Transaction Management Software

[Schuyler Ream]

Any suggestions on a transaction management software system that would enable us to go paperless. We've looked at paperlesspipeline.com, but it seems they are geared more towards realty transactions.

Thanks for the input,

Schuyler Ream

[Brian Woods]

Okay , for a great paperless system that I currently use, I would suggest two apps that work well together and are owned by the same company. They are Cartavi & Docusign(Ink). Now I know that you mentioned that you were looking for a system that wasn't geared towards the realty industry, I would say, give these two apps a good looking over because many companies in different industries use these apps successfully. The good thing about the apps is that they allow you to upload your docs and then you can easily grant access to the files as needed per deal. You get notified anytime anyone does anything with the files. You also can sign docs using Docusign. Also, both apps are available via the web, on IOS devices as well as Android. There are many features that I feel you will find useful. Too many to list here.