What’s Included:

• (2) 1 hr Team onboarding Pro coaching sessions- We'll go deep on actionable ways to leverage the platform to improve your bottom line, answer questions and make sure your team feels confident using the tool with clients.

• 5 Data Uploads- You provide the data, we do the dirty work. We'll audit everything for data accuracy and manage the uploads on your behalf. We provide you with simple templates to fill out and we do the rest. This can be property, deal or contact data.

• Operations and Workflow Consulting- Our team will learn as much as they can about your unique business and operations to provide suggestions on the best way to leverage the platform inside your day to day operations and with clients. We’ll help you design all the templates inside your workspace to save value hours of time and improve the broker/client experience.

• Feature Suggestion Prioritization- We deeply value our partnership with our Pro customers and are here to serve you & your clients needs. We take in to serious consideration and as best we can, rapidly implement necessary feature enhancements or suggestions.

• Ongoing Support & Training- Our team is always here to support your business and help you get the most from TransactIQ. We offer exclusive trainings and coaching sessions to our Pro customers throughout the year.

Please Note: Use the same email associated to your TransactIQ account when checking out.