Transactions

Setup > Transactions: General
Here, the Brokerage Manager will create the default settings for all Transactions. To create your transaction settings, start by going to Setup > ...
Thu, Mar 13, 2025 at 4:33 PM
Adding a Checklist
Here you can create, view, archive, and edit checklists.  Go to “Setup” and then “Transactions” from your dashboard.    Go to the tab that s...
Thu, Jun 19, 2025 at 12:39 PM
Uploading Forms and Creating Wizard Questions
Go to Transactions > Forms Library From Actions in the upper right corner, select + Add New Form. Read and Check the Disclaimer....
Fri, Apr 18, 2025 at 2:38 PM