
Transaction Management Simplified
Want Simple Transaction Management, Easier Compliance, Better Workflows, and Increased Customer Service?
Learn MoreReferral Marketing For Your Agents
Sweet Assist Is Your One Stop Shop To Building Your Agents Personal Brands, Dominating Their Database, Increasing Referrals, and Growing Their Business.
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Increased Profit & Revenue Streams
Our system allows you to maximize profits with additional revenue streams through our pre-built national marketplace & with the ability to create in-house products & services. Imagine making revenues through more vendors like movers, Internet, Electricity, and much more.
Learn MoreHere’s How Sweet Assist Can Help:

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!

Database Management Center
Easy to get your database imported and the marketing launched. Our team will help you every step of the way.

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

Create Additional Income Streams
Create additional income streams with your own broker marketplace.

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

Build Your Own Products
Build your own products to sell in our easy to customize marketplace.

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 master trainers from 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!
We're A Real Estate Brokers Best Friend.
We Help Everything Run Smooth, So You Can Focus on Growing Your Business.
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