Smart Solutions ETS Real Estate Transaction Coordinating (BROKER SOLUTIONS) Thank you for visiting our presentation and for the opportunity to be considered for your office real estate transaction coordinating needs. The purpose of this slide show is to familiarize you with our team, our philosophy and our coordinating strategies. Our team approach, focuses on personal customer service and unrivaled coordinating programs & consumer guarantees which will result in a smoother and more profitable real estate transaction experience for you, your agents and for their clients. Take a few minutes to look through our slide show, and then contact us and give us a chance to earn your business - you'll be glad you did. "You can achieve anything you want in life if you have the courage to dream it, the intelligence to make a realistic plan, and the will to see that plan through to the end.“ Sidney Friedman

About Smart Solutions Smart Solutions, is one of few companies that provides the "complete back-office" administrative function for Brokers , Real Estate Transaction Coordination and Virtual Assistance all in one location. With the ability to handle hundreds of TC files per month, we guarantee to deliver experience, professional and friendly service to you, your agents daily duties & real estate files. Using State-Of-The-Art Technology , provides turnkey solutions for both Transaction Coordinating & Virtual Assistance. Our online software enables brokers, agents & clients to have access to their files 24/7 from anywhere in the world. Our transaction management teams are well qualified to manage the most intricate of files and ensure that we will be there to successfully partner with your company. Most appealing is the fact that you & your agents no longer need to worry about collating reams of paperwork for files. Instead, we archieve your transaction file for up to 7 years enabling you to have full access to all files with a click of a button! We will also send you a professionally presented and fully DRE compliant digital copy of the transaction - on CD - when it is completed. "Years may wrinkle the skin, but to give up enthusiasm wrinkles the soul” Douglas MaCarthur

Smart Solutions, is one of few companies that provides the "complete back-office" administrative function for Brokers , Real Estate Transaction Coordination and Virtual Assistance all in one location.

With the ability to handle hundreds of TC files per month, we guarantee to deliver experience, professional and friendly service to you, your agents daily duties & real estate files.

Using State-Of-The-Art Technology , provides turnkey solutions for both Transaction Coordinating & Virtual Assistance. Our online software enables brokers, agents & clients to have access to their files 24/7 from anywhere in the world.

Our transaction management teams are well qualified to manage the most intricate of files and ensure that we will be there to successfully partner with your company.

Most appealing is the fact that you & your agents no longer need to worry about collating reams of paperwork for files. Instead, we archieve your transaction file for up to 7 years enabling you to have full access to all files with a click of a button! We will also send you a professionally presented and fully DRE compliant digital copy of the transaction - on CD - when it is completed.

Smart Solutions Transaction Management Platform “TMP” Smart Solutions Transaction Management Team uses an Internet-based transaction management platform (TMP) that acts as a virtual 'meeting place' for your Smart Solutions Transaction Coordinator, Agents, Assistants, Broker, Title and Escrow Providers, Lenders, Vendors, Sellers, and Buyers. Our TMP offers you and each agent a private, secure, password-protected platform for communications, documents, task lists, orders, messages and much more. All relevant parties to transactions communicate and collaborate via your TMP platform. Your system provides your agents and broker the ability to order services online, receive status updates on the service and receive documents electronically that are associated with the transaction. The Broker can "click in" to see the status of any transaction. Also, your agents transaction management platform means that their customers have a 24x7 place to communicate with them. As you, your agents, client and vendors use our TC Services, they are building an electronic record of the transaction. This electronic record contains every message, all communications, all contact information, every document, every task completion date, and every event that was posted on their TMP. "Only those who will risk going too far can possibly find out how far one can go." T.S Eliot

Smart Solutions Transaction Management Team uses an Internet-based transaction management platform (TMP) that acts as a virtual 'meeting place' for your Smart Solutions Transaction Coordinator, Agents, Assistants, Broker, Title and Escrow Providers, Lenders, Vendors, Sellers, and Buyers.

Our TMP offers you and each agent a private, secure, password-protected platform for communications, documents, task lists, orders, messages and much more.

All relevant parties to transactions communicate and collaborate via your TMP platform. Your system provides your agents and broker the ability to order services online, receive status updates on the service and receive documents electronically that are associated with the transaction.

The Broker can "click in" to see the status of any transaction. Also, your agents transaction management platform means that their customers have a 24x7 place to communicate with them.

As you, your agents, client and vendors use our TC Services, they are building an electronic record of the transaction. This electronic record contains every message, all communications, all contact information, every document, every task completion date, and every event that was posted on their TMP.

Lower Your Overhead Expenses And Stream-Line Your Business Processes We have more than just an electronic document management system and TC Program. Take a look on how we can efficiently and effectively increase company & agents productivity and lower your company’s overhead costs! Move business online Monitor real-time progress of the transaction (we constantly audit in-process files & risk management) Manage, share and archive documents (time saver) Post and receive messages Receive automatic event notifications (time saver) Streamline the list-to-close process Integrate with key electronic touch points in the real estate process (time saver) Eliminate time-consuming status tracking Facilitate communication among all parties (professionalism) Diminish courier and overnight mail expenses (cost saving) Reduce hard copy paper clutter (cost saving) Provide a new level of service Extend office beyond brick and mortar with mobile technologies (efficiency) Differentiate company from the competition with online services (image builder) Increase brand awareness (image builder) Create a great customer experience (image builder) Key service highlights Distribute documents, forms and messages by e-mail or fax (time saving) Manage workflow with task assignment and calendar views (time saving) Auto alerts and notifications sent to e-mail, fax or PCS phone (risk management) Fax or e-mail orders to affiliates with forms and documents (time saving) Real-time reports by users, branches or across enterprise (time saving, risk management) Dissolve long-term storage costs with digital archiving (cost saving) Provide an audit trail of the transaction history (risk management) "Everyone who has ever taken a shower has had an idea. It's the person who gets out of the shower, dries off, and does something about it that makes a difference." Nolan Bushnell

We have more than just an electronic document management system and TC Program. Take a look on how we can efficiently and effectively increase company & agents productivity and lower your company’s overhead costs!

Move business online

Monitor real-time progress of the transaction (we constantly audit in-process files & risk management)

Manage, share and archive documents (time saver)

Post and receive messages

Receive automatic event notifications (time saver)

Streamline the list-to-close process

Integrate with key electronic touch points in the real estate process (time saver)

Eliminate time-consuming status tracking

Facilitate communication among all parties (professionalism)

Diminish courier and overnight mail expenses (cost saving)

Reduce hard copy paper clutter (cost saving)

Provide a new level of service

Extend office beyond brick and mortar with mobile technologies (efficiency)

Differentiate company from the competition with online services (image builder)

Increase brand awareness (image builder)

Create a great customer experience (image builder)

Key service highlights

Distribute documents, forms and messages by e-mail or fax (time saving)

Manage workflow with task assignment and calendar views (time saving)

Auto alerts and notifications sent to e-mail, fax or PCS phone (risk management)

Fax or e-mail orders to affiliates with forms and documents (time saving)

Real-time reports by users, branches or across enterprise (time saving, risk management)

Dissolve long-term storage costs with digital archiving (cost saving)

Provide an audit trail of the transaction history (risk management)

The Smart Solution Advantage! Attract and retain new agents Attract new agents and retain your existing by offering the latest and greatest technologies. Smart Solutions mobilizes your agents – allowing them to conduct business outside of your brick and mortar office. Our system is designed to increase your operational efficiencies, accelerate your agent’s transactions and enhance client relationships. Streamline the real estate transaction Smart Solutions TMP provides transparency into real estate transactions with online access to all of the documents pertaining to transactions. Documents can be posted through fax, print-to-file or e-mail. In addition to streamlining the transaction process, you and your agents can cut costs by sharing a single, real-time electronic documents, and facilitate communication logs. Reduce liability and ensure regulatory compliance Reduce your liability and ensure regulatory compliance. We provide a repeatable transaction process, as well as a transaction audit trail to monitor compliance. At closing, files are easily archived or burned to a CD for permanent document storage. “ The difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next. The difference between the two is the difference between living fully and just existing”. Michael E. Gerber

Attract and retain new agents Attract new agents and retain your existing by offering the latest and greatest technologies. Smart Solutions mobilizes your agents – allowing them to conduct business outside of your brick and mortar office. Our system is designed to increase your operational efficiencies, accelerate your agent’s transactions and enhance client relationships.

Streamline the real estate transaction Smart Solutions TMP provides transparency into real estate transactions with online access to all of the documents pertaining to transactions. Documents can be posted through fax, print-to-file or e-mail. In addition to streamlining the transaction process, you and your agents can cut costs by sharing a single, real-time electronic documents, and facilitate communication logs.

Reduce liability and ensure regulatory compliance Reduce your liability and ensure regulatory compliance. We provide a repeatable transaction process, as well as a transaction audit trail to monitor compliance. At closing, files are easily archived or burned to a CD for permanent document storage.

Why Should My Company Partner With Smart Solutions ETS? To put it bluntly, because, 1) We will do the most effective job at Transaction Coordinating. and 2) We believe that we are the most experienced and the most effective TC Company in California. We have assembled a team that includes former Escrow Officers from major national Title Companies, Loan Processors, as well as a staff of experienced, dedicated, professional non active Realtors with minimum of 10 years experience who understand how to keep your transaction moving forward. Under a team scenario such as ours, we have specialists. We have escrow officers who deal with escrow functions, loan processors who deals with loan functions and licensed non active agents who handles the details of your agents transaction. If there’s a “ RED FLAG ” we’ll find it before it becomes a transaction issue or deal killer! No one transaction coordinator can do everything at the same time! Most TC’s are either great at people skills or great at paperwork. Rarely will they excel at both. Unfortunately, today's real estate marketplace demands that the transaction coordinator possess all of these skills. A Team Approach at Smart Solutions is your answer. "Hold yourself responsible for a higher standard than anybody else expects of you." Henry Ward Beecher

To put it bluntly, because, 1) We will do the most effective job at Transaction Coordinating. and 2) We believe that we are the most experienced and the most effective TC Company in California.

We have assembled a team that includes former Escrow Officers from major national Title Companies, Loan Processors, as well as a staff of experienced, dedicated, professional non active Realtors with minimum of 10 years experience who understand how to keep your transaction moving forward.

Under a team scenario such as ours, we have specialists. We have escrow officers who deal with escrow functions, loan processors who deals with loan functions and licensed non active agents who handles the details of your agents transaction. If there’s a “ RED FLAG ” we’ll find it before it becomes a transaction issue or deal killer! No one transaction coordinator can do everything at the same time!

Most TC’s are either great at people skills or great at paperwork. Rarely will they excel at both. Unfortunately, today's real estate marketplace demands that the transaction coordinator possess all of these skills. A Team Approach at Smart Solutions is your answer.

"Hold yourself responsible for a higher standard than anybody else expects of you."

Henry Ward Beecher

Are You Too Busy To TC My Agents File? No. While we coordinate a lot of transactions, we coordinate them one at a time. The fact that we have a large staff means we have more time for our clients. We have more time for our clients because we a lot of help behind the scenes using our team approach. Compare this with the TC who is trying to do everything themselves. Will my agents be shuffled around different TC’s at Smart Solutions? No. We dedicate to each agent their personal experienced coordinator for all transactions they open with us. Their personal Smart Solutions coordinator will utilize our staff of professionals to assist with behind the scenes activities on all aspects of their transaction. How does Smart Solutions coordinate so many files? Each staff member is an expert at there specific job. Simply, we can and do provide a higher level of coordinating service to our clients than most TC’s can even conceive of providing. Imagine that you're a quarterback of a football team. Would you rather have 1 player on your team or the power of 12 that you have with our team? "You cannot change anything in your life with intention alone, which can become a watered-down, occasional hope that you'll get to tomorrow. Intention without action is useless.“ Caroline Myss

No. While we coordinate a lot of transactions, we coordinate them one at a time. The fact that we have a large staff means we have more time for our clients. We have more time for our clients because we a lot of help behind the scenes using our team approach. Compare this with the TC who is trying to do everything themselves.

Will my agents be shuffled around different TC’s at Smart Solutions? No. We dedicate to each agent their personal experienced coordinator for all transactions they open with us. Their personal Smart Solutions coordinator will utilize our staff of professionals to assist with behind the scenes activities on all aspects of their transaction.

How does Smart Solutions coordinate so many files? Each staff member is an expert at there specific job. Simply, we can and do provide a higher level of coordinating service to our clients than most TC’s can even conceive of providing. Imagine that you're a quarterback of a football team. Would you rather have 1 player on your team or the power of 12 that you have with our team?

Do You Handle REO Files? Yes. We have an REO department dedicated entirely to REO transactions. Unfortunately, most REO agents lack on-line technology to manage REO properties. Transactions become cumbersome, slow and hard to manage. Our Transaction Management Platform enables our Transaction Coordinator to manage, maintain and monitor the entire transaction process for the busiest REO agent. Our REO TC program and on-line system automates and tracks all the required activities and creates a single point of communication and document processing for your REO agents, asset managers, and all other related parties within the transaction. Handling 100’s of REO files a month, we clearly understand the REO transaction process and will work directly with the asset manager if required by your REO agent. "When you judge another, you do not define them, you define yourself." Wayne Dyer

Yes. We have an REO department dedicated entirely to REO transactions.

Unfortunately, most REO agents lack on-line technology to manage REO properties. Transactions become cumbersome, slow and hard to manage. Our Transaction Management Platform enables our Transaction Coordinator to manage, maintain and monitor the entire transaction process for the busiest REO agent.

Our REO TC program and on-line system automates and tracks all the required activities and creates a single point of communication and document processing for your REO agents, asset managers, and all other related parties within the transaction.

Handling 100’s of REO files a month, we clearly understand the REO transaction process and will work directly with the asset manager if required by your REO agent.

Why Shouldn’t I Hire The Least Expensive TC Company Or Person? Everyone once to get as good a deal as possible and net as much money as possible when transactions close. Sadly, there are many agents and brokerage firms who hire an inexpensive in-house TC person to simply file or “shuffle” paperwork and not oversee, manage, look for “red flags” and put out fires to eliminate the possibilities of loosing their transaction or more importantly; loose REO accounts! Simply put… You get what you pay for. The fact of the matter is, we manage and run your agents transaction as if it were our own transaction. Many TC’s who discount their fees to obtain more business must resort to “paper pushing” or simple filers which do not take off the necessary transaction burden from you and your agents. We run the transaction from start to finish while keeping agents and brokers in the loop on all aspects of each transaction. Brokers and agents can be confident to open transactions with us then sit back relax and don’t worry. They can focus on getting their next deal or REO account. "The greater danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it." Michael Angelo

Everyone once to get as good a deal as possible and net as much money as possible when transactions close. Sadly, there are many agents and brokerage firms who hire an inexpensive in-house TC person to simply file or “shuffle” paperwork and not oversee, manage, look for “red flags” and put out fires to eliminate the possibilities of loosing their transaction or more importantly; loose REO accounts! Simply put… You get what you pay for.

The fact of the matter is, we manage and run your agents transaction as if it were our own transaction. Many TC’s who discount their fees to obtain more business must resort to “paper pushing” or simple filers which do not take off the necessary transaction burden from you and your agents. We run the transaction from start to finish while keeping agents and brokers in the loop on all aspects of each transaction.

Brokers and agents can be confident to open transactions with us then sit back relax and don’t worry. They can focus on getting their next deal or REO account.

"The greater danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it."

Michael Angelo

OK... You Got Me At Hello… How Much Per File? We have implemented a new " Flat Fee " pricing structure to accommodate Transaction Coordinating for the busy Brokerage firm and Busy Agents. We understand competing with in-house and outsource TC's with our " price per closed file " fee simply is not cost effective for the Brokerage firm or Busy Agent and have made many changes to stay competitive within the Real Estate industry. We now have many options to fit tight budgets! We've also expanded our coverage areas to Nevada and Arizona. * Agents : We will also accommodate multiple agents under a single plan! You spoke... We listened… We now give you an option to stay with our " price per closed file " fee or a " flat fee " per month based on "openings ". Our new "optional“ Flat Fee monthly pricing structure is as follows: Up to 06 openings per calendar month. $1600 monthly fee. Savings of over $500 per month ! Up to 10 openings per calendar month. $2450 monthly fee. Savings of over $1050 per month ! Up to 15 openings per calendar month. $3350 monthly fee. Savings of over $1900 per month ! Up to 20 openings per calendar month. $3800 monthly fee. Savings of over $3200 per month ! Up to 25 openings per calendar month. $4500 monthly fee. Savings of over $4250 per month ! Up to 30 openings per calendar month. $5100 monthly fee. Savings of over $5400 per month ! Over 30 per month? Please call for quote.

We have implemented a new " Flat Fee " pricing structure to accommodate Transaction Coordinating for the busy Brokerage firm and Busy Agents. We understand competing with in-house and outsource TC's with our " price per closed file " fee simply is not cost effective for the Brokerage firm or Busy Agent and have made many changes to stay competitive within the Real Estate industry. We now have many options to fit tight budgets! We've also expanded our coverage areas to Nevada and Arizona. * Agents : We will also accommodate multiple agents under a single plan! You spoke... We listened… We now give you an option to stay with our " price per closed file " fee or a " flat fee " per month based on "openings ". Our new "optional“ Flat Fee monthly pricing structure is as follows: Up to 06 openings per calendar month. $1600 monthly fee. Savings of over $500 per month ! Up to 10 openings per calendar month. $2450 monthly fee. Savings of over $1050 per month ! Up to 15 openings per calendar month. $3350 monthly fee. Savings of over $1900 per month ! Up to 20 openings per calendar month. $3800 monthly fee. Savings of over $3200 per month ! Up to 25 openings per calendar month. $4500 monthly fee. Savings of over $4250 per month ! Up to 30 openings per calendar month. $5100 monthly fee. Savings of over $5400 per month ! Over 30 per month? Please call for quote.

Call To Discuss Our “Broker Solutions” & Partnering With Us! Pam Miller and staff specializes in the management of Transaction Coordinating for the real estate industry. Located in San Diego, CA Their goal is to become the turn-to "back office" center for our industry. Although we use technology to manage our clients’ files, we still believes in “people service” when interacting with customers. Pam & staff are second to none in terms of expertise and customer service. Contact Pam Today at: 760-519-9821 or Click Here to email. "No matter how small and unimportant what we are doing may seem, if we do it well, it may soon become the step that will lead us to better things.“ I. Pollack Pam Miller CEO

Pam Miller and staff specializes in the management of Transaction Coordinating for the real estate industry. Located in San Diego, CA Their goal is to become the turn-to "back office" center for our industry.

Although we use technology to manage our clients’ files, we still believes in “people service” when interacting with customers. Pam & staff are second to none in terms of expertise and customer service.

Contact Pam Today at: 760-519-9821

or Click Here to email.