eTrac Office Manager
Point. Click. Manage.
eTrac Office Manager is the premier online office management solution designed specifically for real estate appraisal companies! It allows you to receive, track, and deliver orders efficiently throughout the entire appraisal process. ClickFORMS and eTrac are now seamlessly integrated so that your appraisal order data populates directly into your ClickFORMS reports with just a click of the mouse.
The complete office management solution
- Accurately stay on top of your financials
- Offer 24/7 customer service and stay ahead of your competition
- Increase your profits by gained efficiencies at managing the appraisal process
- Reduced staffing and client management related issues by automating many everyday tasks
- Easily communicate and share documents with your appraisers, clients and staff
- Instantly have a networked solution for your appraisal office that keeps everyone on the same page
- Reduce time and cost associated with traditional appraisal delivery
- Access your system from anywhere in the world
- Eliminate the costs associated with maintaining an in-house solution
100% web-native solution
Everything is handled directly from your web browser — no installs or downloads, and updates are easy and completely transparent. This means you can manage your business from anywhere you can access the Internet. Whether you’re at home, the airport, or your favorite Internet Café, eTrac is always available.
Works with any web site
eTrac Office Manager can interact with your existing website, so your previous investment is not lost. Whether you use eTrac Web Studio, Brand X, or have a custom developed website you know that everything will work perfectly.
The system that grows with you
eTrac Office Manager is flexible and expandable — as your needs change, so does eTrac. Whether you are just starting your appraisal business or a seasoned veteran, eTrac helps you accomplish more tasks in less time. The best part is that you can easily upgrade your license at any time, online.
Easy to setup
eTrac Office Manager is so simple to set up you’ll be up and running in minutes. All you need is Internet access and your login, and you’re ready to go!
Features that manage and enhance your business
- User-friendly interface: just ‘Point and Click’. Our system is easy to use — even for a novice computer user — and includes clear user guides and a handy online help system.
- Online Ordering. You are notified via email of all new orders and can easily assign them to appraisers with point and click accuracy — with no re-keying of order information.
- Download Orders. Transfer your order information into ClickFORMS to avoid re-keying of data.
- Automated Status Updates. Create profiles for each client contact and automatically notify them of status changes.
- Multi-level Security. Keep finances private with varying levels of access for your staff.
- Complete Accounting System. Support all accounting functions including accounts receivable and payable. Produce invoices, monthly statements, outstanding balance reports, and commission reports.
- Comprehensive Reporting Capabilities. Built-in reports include workload, open orders by appraiser and client, client business percentage and net fees earned.
- Integrated Delivery System. Easily send completed appraisal orders to your clients via instant link or attachment.
- Integrated Email and Logging. Email clients and appraisers directly from the order. All communications are permanently logged for your reference.
- Office Notes. Create notes on appraisal orders to track pertinent information.
- Secure Client Access. Clients can quickly order appraisals, check status, view statements and download appraisal orders.
- Secure Appraiser Access. Appraisers can remotely access your system to pick up assignments, schedule appointments, update their status and deliver appraisal files.
- Secure Reviewer Access. Reviewers can manage their workload, upload and download appraisal files and score appraiser performance.
