Financials Help
Transaction FAQs
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 ...
Changing The Status of Transactions
As a transaction goes through its lifecycle, you will need to know how to change the status of a transaction. To have access to do this, that needs to be granted by your management team. To change the status of the transaction, you will need to ...
Your Transaction Dashboard
Your Transaction Dashboard is a section where you can see an overview of what is going on with your company or your agent files. To access the Dashboard as an administrator, go to Financials -> Transactions and select the Dashboard tab across the ...
Start A Transaction
Starting your transactions in ClientBAY is an easy walk through that does require some basic information to be entered into the system. To start a transaction, you will need the address, commission information, and client name to start. Once you ...
Transaction Document Management
Within the Financial section of ClientBAY, you can find all of your transactions and manage your paperwork for your office. This can be done using checklists that your office has set up. If you don’t know how to assign a checklist to a file, that ...
Workflows
A workflow can be used to notify internally what is needed or a task on a transaction. These workflows can only be assigned by an admin and can either be assigned to an agent, a coordinator group, or another transaction manager. The goal of the ...
Add Documents To A Transactions Checklist
Utilizing checklists assists in the organizing of the paperwork required with a transaction. To attach documents to the checklist selected you must have assigned a checklist to a transaction either while opening the wizard or with in the details ...
Update Buyer/Seller Information in Transaction
It is important that contact information on transactions is up to date. If you have linked the contact with the agent CRM if you update the CRM or the contact data base it will update the contact. If you need to update the contact information from ...