Broker Document Management Solutions

Document & Transaction Manager

Document & Transaction Manager helps you create a paper-free, organized workspace by providing a secure, virtual setting where you can manage and share electronic documents from any location.

Now you can enjoy unlimited online document storage that is accessible anytime, anywhere. All your files will be stored securely online safe from office theft, fire, flood, or natural disaster. You will also have the ability to upload, revise, email and package all of your transaction documents and can even save the entire history of your transaction online and/or to a CD.

Both Document and Transaction Manager are completely configurable to support broker-specific document workflow and document types. You and your staff will have complete control over your site so you can customize logos, to-do/task lists, document definitions, letters, automatic email notifications and more.

Fax Manager

Fax Manager provides you and your agents with a simple, easy to use tool for digitizing, storing, and sharing documents. This cost-effective tool keeps you on top of all your required paperwork and allows easy document uploads via your fax machine. Best of all, Fax Manager is integrated with Document and Transaction Manager for seamless access and efficiency.

Document Manager on a tablet

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“Several factors contributed to our decision to purchase CoreLogic’s Document Manager over the other products we investigated, including the system’s ability to efficiently manage all of our property transaction documents as well as its integration with our back-office system. We are delighted that we can reduce our office footprint and paper usage because of Document Manager’s online storage and sharing capabilities. Plus, we are much more efficient now with the ability to access our transaction documents anytime, anywhere.”

Chris Harrington, Controller
Coldwell Banker Triad
Winston-Salem, North Carolina

Document & Transaction Manager


  • Auto-generated public document website
  • Automatic document status reports
  • Uploads documents via fax, email, scan to email, direct upload, bulk fax/scan
  • Automatically transmits documents and notifies the appropriate parties


  • Document-specific task management
  • PDF document packaging—burn to disk or save on local computer
  • Built-in archive capability to organize documents with bookmarking
  • Reduces hard copy paper waste and clutter


  • Supports document compliance and auditing requirements
  • Document security levels—public/private, listing/selling, etc.
  • Standardize rules for each document (security, name)
  • Documents and files stored online in a secure environment

Fax Manager

Simplified document storage

  • No scanning necessary; you only need a fax machine
  • No file set-up needed; faxed documents go directly to your inbox
  • Documents are stored in your inbox and are accessible 24/7

Easy document exchange

  • Reusable personalized cover sheet
  • Important documents are delivered safely and privately
  • Offers the flexibility of receiving paper documents digitally

Enhanced risk management

  • Electronic copy of every document
  • Audit trail of all document activity
  • Cover sheets are bar-coded for accuracy
Contact a Solution Expert

View our latest Brochure:

Broker Document Management Solutions

Watch a demo video:

Broker Document Management Solutions

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