Case Study: MetroTex Association of REALTORS achieves streamlined member services with onPhase

MetroTex Association of REALTORS - Customer Case Study

MetroTex Association of REALTORS, a large real estate trade association, faced significant challenges managing a high volume of paper documents and inefficient workflows. Their outdated processes required substantial physical storage and staff time, which slowed operations and hindered member service. To become a more modern and effective resource, MetroTex partnered with onPhase for a document management solution.

onPhase implemented its automated Document Management system, which digitized MetroTex's files, eliminating their need for physical storage and reducing security risks. The vendor later added its Forms and Workflows solution, replacing PDFs and emails with intuitive web forms. This transformation streamlined data collection and member approvals, making operations scalable for their growing member base and resulting in a 100% reduction in physical storage needs.

MetroTex Association of REALTORS

Ginny Haralson

Chief Strategy and HR Officer