FinancialBAY Admin Onboarding
Transaction Settings
Transaction Settings & What they do Keep in mind not all admins at your company have access to these settings. Only the people who do will be able to see these settings. For the admins who are designated as the Transaction Admins, you will see the ...
ADMIN: Transactions Recap 4
Transaction Reports All of the information that is being input into the Transaction Software are compiled into Transaction Reports for you to easily utilize. To get to your Transaction Report Dashboard, go to your Financial tab on the left hand side ...
ADMIN: Transactions Recap 3
Commission Plans To view the Commission Plans that you currently have in the system, To find them, select the Financials button on your left hand side menu and then select Commission Plans. This will open up your Commission Plan Dashboard. Here you ...
ADMIN: Transactions Recap 2
Managing Your Checklists The easiest way to manage your checklists is by going to your Checklist Dashboard. You can get there by going to your Financial Tab on your left hand side menu and then selecting Transactions. This takes you to your ...
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 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 ...