Transaction & Office Management Simplified

Manage your transactions, pay your agents, and enhance the transactional experience for everyone.

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Take A Quick Walk Through of Transaction Management

Here’s How We Can Assist:

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 & 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.
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.
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.
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.

FAQ List

  • 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.

    • Simplify Your Back Office, We Can Assist

    We Your Transactions Run Smooth, So You Can Focus on Growing Your Business.

    How It Works