Wizard Questions dynamically guides agents through creating transactions by tailoring forms based on their responses. This approach ensures that only the relevant forms are included, streamlining the process.
To use the Wizard Questions for forms, you first need to create a "Group(s)" located in the Transactions >Forms Library.
Wizard Questions uses clear and concise language to break down the transaction process into step-by-step questions. Then, each answer maps to specific documents.
Once the wizard questions are programmed, your agents are automatically given all the proper forms.
Agents no longer need to spend time manually pulling the necessary forms to complete a transaction.
Click on any form under name.
Click the drop down to select a group.
Select group, or type into the box to create one and press save.
To create or edit wizard questions, go to “Setup” and then “Transactions” from anywhere in TotalBrokerage.
Go to the tab that says "Wizards Questions".
If you want to view or edit questions for the entire brokerage, simply click on the brokerage name or click View (next to the brokerage name).
If you want to view or edit questions for a particular office, you can either click on the office's name in the Question Set column or click "View" to the right of the office you want to edit. Those questions will be appended under the brokerage questions for the applicable office.
To create a new question, click on the green “+Add Question” button.
Upon doing so, you will arrive at the Editing Question screen view, where you can create your question by typing it into the text bar.
Select the checkbox "Create a folder in the transaction that contains the forms selected by this question. The folder name will be the form group name" if you wish to automatically organize the selected form group into a folder in the transaction.
Click "+Add Answer", then type the answer to your question.
In order to save the question, click "Confirm Changes" and "Save".
To edit existing questions, click on the white "Edit" button to the right of the question (which will also allow you to edit answers).
To delete a question, simply click on the red "Delete" button to the right of a question.
To change the order in which the questions will appear, you can use the up and down arrows (to the right of the question).
If you want to undo the changes you made to an existing question (before you hit the blue "Save" button), you can select the gray "Discard Changes" button.
If an option is checked, agents will be able to enter the checked information (property, date, and financial) for a transaction from within the wizard.
Make sure to click “Save” at the bottom when you’re finished.
