Product Spotlight: SettlementRoom


The BrokerOffice transaction management system (TMS), SettlementRoom, is the industry’s only fully integrated option available to brokers today. Standalone TMSs are common, but today’s business world has evolved to a point where integration software solutions are mission critical. Standalone systems have not evolved to meet this need. Unless you want to spend a lot of time rekeying data, a standalone system is a subpar choice.

SettlementRoom allows you to offer a higher level of service to your clients, while at the same time protecting you from liability claims with a solid audit trail. When you keep this information in digital form, you can easily retrieve and forward archived documents as needed. It really is your key to risk management.

SettlementRoom offers a range of features designed to save you time and money:

  • Unlimited open listings and users
  • Unlimited data storage and archives
  • Secure access to transactions for all parties
  • Control viewing permissions for documents
  • Email in documents and conversations directly to transactions
  • Task reminders to monitor transactions
  • Global calendar with all task statuses for each transaction
  • Customizable reports
  • Brand your account with your company logo
  • Full audit trail of the entire transaction process for regulatory compliance
  • Work from anywhere (mobile & tablet friendly)

For more information about BrokerOffice’s TMS, SettlementRoom, visit, or call (888) 661-6600.

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