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.
If correct, click Confirm and Create Transaction.
I need blank forms: You’ll answer a few Wizard questions to determine which forms to load.
Click Next.
Select the number of Buyers and Sellers. If unsure, click None. Then click Next.
Click Choose to select a contact that has previously been added to your CRM.
If the contact is not already listed in your CRM, click Create New Contact and follow the prompts.
Enter the address and any known details, then click Next.
Add key dates (if enabled), then click Next.
Input key financial data, then click Create Transaction.
I do not need blank forms: Choose this option if you want to create a transaction and upload forms at a later time.
You’ll answer a few Wizard questions to build your transaction.
Click Next.
Select the number of Buyers and Sellers. If unsure, click None. Then click Next.
Click Choose to select a contact that has previously been added to your CRM.
If the contact is not already listed in your CRM, click Create New Contact and follow the prompts.
Enter the address and any known details, then click Next.
Add key dates (if enabled), then click Next.
Input key financial data, then click Create Transaction.
Done!
After completing all panels, your transaction is created.
You’ll be directed to the Transaction's General Tab, where you can continue working.