Financial Admin Onboarding
Transaction Settings
Transaction Settings & What They Do Please note that not all administrators at your company have access to these settings. Only those who have access will be able to view these settings. For admins designated as Transaction Admins, you will find the ...
ADMIN: Transactions Recap 4
? Navigating and Managing Your Transaction Reports All of the information that is input into the Transaction Software is compiled into Transaction Reports for you to easily utilize. Use this feature to monitor real-time data, run detailed agent and ...
ADMIN: Transactions Recap 3
? Guide to Managing Commission Plans, Financials, and Closings Learn how to create and manage commission plans, assign them to agents, navigate transaction financials, and complete transaction closings step-by-step within your Office Account. ⚙️ ...
ADMIN: Transactions Recap 2
<br> ? Master Guide to Transaction Checklists, Documents, and Workflows Learn how to easily navigate your checklist dashboard, upload and split transaction documents, assign workflows, and set up message templates to streamline ...
ADMIN: Transactions Recap 1
Creating Checklists Checklists within a 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 ...
ADMIN: Setting Up Transaction Tools
Creating Checklists Checklists within Transactions are where your compliance transaction paperwork lives. When an agent creates a transaction, they can upload the necessary paperwork for that transaction. Checklists can be organized within Folders. ...