Home on the web ~ Dan Van Fleet

Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Home on the web ~ Dan Van Fleet - Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Classic 15 Calendar Robot

imageThe concept of the Closing Calendar or the Book has fascinated me since I was first shown a real "Book" in the early 1990's.  I've created calendar tools for ProForm clients ever since. At this point, most companies have adopted some sort of electronic shared calendar, those who have experienced our fully automated solutions save money on every closing.

The ProForm Calendar Robot is an automatic tool that maintains a closing calendar by watching the ProForm database.  The ProForm user does nothing other than set the Settlement Date and Time in ProForm.  When the changes are saved, the Robot quickly notices and updates a shared calendar.

 

 

imageBoth Office 365 and Exchange calendars are supported, with more on the way.  Full mailboxes or shared calendars can be updated, we recommend full mailboxes. The calendar can then be accessed from mobile and other devices viewing a fully customizable appointment.

We don't stop at the simple subject update. You need more than that.  With this tool, you select what you want to see, in the order you want to see it. No questions. The robot does a template merge using over 130 popular database fields putting extensive accurate information at your fingertips.

New Feature: Data Collector fields are now available to the Robot.  Pull information from any field with the power of Data Collector and ProForm Calendar Robot.

A full week view can get quite colorful. imageOriginally as in this sample screen the color or category was based on the Settlement Status field {{SettStat}}.  As the file status changes, the color updates indicating where a file is in your pipeline. Recently we allowed any of the accessible merge fields to drive the color.  Choose your color by closer, agency, file type, lender or any of the other 130 popular fields.

See it all

The Appointment look and feel is totally configurable the subject always contains the file number.  Any piece of file based information can be pulled into an appointment, Buyers, Sellers, Agents, Lenders, whatever information you need is available at your fingertips 24/7 with no one making an extra click.

Robot

This tool is a worker in a box. It's politically correct to say technology doesn't replace employees, by that nature, this robot is not politically correct. The intention is to allow an associate to do something more useful with their time.  So yes not only does this robot replace part of an employee, it does so with more accuracy, providing more information, quicker every time.

Start saving Now

You should automate your calendar today. Contact Dan at 937-424-5734 for full setup and pricing information, or drop a quick note to dan@vfinfo.com to get your questions answered.  If authorized, we will setup, configure and for a short time even monitor the tool for the agreed up cost.  We always monitor the tool for clients on full maintenance agreements.  Normal AMS with this robot will provide updates and configuration training.

imageThe Classic Calendar Robot is positioned to save a bit of time on every closing. Run it from a workstation or server, the simple interface lets you know it is working for you, every ten seconds checking for an update.  Since it tracks when a file is closing, it even helps provide a clue when Not Me changed the calendar.  The log file will show when the file first appeared to the system as well as tracking changes to the file's settlement status, time or date.

 

What does it cost?

So far it's been less than the employee's monthly pay it directly assists for the first year, half a week after that receives updates and moderate assistance. What's the payoff? When the feature set and fingertip accessibility to the data is considered the payoff is well under a year. This tool saves inter office phone calls, put the information you need at your fingertips with the ProForm Calendar Robot.  Get started today by contacting dan@vfinfo.com or calling Dan at 937-424-5734.

If you don't have Exchange or Office 365 and want to experience a fully automated calendaring system, let us know. We are looking to add Google Calendars to the update list.  If you need it, we will make it happen.

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Category: Recommend, SoftPro

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