Paperless Office Overview

Paperless Office Overview

The Paperless Office consists of 3 items to help you save time.

1. Merge Forms
2. Generate HUD-1
3. Generate Offer Package

First is the merge forms feature.  Merge forms will allow you to upload your documents and Deal Automator will automatically merge information into the specified areas of the documents saving you from having to manually enter in that information.

Second, is the Generate HUD-1 feature.  Deal Automator will merge the information for the property onto the HUD-1  automatically.  You can then download the HUD-1 to have a hard copy or fill out the rest of the information once it becomes available.

The third feature within the paperless office is the Generate Offer Package.   Once you have all of your documentation ready upload it into Deal Automator.  Next you can build a Offer package.  Simply assign the documents to each area of the offer package and Deal Automator will take the multiple documents and combine them into one document for easy faxing, emailing, or printing.