3/16/2023 0 Comments Transaction desk![]() ![]() Transfer to another agent: opens another menu where you can transfer the transaction to another agent in your brokerage.Transfer to the previous agent: transfers the transaction back to the previous agent under their new brokerage.Transfer to me: transfers the transaction to you. Youll start by learning the new document upload process for a listing in Matrix, and then go in-depth for details about the features TransactionDesk can.This can be used to add them all to the basket and transfer them simultaneously. Fully integrated with NTREIS Matrix, Instanet stores all documents attached to listings, creates a transaction for each listing and. ![]() After you see all transactions, a circle to select all will appear beside the basket. Each transaction gets its own right-hand menu. This follows the same workflow as when you use the wizard when you make a new transaction. Inside your transaction: the 'Right-hand' menu Once you have your transaction created, work your way down the Right-hand menu. Note: If you are transferring more than 20 transactions, scroll down to the bottom of the page so that every single transaction loads on the screen. Click the blue Create button to make your new transaction. How do I transfer transactions in TransactionDesk?īrokers can transfer listings in TransactionDesk by following these steps:ġ.) Select Broker Tools from the Menu on the left.ģ.) Select the transaction circle(s) to the right of the transaction title(s) and then click the basket icon on the top righthand corner of the display. Description This online class will you give you an overview of the Transaction Desk Software - In this session we will cover: General Overview of the. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |