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Transaction Management
Transaction Management
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17 articles in this collection
Written by
Alexander Hayden
Payment Preferences in CDA
Save your preferred method of payment for CDAs generated through RealScale
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Written by
Alexander Hayden
Updated over a week ago
Transaction Roles
Description of Transaction Roles and Assigning Them to Your Team
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Written by
Alexander Hayden
Updated over a week ago
How to Enter a New Transaction
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Written by
Alexander Hayden
Updated over a week ago
How to Sync Transaction Dates to your Calendar
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Written by
Alexander Hayden
Updated over a week ago
How to Write & Use Email Templates
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Written by
Alexander Hayden
Updated over a week ago
How to View, Upload, & Remove Documents From a Transaction
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Written by
Alexander Hayden
Updated over a week ago
Viewing Transaction Tasks
Viewing tasks on RealScale filtered by transaction, assignee or due date.
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Written by
Alexander Hayden
Updated over a week ago
How to Log Referral Payments from Other Agents/Brokers
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Written by
Alexander Hayden
Updated over a week ago
Charging Additional Fees to Clients
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Written by
Alexander Hayden
Updated over a week ago
Dashboard Reports Overview
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Written by
Alexander Hayden
Updated over a week ago
How to Load Task List Templates into a Transaction
Loading existing task lists into your transaction.
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Written by
Alexander Hayden
Updated over a week ago
How to View Closed/Completed Transactions
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Written by
Alexander Hayden
Updated over a week ago
How to Change Transaction Statuses
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Written by
Alexander Hayden
Updated over a week ago
How to Create & Edit Tasks and Task Lists
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Written by
Alexander Hayden
Updated over a week ago
How to Review a File & Create a CDA for an Agent
Reviewing deals and creating Commission Disbursement Authorizations (CDAs / DAs) for agents
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Written by
Alexander Hayden
Updated over a week ago
How to Create & Edit Task List Templates
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Written by
Alexander Hayden
Updated over a week ago
How to Get a CDA From Your Broker
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Written by
Alexander Hayden
Updated over a week ago