FAQ FAQs
name address change copy duplicate copying
copy duplicate template replace locked lock copying
Company Business POA Trustee Power Attorney Bank Own owned relo relocation
create new create a new for this client property DISCLOSURE DOCUMENT
partner partners
sync syncing cbs dates utilities
partner partners ordering changing cancel update change order
1
turn in
customer support phone list white board
to do items list tasks
c to do items list tasks
create disclosures & folder for this buyer's offer
contracts brokerage disclosure Smart eContracts
affiliated fha waiver mls loan referral hoa receipt questionnaire
Smart eContracts
Adding Buyer and Buyer Agent
template Smart eContracts
PDF Smart eContracts
client notes enter new referral editing note adding
Create
importing import export client data
exporting export import clients data
Client List Sort
add buyer buyers name
Adding Settings for TC Specific Transaction
Assign Master Settings for Agent Settings for TC
Adding Master for Agent Specific
updating changing find
creating create on file all new contracts instructions uploading personal professional signature file and settings
How Electronic Contracts are Signed Electronically
email web signature client participant electronic documents online
Signature Received SMART
Web Signature Email Notification eContracts
Be sure to scroll down and watch the video!
This is a Quick Minute Video Introduction
It is recommended that you review all three sub-topic help videos:
Transaction Coordinator Master Settings for Agent Adding a Transaction Coordinator to a Specific Transaction Transaction Coordinator Settings for TC
Lunch-n-Learn Session:
Bite-Size Learning - 1-16-24 Transaction Coordinator Basics
video:2018kb lang:2024cs