enroll now and start your journey toward mastering transaction management with FollowUpBoss CRM today!
Why work with Chelly?
Hi, you can call me Shay and I build operational real estate systems that any agent or team can use to close more business. Since 2005, I have personally coached over 100 real estate agents to become the most productive version of themselves as well as personally listed and sold hundreds of homes in Arizona.
I've created this tool to help organize your database and real estate business operations as a solo agent, team or brokerage. In fact, the Team I manage has used a very similar system in FollowUpBoss to close on over 1200 transactions.
As the COO for The HYLAND GROUP | eXp Realty, I work everyday to ensure our agents have systems and processes to close more business. Our team of 18 agents has closed over 3500 transactions and over $1 Billion in sales volume.
What pain points does the TCAssist.io course address?
The course tackles common challenges in real estate transaction management, such as repetitive tasks, manual data entry, inconsistent communication, and managing multiple transactions. It provides strategies to streamline workflows, automate tasks, and improve communication to enhance efficiency and client experience.
How does this course help with repetitive tasks and manual data entry?
Our course offers techniques to automate repetitive tasks and reduce manual data entry. By streamlining workflows, you’ll save time and effort, allowing you to focus on more critical aspects of your business.
How can this course improve communication with clients and team members?
The course includes standardized communication templates and leverages Follow-Up Boss features for transparent communication. This helps prevent misunderstandings and delays, improving the overall client experience and team collaboration.
What solutions does the course offer for managing multiple transactions simultaneously?
You’ll learn to structure transaction management processes, create effective checklists, and utilize automation. These insights simplify coordination and ensure that no details are overlooked, even when handling multiple transactions.
How does the course address compliance and risk management?
TCAssist.io is NOT a Broker compliance and doc storage system but is meant to work along side those types of software. TCAssist.io does provide checklists, email templates and strategies for incorporating compliance measures into Follow-Up Boss workflows and ensuring task completion. This helps you or your team meet your states suggested timelines, have clear communication, be reminded on important stages of the listing or transaction and thereby mitigate risks, reducing the chance of errors or omissions.
What guidance does the course offer on leveraging technology for transaction management?
The course provides practical advice on utilizing Follow-Up Boss features, integrating with other tools, and staying updated with technological advancements. This ensures you can harness the full potential of technology for successful transaction management.
Who is this course designed for?
The course is tailored for solo real estate professionals, transaction coordinators, operations/admin staff, team leaders, and brokerage owners. It is designed to maximize efficiency, transparency, collaboration, and successful deal closures.
What will I learn from this course?
You’ll learn to build custom workflows, templates, and automations to manage transactions effectively using FollowUpBoss CRM. The structured video lessons will help you streamline your workflow, organize client interactions, create communication continuity, save time, and drive more sales.
How will this course benefit my real estate business?
By mastering transaction management with FollowUpBoss, you’ll enhance your productivity, improve client communication, and close more deals. The course empowers you with the tools and strategies needed to achieve unparalleled efficiency and success in your real estate business.
Need more info?
Book a discovery call and let's talk!
Testimonials
Discover What Others Are Saying About My Course – Real Stories, Real Results!
I highly recommend Chelly Herren. She is an operations guru at reporting, analytics, accountability, transaction management, and all other things operational. She is encouraging and truly wants you to achieve.
Elena Kee (Founder of KTSTechnologies.com)
I can't recommend this course enough! The insights and strategies I learned have completely transformed how I manage transactions in FollowUpBoss. Thank you!
Sarah T. (Real Estate Agent)
This is super cool. I always get amazed at what people can do within FollowUpBoss and it never ceases to amaze me what they can pull off.
Tristian Ahumada (Founder of LabCoat Agents, Real Estate Coach)
This course is a game-changer for anyone looking to streamline their real estate business. The instructors are experts in their field, and the content is incredibly valuable. Worth every penny!
John M. (Brokerage Owner)
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