Gabriel Mariasch, proprietor of Top Hat Contracts, has used Jotform Enterprise to build his business from the ground up. Top Hat Contracts provides a digital workspace for real estate agents to help them manage everything from lead capture to contract signing. Mariasch uses Jotform Enterprise to manage everything the business needs to run smoothly.
“A lot of real estate software is based around getting clients and maintaining the relationships, not actually running the business,” he says. “So that’s what I started building forms for.”
Mariasch began using Jotform Enterprise a couple of years ago to replace five different software platforms, including email, Docusign, Google Sheets, Paperless Pipeline (for real estate transaction management), and a customer relationship management (CRM) platform. The flexibility Jotform Enterprise offers makes creating specialized workflows for real estate agents a breeze.
Top Hat Contracts uses Jotform Enterprise to build custom forms and apps for its clients as well as internal forms and apps to maintain its own client relationships and automate the flow of information.
[Jotform Enterprise] is so easy and affordable. It’s a no-brainer.
Gabriel Mariasch, Proprietor, Top Hat Contracts
“Everyone I talk to is like, ‘How do you do this? How much are you paying?’ Every time they talk about what they are doing, I am doing something easier or cheaper,” says Mariasch.
Jotform Enterprise has helped Top Hat Contracts simplify communication for clients while helping them comply with regulations, for example by providing checklists for what to include in contracts. “The plug-and-play aspect of form-building makes collecting detailed information simple, which is a huge selling point for my product,” says Mariasch.
“Jotform Enterprise] is so easy and affordable,” he says. “It’s a no-brainer.”
Streamlining the onboarding process
Top Hat Contracts used Jotform Apps to build a dedicated, no-code app for a client that offers playbooks for new and current agents. The new agent playbook guides new hires through the entire onboarding process. New agents submit data through a form as they progress, and trainers can easily track the status of each agent in the onboarding program, ensuring a smooth and efficient experience.
Automating onboarding this way has increased efficiency and elevated the user experience, providing the client with a comprehensive overview of the onboarding process.
“The ability to customize and update forms and apps on the fly saves time as new needs pop up,” says Mariasch.
Automating approval workflows
Top Hat Contracts leverages Jotform Enterprise to build workflows that process crucial data that can then be used by their clients. Hundreds of clients use a workflow to simplify and automate their contract development process.
Real estate transactions can be extremely detailed, requiring multiple disclosures to meet industry regulations. Using a Jotform Enterprise workflow, Top Hat Contracts automates the information collection process, ensuring all the necessary contract information is included up front.
The workflow starts with a simple form that a real estate agent fills out. Based on the data provided, the agent receives all the details that need to be included in the real estate contract in an email. That information then goes to the client to approve or deny. Depending on the client’s decision, the contract is automatically sent to an admin, agent, or listing agent for the next steps.
Often, clients need approval from multiple sources. Jotform Enterprise ensures the right people get the right information at the right times.
I always refer people to Jotform Enterprise for its versatility and flexibility. It’s also always expanding its feature set. It’s great to have the freedom to say ‘I can do that’ an unlimited amount of times.
Gabriel Mariasch, Proprietor, Top Hat Contracts
Standout features
For Mariasch, these features set Jotform Enterprise apart:
- White labeling: Mariasch appreciates that he can white label all the forms and apps he makes with the Top Hat Contracts branding — even including the company name in the form and app URLs.
- Security: Jotform’s Enterprise servers provide a secure, private environment to store data.
- Jotform Tables: Mariasch uses Tables to build out mini-CRM and progress-tracking tools.
- Jotform Reports: Jotform’s Report Builder allows him to give clients an easy-to-digest overview of how their systems are being used.
- Jotform Apps: Top Hat Contracts uses apps to store company data, streamline business operations, and ensure that forms and data are accessible on the go.
- Customer support: “[Customer support] is phenomenal in writing up custom builds,” says Mariasch. “Super simple, they explain everything and always respond super fast. They’re real rock stars.”
The unmatched value of Jotform Enterprise
Mariasch emphasizes the value of Jotform Enterprise in shaping Top Hat Contracts operations. “The functions of everything always work as built, and that’s clutch. People really like to hear that it just works,” he says.
“I always refer people to Jotform Enterprise for its versatility and flexibility,” he says. “It’s also always expanding its feature set. It’s great to have the freedom to say ‘I can do that’ an unlimited amount of times.”
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