From your Dashboard, select Create > Transaction
If you have permission to create transactions for others, you’ll be asked:
If the selected transaction owner belongs to multiple offices or teams, you’ll be asked to pick the correct office and team.
Do you have signed documents?
I have executed forms: follow the prompts to upload your PDFs
After uploading the files, they will be read to pre-fill your transaction tabs
NOTE: The prefilled information may contain inaccuracies. Please double-check the information. To make changes, click Edit Information. Otherwise, click Confirm and Create Transaction.
I need blank forms: You’ll answer a few questions to determine which forms to load.
If you choose I do not need forms, you’ll skip form selection but you’ll be asked to choose the represent type and which checklist to use.
Click Next to move to the next page
Add the number of Buyers, Sellers, Landlords, or Tenants involved.
Enter the address and any known details.
Add key dates (if enabled)
Input key financial data.
Done!
After completing all panels, your transaction is created.
You’ll be directed to the Transaction Overview page, where you can continue working.