Your Shop Desk
Timeshare Exit · Custom Shop Desk CRM

A Custom CRM for Timeshare Exit Companies

Owners come to you worn out, often after being burned before. Here is what your desk would track so every file moves, every owner can see where it stands, and nobody is promised more than you can deliver.

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A Shop Desk set up the way a timeshare exit business would run it
A Shop Desk set up the way a timeshare exit business would run it

Shown: WeRV, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Timeshare Exit Words

Every exit file moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Consult
  3. 03Documents In
  4. 04Agreement Signed
  5. 05File Submitted
  6. 06Released
  7. 07Closed

An exit file on your desk hangs off the owner and their contract.

So the card asks for what you actually need, and nothing a timeshare exit business would never fill in.

  • Resort and developer
  • Contract date
  • Annual maintenance fee
  • Loan balance
  • Exit path
  • Case manager
Where it leaks

Where Timeshare Exit Businesses Lose Work

Consults That No Show

An owner books a call, then second guesses and skips it. Nobody reaches out, so they stay stuck with the fees.

Files Waiting on One Document

The contract or deed never comes in and the file sits. Months pass and the owner thinks nothing is happening.

Update Calls That Eat the Day

Owners call your team to ask where things stand. Every one of those calls pulls a case manager off real work.

What we would build

Fitted to How You Already Work

  • Consult Reminders and Rebooking

    Owners get reminders before their consult and an easy link to move it. Missed consults go to a rep to call that day.

  • A Document Checklist for the Owner

    Owners see which papers you have and which are missing. They upload photos from their phone instead of mailing copies.

  • A Case Page With Plain Updates

    Each owner gets a page showing the current step and the last update. Case managers post a note once and the owner sees it.

  • Clear Lines on Who Sees What

    We set up consent, opt outs and who can see each file with you. Legal notes stay with the people who should see them.

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Questions

What Timeshare Exit Owners Ask

Will the desk tell owners they are guaranteed to get out?
No. Every message is written with you, and nothing goes out that promises a result. The desk shows the steps and where the file stands, not legal advice.
Can we work with outside attorneys on files?
Yes. An attorney can be given access to just the files they handle. They see the documents and notes they need and nothing else.
Can it track payments on the agreement?
Yes. Each file shows what the owner agreed to and what has been paid. Invoices are paid from a link.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Timeshare Exit Business Runs

We will tell you honestly what a desk fitted to it would take.

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