Transaction & Office Management
Simplify Your Operations, From Agent Onboarding to Transaction Management, All-In-One.
An all-in-one management platform made by brokers for brokers.
Some Amazing Features!
Agent, Team, & Broker Workflows
Fully customizable transaction management workflows for agents, teams and brokers.
Commission Disbursement Automator
Quickly determine your broker, team, and agent splits with a few clicks.
Seamless Integration & Automated 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.
Vendor Management
Promote your preferred vendors throughout the entire transaction process.
Client Facing Log In
Client facing login and full transparency. Lets clients follow along during the transaction.
E-signature
Ability to map, template and sign documents digitally.
Document Template Building
Ability to template, auto-create documents and send out for digital signature.
Pay Your Agents Through 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.
Quick Books 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.
Easy To Access Reporting
Quickly run in depth reports on any kind of metric you like.
TRANSACTION & OFFICE MANAGEMENT
FAQS
Can I promote my preferred vendors within Sweet Assist?
Absolutely! We have multiple places you can promote your vendors, including the Marketplace, the News (Intranet) section, and even a vendor-based login.
Does Sweet Assist have E-signature?
Yes we do. Our E-signature ability allows you and your agents to upload, map, template, and send documents to clients.
Can I pay my agents through Sweet Assist?
You sure can! We can provide you with the ability to ACH your agents directly through the system.
Can my agents pay me through Sweet Assist?
They sure can! We’re partnered with Stripe to allow you to collect card payments directly from your agents.
Can Sweet Assist sync with QuickBooks?
Yes! We’re directly integrated with QuickBooks Online.
Can Sweet Assist automate my commission plans?
Yes, our commission plans are designed for you to set them and forget them. Have your caps calculate automatically and even set tiers, all on a per-agent and per-side basis.
Can I provide documents to my agents within Sweet Assist?
Definitely! Using our Office Docs section you can upload and categorize documents that will be available for your agents to view and download at any time.
Does Sweet Assist integrate with any other platforms?
Yes! We’re integrated with Zapier. You can find our Zapier page here.
Does Sweet Assist have a file storage limit?
Not at all. Store as many files as you’d like for as long as you’d like.
Does Sweet Assist use or sell my or my agent's data?
Never. Your transactions, clients, and related data are proprietary to you and will never be shared with a third party.
Where is Sweet Assist hosted?
Sweet Assist is hosted on the west coast by Amazon Web Services (AWS), the gold standard in cloud computing.
Is there an annual contract?
No, everything is month to month, we stand behind how sweet it is.
Is everything included?
Yes, and you can decide what features (if any) you want turned off.
Will my contract change?
No- You’re grandfathered in for life!
How does support work? Is there additional cost?
All of our staff are real estate professionals and we assign you to someone to help you set up your sweet, train your staff, and then introduce it to your agents. Customer service is unlimited.
Simplify Your Back Office, We Can Assist.
We Your Transactions Run Smooth, So You Can Focus on Growing Your Business.