“As Professional Standards Manager for 33 years at the MIAMI Association of REALTORS^®, I was a bit skeptical about converting to a digital application. It was a smooth transition, and in no time, I began to I Love CASEPRO^® Software! It is an Amazing Tool, it handles the process from complaint submission to closed status. I especially appreciate that everything is in one place. It is a great collaboration application. CASEPRO^® Software makes my job so much easier and smoother.

I’m happy to announce that MIAMI REALTORS^® Professional Standards Department has gone 100% Green…It’s good for the environment! There are no more paper case files and folders, it saves postage and duplication of paper work and storage space as everything is online. I’m able to be more efficient. I have been freed from time-consuming tasks such as manually completing forms, tracking cases in an Excel spreadsheet, copying, scanning, compiling, and mailing.

Best of all, CASEPRO^® Software has eliminated worrying about missing critical deadlines: it auto-calculates due dates and lists cases on the CASEPRO^® Admin Portal when an action is required. It is an excellent risk mitigation tool by reducing the possibility that something may be missed. I recommend CASEPRO^® Software to every REALTOR^® Association. It is the best way to manage the Professional Standards Administration Process.”

“It has been over a year since Texas REALTORS^® went live with CASEPRO^® Software, our professional standards case management system. We made this transition to modernize the technology, obtain more accurate reporting and allow for complaints to be filed online.

CASEPRO^® Software has allowed for our Professional Standards Department to reduce the time for processing a complaint from start to completion from 6-10 months to 3-4 months for our 73 local associations. Thank you Agency McKenna!”

Kinski Moss

Director of Board Services

Texas REALTORS^®

Melanie Reynolds

Professional Standards Coordinator

Texas REALTORS^®

“For the state of Texas, I don’t know where we would be without CASEPRO^® Software.

We would be unable to maintain our Professional Standards processing pace of nearly 400 Ethics, Arbitration, Ombudsman and Mediation Requests if we were doing it the old way. Despite our heavy caseload and working remotely, we have not missed a beat and it is because of CASEPRO^® Software.”

“I spent a lot of time in the beginning working with Agency McKenna and the CASEPRO^® team. The Training upfront was thorough and very important to learning CASEPRO^® Software. Their Customer Service is wonderful.

The CASEPRO^® team is very responsive and have walked me through the process at each step of the way.”

Jeff Arakelian, AHWD, RCE

Chief Executive Officer

REALTOR^® Association of Sarasota and Manatee

“I am the CEO of RASM and a genuine CASEPRO^® Software advocate. I believe leveraging a digital solution, which is an easily accessible and collaborative application is vital to delivering excellence in Professional Standards (PS) administration.

Shortly after joining RASM, the long-time PS administrator resigned. I temporarily assumed the role. I experienced the frustration of trying to locate and unravel case files: paper documents, digital files, excel spreadsheets, emails, post-it notes and Outlook reminders to keep the administration process moving forward. It was a challenging undertaking, while managing my responsibilities as CEO.

As a result of this experience, I was determined to avoid future risk by changing the process and eliminating the warehousing of institutional knowledge to a single individual or computer.

CASEPRO^® Software was RASM’s answer. The program has been championed by RASM’s leadership, members and staff.”

“My Professional Standards and Grievance Committee members have embraced the easy and efficient RSVP system for requesting and scheduling Grievance Committee meetings and Professional Standards Hearings. Using this system has saved me hours in checking member availability, scheduling hearing dates and sending case documents.

Converting to the CASEPRO^® Software application has increased my efficiency and ability to successfully administer Professional Standards for Canopy REALTORS^®.“

Sarah McGeath

Director of Professional Standards

Greater Albuquerque Association of REALTORS^®

“CASEPRO^® Software makes managing professional standards cases much more efficient for our team. The system is intuitive. It keeps information well organized and makes tracking and reporting straightforward. It helps reduce our administrative workload while improving consistency, accountability, and overall risk mitigation. It ensures nothing falls through the cracks. I would highly recommend CASEPRO^® Software to any organization looking for a reliable, user-friendly solution.”

“CASEPRO^® Software, once learned, is a very easy software to use and is extremely helpful in managing cases through their different stages. Thanks to Agency McKenna’s team for their guidance and dedication, I have become much more confident and efficient in using the program.”

Jodi Burgess

Professional Standards Administrator

Ohio REALTORS^®

Sharon Sample, AHWD, C2EX, e-PRO, RCE

Vice President, Board Services & Leadership Development

Ohio REALTORS^®

“Agency McKenna has been so great to work with. They take care of requests we have made for reports, documents, and syncing with our database. I like that they are available to meet virtually and at most NAR meetings. They inform me on any updates to the CASEPRO^® Platform and listen to any issues that we may have. They keep the software up to date and develop improvements to make a great system even better.”