Detailed list for transaction

Owned by Darine Hallab
Mar 22, 2023
1 min read

As an agent, you can generate a report for your transactions directly through your dashboard.

  1. Click on Transactions, then on detailed list.

 

2. select your criteria

  • Sorted by

  • Start & End date

  • Office role

  • Date used for period

  • Status

  • Transaction type

  • Right section content

  • Include only transactions with mortgage creditor

Once you have made your selection, you can generate the information in PDF, DOC or XLS by clicking on the top buttons