eFax for real estate agents

Where agents still run into fax

Which documents a lender or title office will accept by fax varies, so ask the recipient before you rely on it for anything time-sensitive.

• Lenders asking for a signed page, a pay stub or a verification form from a buyer.
• Title and escrow offices that take faxed documents for a file.
• Agents at smaller brokerages who send counteroffers or addenda by fax.
• Property management, HOA and municipal offices with fax-only request processes.
• Clients, often older sellers, who are more comfortable faxing than clicking an e-signature link.

A paper trail for every transaction

Deadlines matter in real estate, and 'I faxed it on Tuesday' is not proof. A time-stamped delivery receipt is saved with each delivered fax. Download it and store it in the transaction file next to the document.

Incoming faxes land in a private encrypted inbox instead of on an office machine where other agents might see a client's bank statements. You get an in-app or browser alert and can open the fax wherever you are. The audit log shows who on your team viewed or downloaded it.

Setting up for a team

The Business plan includes 5 users and a shared inbox, so a transaction coordinator can watch incoming faxes while agents are out showing homes. Roles control access: an assistant can be a member who sends and receives, while a viewer can only read. If each agent wants a separate number, extra numbers cost $5 for the first month, then $10 a month. Many agents start on the Personal plan, with 200 pages a month, and move up when the team grows. Readers of onlineefaxservices.com often begin with one number for the whole team and add more later.