The Only "Tech" You Need For Your Real Estate Team Or Brokerage

Agent, Team, & Broker Workflows

Fully customizable transaction management workflows for agents, teams and brokers.

Customize Transactional Task Management

Integrate your own systems, tasks and processes among multiple roles.

Seamless Integration & Onboarding

Done for you set -up. Our team will help make your onboarding seamless.

Auditing That Saves Time

Simplified auditing, compliance, and record keeping with full transparency.

File Sharing Among Multiple Parties

Easily share files with agents, transaction coordinators, staff, and team.

Video Email For Enhanced Customer Service

Video email system right inside the transaction room to communicate with clients! (Coming Soon)

Vendor Management

Promote your preferred vendors throughout the entire transaction process.

Integrations

Zapier Integration for most major softwares so you can have everything in one place.

Client Facing Log In

Client facing login and full transparency. Lets clients follow along during the transaction.

Esignature

Ability to map, template and sign documents digitally.

Document Template Building

Ability to template, auto-create documents and send out for digital signature.

ACH

Ability to pay all of your agents directly from your bank account to theirs with a click of a button at the closing of each transaction.

QB Integration

QB online will fully integrate with Sweet Assist and all of your transactions making you more efficient and accurate on a daily bookkeeping basis.

LMS Training System

Ability to create and assign courses/lessons to specific agents within the system while tracking fulfillment of these trainings.

Tiered/Capping Commission Plans

Ability to set and forget Commision plans for flat fees, percentages and different tiers specific to each and every individual agent.

Ability to set and forget Commision plans for flat fees, percentages and different tiers specific to each and every individual agent.

Video Email messages to stay in touch with past clients and database. We’ll even tell them what to say and when to do it! (Coming Soon)

Direct Mail Database Marketing

A true “done-for-you” monthly set it and forget it print marketing campaigns. All ready to send with the click of a button. (Coming Soon)

Media Calendar/Task Management

Full Calendar Integration. Easy to set up reminders, appointments, marketing campaigns, and triggers for important transaction dates.

Design Center

MAXA design center. Push button graphic design eliminates the need for in-house staff. Anything you want visually created now done with the click of a button!

Relationship Manager CRM

An easy to use CRM to share with ALL of your agents

Client Pipeline ManagementMarket Place

Active “Client” Pipeline tracking systme to personalize your follow up when your database is ready for you!

Monetize

Create additional income streams of income.

Vendor Management

Fully customizable vendor platform. Easily connect your agents and preferred vendors.

Build Your Own Marketplace

Build your own local marketplace to monetize and share local resources

National Market Place

Marketplace provides resources for your agents + you make money each time something is purchased!

Training University For Agents

Training University gives your agents the content they are looking for with FREE and paid courses from experts around the country.

Build Your Own Training Courses

Build your own training courses, on-boarding process, and host them all within your Sweet Assist solution.

Event Scheduler

Schedule events from your dashboard and have them sync throughout the system, even send all of your agents a calendar invite!!

Document Center

Store any brokerage related documents in the Sweet Assist online filing cabinet so your agents have easy access.

Zapier Integration

Sweet Assist fully integrates with Zapier connecting it to virtually every platform your agents use. We have custom integrations for some of the largest real estate software companies!