Looking for a good basic short sale program for organizing files w/o the hype & program salesmanship.

We, an attorney paralegal and myself sat and watched as much of a webinar as we could bare today. With the reinvention of the mls, pictures, and repeat information, the ongoing reference to paychecks and on and on... we finally shut the webinar off after 40 minutes of what we considered to be hype and duplication of our work.

We are looking for a SIMPLE program for collecting and organizing documents and realizing when something is missing.

Is there such a program or do we really NEED the programmers nightmares added to short sales.

Please throw some ideas at me even if it is a document program only.

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Permalink Reply by Becky Martin on February 1, 2012 at 7:41pm

I use Short Sale Commander to track my files and keep things organized, the system has some glitches occasionally but basically a good program that can create short sale packages with the loan numbers on the top of every document which the lenders like to have. You email and fax out of it and can easily keep track of progress....

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Permalink Reply by Jeff Payne on February 2, 2012 at 1:40pm

Short sale commander is good.

Short sale genius is another good one.

I know of some agents using a modified version of sureclose.

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Permalink Reply by Brent Innocenzi on February 2, 2012 at 1:51pm

I use and like short sale genius, box.net and metro fax. I am completely paperless and couldn't imagine going back and not using a program like these to manage my files. I have also heard good things about short sale commander and not just from people on this site.

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Permalink Reply by Jessica Kesler on February 2, 2012 at 4:49pm

I use Short Sale Genius as well. We definitely do not use it to it's full capacity, but it works for keeping all of the files in order.

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Permalink Reply by Joseph Alfe on February 3, 2012 at 6:41pm

We are releasing a platform in the next 60 days or so. Designed and built by a volume short sale processor for a volume short sale processor. No extra BS, and web based. Stay tuned. We used Commander, and we made a study. On average, we wasted 8 hours a month on wasted toggling between pages.

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Permalink Reply by Teresa Simon on February 4, 2012 at 11:30am

I just don't feel I need all of that. Someone is recommending Adobe 10 pro for file storage and organization. I haven't checked it out but I am just not interested in reinventing the wheel at any level.

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Permalink Reply by Joseph Alfe on February 4, 2012 at 1:59pm

regardless of what system or program you choose, you should be looking for a few features:

1. Full database to transition to paperless file

2. All pertinent information on one page product they way

#2 is most important because when you call a lender, you KNOW that they are going to ask to verify certain info, so it would make sense to have it all in one place, which is why I do not like Commander or Artisan, because you have to toggle pages and search for info. This is why we set up ours the way we did, and no one else is similar.

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Permalink Reply by Wendy Smith on February 5, 2012 at 1:29pm

be sure to share once you've launched the platform. I use RealtyJuggler for transaction management (collating data & journalizing transaction) but use a good ole checklist for the documents.

The idea of a platform for web based document control along with transaction management is very appealing. :)

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Permalink Reply by Becky Martin on February 7, 2012 at 7:42pm

Joseph Alfe - I am interested in reviewing your system when you release it:)

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Permalink Reply by Minna Reid on February 5, 2012 at 12:19pm

I guess I must be a little old school but I just use dropbox - free online file sharing and have my assistant collect/sort/save/track/update docs with a pdf tool. All the docs are then in the file which is shared by us and when the file needs to close we just share it with the lawyer. Used to use google docs but this is so much better.

All the docs come in as pdfs anyway - via efax or clients email. Once in a blue if they hand me a whole package I scan it in as a large pdf and I use adobe X to separate..or have my assistant do the same. She uses some cheaper pdf tool. I like adobe myself but that was $500 and she uses some $35 tool. Whatever- it works.

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Permalink Reply by alisa hagner on February 5, 2012 at 12:54pm

I too use Short Sale Commander. I like that when uploading I tag the document and I can tell at a glance what's missing. Then I can build the package that I want for lender 1 and 2, and the "progress" is tracked, the notes are shared.

I have taken two files to Fannie to postpone a foreclosure sale. They did so because of my time/date stamped not modifiable notes of contacts what was said, what was done and what should have been done.

alisa in Denver

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Permalink Reply by Stephen Trad on February 7, 2012 at 4:36pm

I run a busy short sale processing office and have tried all of the online short sale systems, I mean ALL of them. The best out there is Laurus Office, but every online system still requires some form of document management. The best internal setup I have found is a combination of Paperport, OneNote, and Outlook all running on our internal server. I created the templates within OneNote and it interfaces with our calendars, address books, phone system, etc. Feel free to call or respond back with any questions. Stephen @ 800.557.0871