Wise Agent

Wise Agent is a Customer relationship management (CRM) system that has been designed specifically for Realtors.

We specialize in Customer Service, product integration, and data management. Wise Agent seamlessly connects technology, people, and business practices to increase productivity, organization, and most importantly we make it easy for our members to give full service to their clients and build long term relationships. Wise Agent is loaded with easy to use contact management, time management, transaction management, and document storage features.

Wise Agent’s partnership and integration with DocuSign completes the circle. Now you can take the documents you upload to Wise Agent, prepare & send them for an electronic signature, and then permanently store the signed files within your Wise Agent attached to the proper Transaction Checklist, all without ever touching a piece of paper.