FinancialBAY 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
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 Reports tab on the left hand side ...
ADMIN: Transactions Recap 3
Commission Plans To view the Commission Plans that you currently have in the system, go to the Settings gear icon at the upper right-hand side of your ClientBAY. Then from the Financial Section select Plans, then select Commission Plans. This will ...
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 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. ...