Unlock the power of streamlined efficiency with QuickFacts workflow software. Say goodbye to the chaos of disorganized workflows buried in Word documents and scattered emails. Our intuitive platform empowers brokerages to seamlessly organize and optimize their processes, eliminating the need for constant management oversight. From client onboarding to transaction management, QuickFacts brings clarity and consistency to your operations. Experience accelerated growth and enhanced productivity as you harness the full potential of your brokerage with QuickFacts.
Your workflows need a home. Once you have them centralized in a single location, keyword searching is vital to get you to the proper workflow. With our Smart Search, you can find the exact workflow you need in seconds.
We’re big on organization here at QuickFacts, so it comes as no surprise that our workflows can be categorized for simple structuring. Your team can quickly find the workflows that pertain to them.
Each workflow displays as its own searchable card.
Break your workflows down by steps and substeps for an easy-to-follow process. Our workflow layouts keep it decluttered and offer you various visual options so you get a perfectly displayed workflow.
You don't need a developer to help craft your workflows. We've create a simple interface to develop workflows with ease. With a large selection of components, simply click, drag, and type to create beautiful workflows your team can follow.
Search your entire workflow collection and replace a word, phrase, or image across all your workflows, saving creators hours.
Whether management needs ready-access to key reports, new-hires need to get trained quickly, or brokers want to be more self-reliant, QuickFacts allows you to create specific steps that will produce the results you are dreaming of.
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