Course Process
Create a Transactions
Transactions can be used to manage projects, escrows and all sorts of intricate projects that involve one or more clients and members. Creating a transaction can be done by any team member within your account that has the permission to create and edit transactions. When creating a new transaction, selecting at least one client is required along with the following items.
- – Transaction Name
- – Customer/Client
- – Transaction Type
- – Property (optional)
- – Billing Type
- – Status
- – Start Date
- – End Date
- – Progress
- – Description
- – Client Permissions
Integrity and ethics are the backbone of this entire business and the great people it serves. All agents, independent contractors and trainees are expected to uphold the highest code of ethics. All partner agents are required to abide by the National Association of Realtor ethic standards and comply with a local, state and federal laws.
Transaction Name
Registering for a partner account will give you instant access to the CRM software.
Customer / Client
Registering for a partner account will give you instant access to the CRM software.
Transaction Type
Registering for a partner account will give you instant access to the CRM software.
If your account will be part of a team, please notify your manager to add your account under the team options page.
Property
Registering for a partner account will give you instant access to the CRM software.
Billing Type
Registering for a partner account will give you instant access to the CRM software.
Status
Registering for a partner account will give you instant access to the CRM software.
Start Date
Registering for a partner account will give you instant access to the CRM software.
End Date
Registering for a partner account will give you instant access to the CRM software.
Progress
Registering for a partner account will give you instant access to the CRM software.
Description
Registering for a partner account will give you instant access to the CRM software.
Client Permissions
Registering for a partner account will give you instant access to the CRM software.
Click here to create a transaction