Be sure to scroll down and watch the video!
Take advantage of Saving Time when applying for a personal loan or you are preparing your quarterly and end of year taxes!
Click on the Reports feature found on the Main Dashboard.
For any time frame, you can quickly create two types of reports:
1) All Transactions: this is a list of all transactions you have created over time. This is a great way to track your marketing plan.
2) Sold Transactions: this is a list of all Sold transactions and includes all you need to complete Quarterly and Annual Taxes.
NOTE: These reports are only as accurate as the information you document under your Closing MLS Info feature and you Status you have selected for all transactions.
You will want to make sure and view two videos under the Help Video Tutorial: Closing MLS Info and Change The Status Of A Transaction