Everyone hates doing paperwork
As a real estate professional, you know that passing around contracts, inspection reports, loan applications, and every other document involved in a transaction can be a real hassle. Ever spend an entire morning driving across town to deliver a document to a client? Or waste a few days waiting for a signed contract to arrive through the mail?
Forget that. Cartavi provides you with one convenient place to store, manage, and share all those documents with anyone who needs them. Unlike other real estate applications overloaded with superfluous features, complex interfaces, and costly setup and support fees, Cartavi offers an easy-to-use platform that helps you be more productive.
Who Uses Cartavi?
Agents, brokers, attorneys, inspectors, loan officers, title companies—everyone involved in real estate benefits from using Cartavi. All you need to start storing and sharing documents today is an active account and internet access. It takes less than a minute to sign up free. Once you’ve created your account, just follow the steps below.
Create a Transaction Room
Transaction Rooms are virtual spaces where you can store, access, and quickly share documents with anyone involved in a real estate transaction. You can also send documents out for eSignature using your DocuSign credentials. To create a room, choose Transactions from the main navigation, and then click Create a New Transaction at the top of the page. You can invite other Cartavi users to join your Transaction Room, and fax and email documents to non-Cartavi users.
Click here to learn more about eSignature with Cartavi, powered by DocuSign.
Add Documents to Your Transaction Room
Easy enough—just click Add Documents. Upload one or several documents from your hard drive through the browser window. These can be contracts, brochures, disclosures, inspection reports—any materials you need to distribute. You can also add them via email or inbound fax1 through your personal Inbox. Use your unique Cartavi fax number or email address to send documents to your Inbox, and then move or copy them directly into a Transaction Room.
Add People to Your Transaction Room
You can invite anyone involved in the transaction to join the room. Select the People tab, then click Invite People on the right. Choose someone within your Cartavi network, or invite a non-Cartavi user via email. You can easily manage the role and access rights of everyone in your Transaction Room. Once someone is added, you can immediately begin sharing documents with him or her.
Share Your Documents
You can share documents in several ways. You can grant instant access to people within your Cartavi network. Or share by email and fax directly from the web and mobile apps2 without using third-party software or devices. You can manage permissions with just a few clicks, even from your Android phone, iPhone, or iPad.
Stay in the Loop
Keep in constant contact with the activity related to your documents and the people involved in the transaction with each Transaction Room’s Activity Log. Get a more detailed view by selecting specific documents or people. While you’re on the go, use Cartavi’s mobile apps to receive real-time text or email notifications the minute something happens.
Ready to Get Started?
Sign up for a Free plan today, and see if Cartavi is right for you. You’ll get 1GB of storage for your docs, which you’ll also be able to access and share from your iPad, iPhone, or Android phone.
1Inbound and outbound faxing is only available to customers with Basic or Premium accounts.
2An active Cartavi account is required to use the Cartavi mobile apps. Try it for free.