Event Description
You run on momentum. Listings to win, vendors to update, buyers to qualify, contracts to chase. The new Securexchange is designed to keep deals moving – bringing VOI, in-platform signing, smart document editing, secure fund sharing, Property Management mode, and the Seller Disclosure Tool into one streamlined workflow. Fewer tabs. Fewer hand-offs. More time in market.
This isn’t a cosmetic update. It’s a sharper way to work from appraisal to exchange: less admin, less risk, and a better client experience that earns referrals.
What you’ll take away
- Win back hours each week: See how embedded VOI, document editing and e-signing cut the back-and-forth so you can focus on appraisals and buyer work.
- Keep deals moving to exchange: Track every step in one place and reduce delays that stall campaigns, or risk fall-throughs.
- Lift the client experience: Offer a single, professional process for vendors and buyers – clear steps, fewer requests, faster decisions.
- Reduce risk and rework: Use the Seller Disclosure Tool and secure fund sharing to tighten compliance and protect your commission.
- Make property management effortless: Switch to property management mode for faster agreements and cleaner workflows for your team.
- See it live: A practical demo of the end-to-end workflow and exactly how to roll it out in your agency.
Who should attend
Principals, sales agents, and property managers who want a faster path from listing to exchange, and a client experience that stands out at the kitchen table.
Event Speakers
Craig Matheson
Partnerships Growth Manager, Securexchange
Joel Furey
Senior Account Manager, Securexchange