Create a transaction report

You will have to go to the transaction report interface.

Here is the step-by-step process: Transaction > transaction report, then click on create+ to create a new transaction report.

This page will open ;

You must select an option on the Listing side as well as the Buyer Agreement side.

Listing :

1. Do not import: No listing ( mostly for an exclusive property )

2. Import from my listing: The broker represents the seller

3. Import from an MLS: Listing that is still active under centris but for which you are not the listing agent

Buyer Agreement :

4. Do not import: You do not have a Buyer agreement

5. Import from my buyer agreement: You have a buyer agreement