Coordinators & Assistants

Virtual Assistants and Coordinators love SettlementRoom. Here’s a quick list of why:

Serve Multiple Clients from a Single Program:
SettlementRoom allows you to manage many agents, whether in the same office or different companies, with a single log in.

Coordinate Transactions from Any Location:
SettlementRoom is web based, so you can serve clients in different offices or different states. Work from home or onsite, without paper files.

Stay Organized with Automatic Email Reminders:
SettlementRoom will email you and/or your clients reminders about upcoming tasks or events.

Fewer Phone Calls and Better Communication:
Every transaction gets a website that both you and your clients/agents can access. Share documents, messages, calendars, contacts, etc.

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