...
Step 1: On the Listings Dashboard, press on «Kits». The Kits menu showcases all your listingslisting kits.
Step 2: Select «+Add a kit». The button is located on the top left of the screen. This will create a draft for your new listing.
...
Step 4 : Choose the appropriate Listing Agreement Type.
Step 5: In Status. select Kit from the drop-down list.kit will be selected as default
| Note |
|---|
A kit transaction will not appear in your …office administrator account |
...
| Note |
|---|
If the Active Status is selected, further modifications will be blocked after the initial submitting of the kit. |
...
Step 6: Fill in the appropriate boxes fields for your listing’s address.
...
Step 7: To add a client, select the «+Add Client» button.
Step 98: Fill in the necessary information about the Client’s Profile.
| Note |
|---|
Entering a Title for the client is Mandatory. |
Step 109: Select the Address type of your client from the drop-down list.
Step 11: Fill the necessary information to complete the client’s FINTRAC information
| Note |
|---|
You do not need to press on «Add Row» to add the client’s FINTRAC information. |
Step 1210: Enter the client’s phone number. Then press on «+Add» afterwards.
| Note |
|---|
You must press on «+Add» after entering a phone number. The data will not be saved if this action is not done. |
Step 1311: Enter the client’s Email address. Then press on «+Add» afterwards.
| Note |
|---|
You must press on «+Add» after entering an Email. The system will not save your entry if this action is not done. |
Step 1412: Fill the necessary information to complete the client’s FINTRAC information with a government issued ID document information. Choose the document type and fill in the fields
| Info |
|---|
You do not need to press on «Add Row» to add the client’s FINTRAC information. |
| Info |
|---|
The Nature of Business only needs to be entered if the listing is a business selling. |
Step 13: On the top left of the screen, press on «Save and Close» to complete the Client’s profile.
Step 1514: Press on «+Add Agent» insert a new agent. (You will automatically be added as a listing agent.
...
)
Step 1615: Select the type of agent to add between : Internal Agents and or Outside Brokers.
Step 1716: If you add an Internal agent, select the agent’s name and if he is responsible of the part. You can now skip to step 19
Step 1817: If you choose an Outside Broker, fill in the necessary information in the Agents section, you can search for an agent by clicking on the search menu box.
...
Step 19: You now need to enter basic information about your client in the FINTRAC information section.
| Info |
|---|
the Nature of Business only needs to be entered if the listing is a business selling. |
Step 20: Next, you will need to provide a Government issued ID from your client. You will have a choice of ID’s to choose from. All the information asked about the ID needs to be filled.
Step 21: The next step requires you to add a phone number for your client. You can directly enter the phone number without having to press on the “+Add” button
| Note |
|---|
You can only enter 1 phone number per client. |
Step 22: The next step requires you to add an email for your client. You can directly enter the email without having to press on the “+Add” button.
Step 23: You will now complete the client’s form by clicking on “Save and Close” on the top of the screen.18: In the electronic document management section, upload the documents required for the listing. Click on Refresh mandatory Documents to see the documents required by your office. Click on +Add Document to upload your documents.
...
Step 19: You can save you listing kit at anytime and come back to it to complete the information. Once all of the informations and documents are completed, you can submit to your office (Satus: Active submitted to the Admin). Don’t forget to add your MLS number as soon as you have it!
...
| Tip |
|---|
Completed! |