Transaction Management

Payment Preferences in CDA

Save your preferred method of payment for CDAs generated through RealScale

A

Written by Alexander Hayden
Updated over a week ago

Transaction Roles

Description of Transaction Roles and Assigning Them to Your Team

A

Written by Alexander Hayden
Updated over a week ago

How to Enter a New Transaction

A

Written by Alexander Hayden
Updated over a week ago

How to Sync Transaction Dates to your Calendar

A

Written by Alexander Hayden
Updated over a week ago

How to Write & Use Email Templates

A

Written by Alexander Hayden
Updated over a week ago

How to View, Upload, & Remove Documents From a Transaction

A

Written by Alexander Hayden
Updated over a week ago

Viewing Transaction Tasks

Viewing tasks on RealScale filtered by transaction, assignee or due date.

A

Written by Alexander Hayden
Updated over a week ago

How to Log Referral Payments from Other Agents/Brokers

A

Written by Alexander Hayden
Updated over a week ago

Charging Additional Fees to Clients

A

Written by Alexander Hayden
Updated over a week ago

Dashboard Reports Overview

A

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.

A

Written by Alexander Hayden
Updated over a week ago

How to View Closed/Completed Transactions

A

Written by Alexander Hayden
Updated over a week ago

How to Change Transaction Statuses

A

Written by Alexander Hayden
Updated over a week ago

How to Create & Edit Tasks and Task Lists

A

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

A

Written by Alexander Hayden
Updated over a week ago

How to Create & Edit Task List Templates

A

Written by Alexander Hayden
Updated over a week ago

How to Get a CDA From Your Broker

A

Written by Alexander Hayden
Updated over a week ago