DOCUMENT EXCHANGE
- CIB doXigate
Communicate with customers digitally: The online portal for real-time document sharing.
- CIB transactProf
The portal for efficient billing processes
CIB transactProf is the web-based order portal for savings banks and real estate brokerage firms. It digitally manages brokerage fees, commissions, and settlements in real estate transactions—automatically, transparently, and in an audit-proof manner.
- Process-controlled and semi-automated Workflows
- Seamless integration with existing accounting systems
- Easy to use right in your browser—no software installation required
- Compliant with data protection regulations and audit-proof
Automate the settlement of brokerage fees and commissions in the digital order portal
The web-based order portal CIB transactProf provides savings banks and real estate brokerage firms with a centralized, secure, and user-friendly platform for digitally mapping order-related processes in real estate transactions. The focus is on standardizing recurring processes, reducing manual tasks, and creating end-to-end transparency.
A key area of application is the management of brokerage invoices and commission distributions. These processes are often complex and time-consuming. By digitizing them in the order portal, settlements can be standardized, approvals managed in a structured manner, and all processes documented in an audit-proof manner.
Functions
Order management
Orders are imported from the source systems and can then be reviewed and processed by the appropriate staff.
Automatic validation
To reduce the amount of manual work, data is automatically checked using configurable rules.
Process control
Workflows are managed using centralized and standardized templates.
Integration of Accounting Systems
All relevant financial data is collected and processed centrally and seamlessly transferred to the accounting system.
Privacy Policy
Personal data is stored in the system only for the duration of processing. Once the data has been transferred to downstream systems, it is no longer stored.
Document generation
Documents are generated via the appropriate channel using the CIB mail dispatch solution CIB fairBrief or via email (SMTP/MS Graph) and forwarded to the relevant recipients.
Mit über 0 Endanwendern im Einsatz!
Processes in the order portal
Automated processes enable workflows to be clearly structured.
Order
Commission requests and brokerage fee requests are converted into structured orders and trigger settlement and commission flows.
Invoice
Invoices are generated and sent automatically; cancellations and corrections are processed using the system.
Commission
Each commission follows its own workflow for the structured management of payments and advances (discounts).
Invoice, Reminder
When invoices are overdue, predefined and customizable actions are triggered automatically.
Shipping
Documents are sent via the existing distribution channels.
Debt collection and legal prosecution
For orders with invoices currently in the collections process, a collections procedure is initiated that includes a range of customizable actions (incoming and outgoing correspondence, demand letters, recording court costs, and much more).
Maintenance, Escalation, and Follow-up
If orders are rejected or invoices are overdue, a follow-up process is initiated. The submitter and the intermediary are notified by email; after a configurable waiting period, the task is resubmitted for review.
Incomplete tasks trigger automatic notifications and are forwarded as needed.
Reminders and Forwarding
Incomplete tasks trigger notifications and are automatically forwarded.
Use cases
Day-to-day operations and administration
- Incoming mail
- Omnichannel outgoing mail
- Order processing
- Master data maintenance
- Statistics
Use cases
Billing and Commissions
- Monthly billing
- Invoice processing
- Brokerage fee request
- Commission Payment
- Recording of interest and late fees
- Claim and claim status
Use cases
Debt Collection and Legal Action
- 1. Reminder and enforcement order
- 2. Seizure
- 3. Statement of assets
- 4. Insolvency proceedings
- 5. Instalment payment agreement
- 6. Court hearing and judgment
Process Automation in the Real Estate Brokerage Industry with CIB seven
The integrated CIB seven automates key business processes in the order portal. Recurring tasks such as billing cycles, review and approval steps, or status changes are executed based on predefined rules. This shortens processing times and reduces operational risks.
CIB seven orchestrates all process steps and ensures consistent execution—even as order volumes increase. The result is a scalable, low-maintenance solution that provides long-term support for billing and administrative processes.
Sparkassen Immobilien Vermittlungs GmbH
Bayern
Sparkassen Immobilien Vermittlungs GmbH in Bavaria, headquartered in Munich, is the leading real estate brokerage in the region. As a subsidiary of the Bavarian savings banks and LBS, it has been brokering residential real estate for over 50 years. It is part of the largest real estate brokerage network in Germany, which boasts an extensive network.
Hessen-Thüringen
Sparkassen Immobilien Vermittlungs GmbH in the Hesse-Thuringia region works closely with local savings banks. While national units are often headquartered in Munich, services specific to Hesse and Thuringia are integrated into the organizational structures of Landesbank Hessen-Thüringen (Helaba) or the respective local savings banks.
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