Can I change a checklist on a transaction? 

Yes, you can change the checklist on the transaction!  Within the Transaction Details page you can see the checklist that has been selected.  To change it, select a new checklist and click the save button in the upper right-hand corner.  

By changing the checklist, you will have to reassign the documents to the checklist but they will remain in the Transaction Documents tab.

A workflow is an internal communication that alerts you when a file needs your attention. You can access your workflows on your main Transactions dashboard within your Workflows Needing Attention. 

How do I alert the office that my file is ready for review?

If you are ready to have your file reviewed, you can use the Notify button in the upper right-hand corner of the checklists.  This will alert the manager on your file that you are ready for them to look at your file. 

Where do I go to access my transactions? 

To access all of your transactions in one place, go to the Financial menu item and select Transactions, then choose My Transactions (Agent) or Transactions (Admin). This will pull up your main Transactions dashboard.  From here, you can access the Transactions tab and view all of your transactions. 

Can I add or update contacts on a transaction? 

Yes, you can.  Once you have the transaction open that you would like to edit, go to the People tab at the top of the screen. Here you can add buyers, sellers, or other vendors by using the + button next to each section.  If you want to add the contact to your CRM, be sure to use the + button within the addition tool. 

Where do I go to enter a transaction?

To enter a transaction, go to your Contacts, open the contact for which you have a transaction, and click on the Transactions tab. From here, you can add transactions to the contact by using the +Create Transaction Button in the Transactions section.  For more information on entering transactions, see Start a transaction.

Depending on your office requirements, you may or may not be able to change the status of a transaction.  To do this, you will access the transaction.  On the Transaction Details page, see the status and click on the change icon to the right of the status.  For more information, see changing transaction status. 

Can I email documents into a transaction? 

What do I do if a document is marked as Unaccepted on a transaction? 

If one of your transaction documents is marked as Unaccepted, review the notes from your admin.  Once the notes are reviewed, you can add a revised document to the checklist item by using the Assign button. Once you upload or attach a new document, the status of the checklist will automatically update to Uploaded.  

How do I know if the Checklist manager has reviewed my document? 

Once your Checklist Manager has reviewed your documents, they will mark the checklist items as approved or rejected.  If it is approved, the admin will mark it as approved.  If it is rejected, the admin will leave you a note about what is wrong with the document.  Some of our clients choose to utilize a Workflow to notify the agent that their file has been reviewed. Please check with your office Administrator to confirm the process for your office. 

How do I check on the status of my Transaction File?  

You can access your files by going to the Financial menu item and selecting My Transactions. Within this section, you can click on the Checklist tab to view a comprehensive overview of all your transactions, including what is uploaded, approved, required, and declined for each file.