Creating Checklists

Checklists within Transaction are where your compliance transaction paperwork lives. Here, when an agent creates a transaction, they can upload the paperwork that their checklist requires.

To create a checklist, go to your Financial tab on your left hand side menu and then select Checklists. This will open your Checklist Dashboard. Here is where you can create a checklist as well as edit any checklists you have already created.

To add a checklist, simply select the Add Checklist icon in the upper right of the screen. 

In the box that appears, you can start creating your checklist. Start by naming the Checklist and adding a description so you and your agents can easily identify what type of transaction this checklist should belong to (i.e. New Residential Listing Checklist). Then you want to designate whether this checklist belongs to a seller side, buyer side, or if it can be designated as both.

The next step would be to say who this checklist is managed by. Below that is where you are going to build your checklist.

There are a couple of different ways that some companies group checklist items. Some companies base them o required documents versus “if applicable” documents. Some companies base them on state required forms, company required forms and MLS required forms. So however you want to create these groups and title them is completely up to you.

Within the Group(s) you create, you can add subgroups which would be the name of the document. Keep adding Groups and Sub Groups until you have your checklist complete.

Once you are done with the checklist, press save.

From your Checklist Dashboard, you can edit any Checklist by utilizing the three dot Action button.

Message Templates

Message Templates are a tool that you can utilize to save you time when it comes to the numerous amounts of emails that you send out in regards to transactions on a daily basis.

To create a message template, go to your Financial tab on your left hand side menu and then select Message Templates. This will open your Message Template Dashboard

Here is where you can template out an email that you find yourself sending out a lot so that you aren’t constantly typing or copying and pasting that email. With just a couple of clicks of your mouse you can have those messages autofill for you and send out for you and save you that time.

To build a Message Template select the +Add Template button. Name your Template and designate the Usage. Below that you can create the email and also utilize the Add to Text drop down menu to have fields automatically fill in for you.

Once you have your email template created, press the Save button.

From your Message Template Dashboard, you can edit or delete any created templates.

Lookups

You need to create lookups (which are options for the drop down menus within the Transaction Software). 

To see the list of Look Ups, go to your Financial Tab on your left hand side menu. You will see all of the Look Ups in a Group at the bottom of that menu. To add options to a Lookup, select that Lookup item. 

When you select a Look Up item, you will be taken to a dashboard where you can add the drop-down menu choices by choosing the +Lookup icon in the upper right-hand corner. 

The two that we highly suggest creating are the Buyer/Seller Source and the Agent Fee Type Look Ups.

Attaching Commission Plans

It is simple to attach Commission Plans to your agents. Go to your Roster tab on the left hand side menu and select Agents/Teams. Select the three dot action button associated with the agent that you need to attach an Commission Plan to and select Edit. This will take you to that Agent's details page 

Scroll down to the Accounting Info section. Here you will see a drop down menu for Commission Plans. Select the Commission Plan the agent needs to be on and then press Save in the upper right hand corner.