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