The Wise Agent is a complete Internet based business management system that
Realtors and lenders need to run and organize their business. Wise Agent is
loaded with easy to use contact management, time management, transaction
management, document storage and marketing tools to streamline their
business. We provide a free 30 day trial, free training, 24hr customer
support, and no contracts to sign. The Wise Agent has been live for 5 years
now and we have over 7,000 agents around the country using our system
daily.
Contact Management
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Unlimited Clients and Categories
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Sync to your PDA-Outlook or Palm Attach documents to clients
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Date & time-stamped contact notes
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Transaction Management
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Checklists to walk you through your transactions
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Attach vendors, documents, & notes to your transactions
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Automatically populates critical dates on your calendar
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Print or email your checklist at anytime
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Time Management
- Day
Planner, To do list, and Call list
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Send automatic alerts to your cell phone and email
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Marketing Program alerts to your day planner
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Automatic reminders of Birthdays and Anniversaries
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Team Solutions
- Up
to 5 team members can use one account with no extra cost
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Unlimited access from multiple computers simultaneously
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Create an Outside team by linking to other Wise Agent users
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Share events, clients, vendors, & Checklist templates with outside team
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Document Storage
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Upload your digital files for long-term secure storage.
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Upload images for storage and use throughout system.
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No
Contracts to sign
We are so
confident that you'll love The Wise Agent™ that we don't ask you to sign
anything! All memberships are month to month!
No
Software to Install
The Wise Agent™ is
internet-based so access is as simple as launching your web browser! And
your security is protected with 128-bit encryption
FREE
Training
The Wise Agent™
offers free on-line training Classes almost every day of the week. For large
Groups we also are available for live classes
FREE
Support
The Wise Agent™
provides the kind or customer attention you deserve! When you need help, we
are available 24/7 and we will answer your ticket in 10 minutes or less.
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For more info, or to register for free - no credit card required - ,
click here!
If at some point you decide to keep using it, just pay for it -
$24.95/mo.
