Be sure to scroll down and watch the video!
When you click into the Client Name you will see the Property Address with a flashing notification Offers Received from! beneath the address.
Any time you receive a new offer you will see a notification listing ALL agents who have submitted offers.
At this point you have several options to automatically create and share disclosures with an agent.
1. You can click on the orange link next to a particular agent`s name to Create and Share Disclosures with this agent
2. Clicking on that link will produce a pop-up window and allow you to select a set of disclosures to enable for the buyer to sign
3. This feature will also automatically create a folder for that Buyer in your Detailed Listing Transaction
4. It will also automatically share the DISCLOSURES/DOCUMENTS you select from the choices
5. The Buyer`s Agent will receive an email notification that the documents have been shared
NOTE: As multiple actions are executed automatically, you will want to review all the capabilities of this feature so you understand everything that will occur simultaneously.
video:2015nj
lang:2021cs