Prospects Import
This new Prospects import is designed to link your transaction report to a listing or a buyer agreement.
In the transaction report select Import Prospect
Enter the Prospects Transaction Report ID
If the agent associated with this transaction is no longer active at your brokerage, you must enter the information manually.
3. Once you’ve entered the ID, the system will automatically populate the MLS number related to this transaction.
If the MLS number is not found, it will not be added.
Listing
Do not import: This action will not import the listing information
Import from my listing: Will open your file to make a selection.
Import from MLS: Will populate listing information.
Buyer Agreement
Do not import: will not import buyer agreement
Import from my buyer agreement: will have you select a previously entered buyer agreement
Once your selections have been made click NEXT
To finalise the transaction report, review the seller(s) and buyer(s) and select SAVE
Your Prospects Import into your transaction report is now complete.