Although REALedger™ is designed with simplicity in mind, there are times when you want customizations done to the standard system. If, however, you are a brokerage with only a few agents, and you require no customization, you should have no trouble installing and using the REALedger system on your own.

The following are some of the services MIS Consulting & Sales can provide to your brokerage:

Pre-conversion planning and assistance

If you have a large brokerage with many offices, you should dedicate some time to planning the implementation and conversion process. You should identify responsibilities and timelines, and step through any conversion checklists and guidelines provided. Other items to consider are system configurations, user security, data configurations, and system options in advance. This is also the time to identify the “must have” reporting requirements. MIS Consulting can make this step easier by providing experienced consulting services to get you started down the right path. Our consultants know the right questions to ask so that all the bases are covered before, during, and after your implementation.

Conversion services

MIS can provide conversion services from your current system to REALedger. If desired, we will perform any aspect of your data conversion, and/or will assist your staff in completing the project in-house. You provide existing data and MIS will have it in your system within days. Conversion to REALedger is available at any time during the year; month-end, quarter-end, or year-end conversions are not required. The optimum time to discuss the conversion process is during pre-conversion planning sessions.

Multiple office integration

REALedger allows multiple offices to integrate and roll-up. You can operate integrated offices independently, then generate reports based on the individual office data, combined office data, or a hybrid of any combination of offices. Integration of multiple offices is something that MIS can help you plan as well as implement.

Unique office setups

MIS can assist with your implementation when your office setup does not share the traditional or default system setup. Typically, clients utilize MIS professional consultants or resellers to ensure that system defaults are initiated correctly and accurately to reflect to their business strategy. Setup includes, but is not limited to, GL chart of accounts, pricing structures, terms definition, etc. Customized reports or applications may also require attention.

User training

Outside of customized system setup and best office practices, you should not require additional product training. REALedger is delivered with context sensitive help, a step-by-step Getting Started guide, and a comprehensive User Guide. When special training needs arise, MIS can provide expert training, tailored to your individual business and specific business application.