Case Study: MetroTex Association of REALTORS streamlines document management and workflows with onPhase

MetroTex Association of REALTORS automates 24 custom forms with onPhase

The MetroTex Association of REALTORS, a major real estate trade association, faced significant challenges with its outdated, paper-based document management and workflow processes. These manual systems required extensive staff time for processing and secure on-site storage, which hampered the organization's growth and ability to serve its thousands of members effectively. To address this, MetroTex partnered with onPhase to implement its automated Document Management solution.

onPhase digitized MetroTex's key documents and forms, moving them to a cloud-based system that eliminated physical storage and reduced filing errors. The vendor also implemented its Forms and Workflows solution, which replaced emailed PDFs with intuitive web forms. This automation streamlined data collection and management, with onPhase creating 24 custom forms to improve operational workflows. The results included eliminating manual work and data entry, allowing staff to focus on member service rather than clerical tasks.

MetroTex Association of REALTORS