One office first. Nothing old goes off until it is proven.
Nothing old gets turned off until your office has checked the new one against it. Here is the order it happens in.
- 01
Walkthrough
We look at the tools you pay for and how a file moves today.
- 02
Set up one office
Plans, caps, checklists, and agents go in. Transaction history comes over from SkySlope as a read-only import. QuickBooks comes over as a snapshot someone reviews before opening balances are entered.
- 03
Run side by side
Your current books stay the books of record until a full financial period reconciles in both. Documents, signatures, trust, payments, and IDX are each checked on their own.
- 04
Turn things off when they are proven
An old tool comes off after its job is verified here and the records you must keep are still reachable.
Your email, your phones, your MLS, your IDX provider, your CPA.
Apsidra moves in alongside the tools your office already uses. It does not take over your email or phones, and it does not replace your MLS, your IDX provider, or your CPA.
Runs alongside your current books until a reconciled period matches.
A monthly number for the office.
A monthly number for the office, after the walkthrough. It covers setup and running it. Your IDX provider and MLS fees stay yours.
Set up and run for your office, with a person who answers the phone.
Start with a walkthrough.
We look at the tools you pay for and how a file moves today.