This is a virtual 2-day conference hosted by the Massachusetts Society of CPAs. Envision's Founder & CEO, Todd Knapp, will present a session on Day 1 of the event. That session info is listed below.
Using Robotic Process Automation and Application Integration to Gain a Competitive Advantage
Real Estate has changed dramatically in the past 10 years. From marketing strategy to closing processes, virtually every step can benefit from either automation or 3rd party integration. More to the point, customers expect more from their agencies now than they ever have before: transparency to process, real-time or near real-time reporting on activity, digital tools for agent interaction, and digital flexibility in the closing process. This session will focus on some case studies of real-life customers and how they've used the Microsoft 365 ecosystem to automate process and connect to marketplace partners.