United States Real Estate Solutions
When United Real Estate Solutions began researching form management platforms, we turned to Jeff Krage of Bojiworkz. It was clear that the off‐the‐shelf forms products did not fully satisfy our needs.
Our Brokerage and Sales Associates are licensed in three states, which adds some complexity to forms management, because each state has different requirements for forms. Our forms solution needed not only to complete the forms in a professional manner but also needed to select the proper forms.
Our customized form management platform is a questionnaire completed by our Sales Associate. The response to the questions not only complete the forms, but select the proper forms and suppress unnecessary forms. This has significantly increased the efficiency of our team and the accuracy of the documents chosen and completed.
A missing signature or initial were among the most common reason for rejected documents by our back‐office document compliance staff. Jeff aided us in creating color‐coded highlights that direct the Buyers and Sellers on the appropriate placement of signatures and initials on each form. This also assists our Sales Associates in the placement of signature flags when obtaining digital signatures using DocuSign. This has reduced the incidents of missing signatures and initials.
Jeff worked diligently to engineer the platform to our complete satisfaction. Since the completion of our original scope, he has enthusiastically assisted us as we have expanded the functionality of the platform. We could not be more pleased.
Kevin A. McManamy
President
United Real Estate Solutions, Inc.
