Transaction Management

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

Transaction Tasks

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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

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

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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

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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