Create A Transaction Workspace

Create A Transaction Workspace Click create new transaction. note: once a transaction is started, you are unable to change the category, type, or party represented. for example, if a transaction is created as a residential sale representing the seller's side, but in reality, the agent represents the buyer's side, the transaction must be cancelled and restarted. Let our setup wizard guide you through getting up and running with the transactions workspace. the wizard guides you through the required steps by showing you how to set up your agent profile and validate your credentials.

Create A Transaction Workspace Administrators and transaction coordinators can create a transaction on behalf of another associate and set themselves as either a manager with no access, a partner agent, or a coordinator. Choose a transaction to create from the transactions tab and then click finish to create the new transaction record. the transaction details page launches for the newly created transaction record. Describes how to create a transactional team. groups and teams can be created in workspace to help better organize workflows and streamline the transaction sharing between team members using the intranet. ideally, groups and teams are designed for groups of four or more associates. From the workspaces page, you can create a transaction, modify a transaction name, view the auto fill information, view the status of envelopes in the transaction, add documents, and send documents for signature.

Create A Transaction Workspace Describes how to create a transactional team. groups and teams can be created in workspace to help better organize workflows and streamline the transaction sharing between team members using the intranet. ideally, groups and teams are designed for groups of four or more associates. From the workspaces page, you can create a transaction, modify a transaction name, view the auto fill information, view the status of envelopes in the transaction, add documents, and send documents for signature. Help articles and resources for transactions in lone wolf workspace. Use the functionality available on this page to monitor incoming transactions, create, edit, delete, and organize transaction records, as well as verify and send outgoing transactions. note that you will need to locate and select transaction (s) from this grid in order for an action to be performed. Upload applicable documents, answer detailed questions about your specific transaction, and complete any applicable checklist items. as you complete the items within each phase, you move forward along the transaction timeline, ultimately leading to you submitting the transaction for review. Learn how real estate agents and transaction coordinators create workspaces to organize documents for a real estate transaction. as a real estate agent or transaction coordinator, you can create a workspace to keep related documents in one place.