eRelo Integration Details

AccountTECH integrates with eRELO in the following way:

AccountTECH pulls Seller, Buyer & related Vendor info into the Property transaction record from eRELO

It pulls all information entered starting 1/1/2016 according to these rules:

  • eRELO provides data when a Referral Lead record is updated

AccountTECH adds Buyer & Seller contacts in TransactionPlan (and updates them when updated in either dotloop or eRELO)

If the MLS number pulled by AccountTECH can be matched to a property in TransactionPlan,  that link fills in the Seller and/or Buyer & related Vendor info in the Property transaction record in AT2000 & TransactionPlan

The insert of Buyer & Seller & related Vendor info, when received is normally automatically updated in AT2000 when a match is found based on MLS number.  If client prefers, the data can be received and HELD in TransactionPlan until manually reviewed and approved by client.