Baton Rouge Area Homes Technology Blog


Technology Plan, Part 2, Virtual Assistants and Virtual Client Presentations

Since we are now "one the road" and not in the office, the usual support one takes for granted in an office environment is gone. 

Virtual assistants can maintain websites, do follow-up for client transactions, and handle mail outs.  We have been using a local virtual assitant for the past 2 years, but with techology that wouldn't be necessary.  For example by maintaining an online copy of all contracts anyone in the team can have access to the progress or to any corrections.  Locally our Board of Realtors has provided "Transaction Desk" technology

Transaction Desk Software for Online Forms

which stores all contract forms needed for listings, disclosures, purchase agreements, and a section to create custom in-house forms.  Access can be granted to clients, assistants, and cooperating brokers.  Each client can be granted permission to change the form, or can be given a "read only" copy. 


With a tablet pc, we can sit in a client's home and do a presentation from prepared format, pull up contracts and have them signed while there, load pictures from a digital camera and print brochures and copies of contracts before we leave a client counseling session.

Seller Counseling Session on Tablet PC











Using a portable printer, a scanner, and eFAX, these documents can be sent to the office files and to all parties.

Comment balloon 1 commentAnn Dail • February 12 2009 05:05PM


Hi Ann; The transaction desk technology sounds pretty cool. Sounds kind of nice cutting the tether to the office though maybe a bit disorienting. Souncs like you are moving along pretty well with your tablet. Congrats!

Posted by Eileen Begley, Monterey Real Estate (Coldwell Banker, DelMonte) over 10 years ago