How to manage transaction reports in NexOne Office

Owned by Holley Vosburgh
Last updated: Mar 23, 2023 by Darine Hallab
6 min read

  1. When you are on the home page, select Transaction in the menu on the left of your screen.

 

2. On this page, you get several tabs that classify the Transaction Report types you have in total in your account. In this case we want to work with a new Transaction Report, so select the Transaction Reports kit tab.

 

A Kit Transaction Report is a transaction that is not visible to your administration, so it allows you to modify it as you wish as long as it is not submitted to your brokerage.

3. On this page, you have all the transactions that you have created that are not yet submitted to the brokerage. You can modify it by pressing the Pencil or directly access the EDM of your transaction by selecting the trombone. For this example we will simply create a new one by pressing Add Transaction Report.

4.

1; Choose the information related to the listing

Do not import; In the majority of cases you represent the buyer and the registration is not on Centris

Import my listings; You have this listing on file, and we will import your registration information into your sales report (Including FINTRAC (if already completed))

Import from a MLS; You represent the buyers, Copy the CENTRIS number. We will import the Centris information into your sales report.

2; Select the information related to a buyer agreement

Do not import; You do not have a buyers contract

Import from my buyers brokerage contract; Choose from your list of buyer agreements in your files and we will import your buyer agreement information into your sales report (Including FINTRAC (if already completed))

3; Select Create

 

- Informations related to the purchase contract

Fill in as much information as possible, but at least the required fields (with the little red star)

By entering the exact amounts for the sale price and the asking price, when you arrive at the commission portion, it will all be calculated on its own.

- Commissions

You can choose how your commissions will be distributed, once done, the calculation for each of the parties will be automatically calculated based on the sale price of the property.

 

-Agents

You can add the other agents involved in the file by pressing +Add agent. You will be able to choose the type of agent they are as well as if they are an internal or external agent. You can also determine how much commission he will receive.

Once all agents are added if you click on the button Recalculate Subscriber or Collaborator , it will update the commission amount that is assigned.

-Conditions


You can add terms and conditions by pressing the +Add Condition button

-Notary

You can also add the notary’s information to your document. You can select the notary directly from our drop-down menu or enter the information manually in the fields below.

7. Then in the Electronic Document Management section, you can view the list of mandatory documents (configured by your office) by pressing Refresh doc. required. The list of documents will appear afterwards.

 

8.To add a document to your list, tap Add Document above the document list.

 

 

9. Fill in the necessary information for the document you are about to download (Scanner & Share Type by default)

10.

1. Click on the box below and navigate to your computer to select the desired document. Press Open once the document is selected,or drag and drop

 

11. Complete the required fields in the Identification of Filings section.

 

12 . Once completed and the document is in the download area, press Save and Close

13. Now that you are back in the Electronic Document Management section, here is a brief description of the other icons that you can see at the top of the document list.

 

Gives you the option to email the documents list directly from NexOne Office.

 

Gives you the option to email the documents list directly from NexOne Office.

 

Allows you to refresh your list of mandatory documents at any time.

 

Allows you to view the history at any time You can view the history of added/modified/deleted documents at any time. You will see the dates and times of all document changes in the .e list of documents added/modified/deleted. You will see the dates and times of all document changes in the list.

 

Allows you to view email history directly from your transaction report at any time. You will see the dates and times of all emails.

 

Lets you create a .ZIP file that compresses all your documents.

14. After downloading and adding all your mandatory documents, you can return to the top of your transaction report and change the status from Kit to Accepted. Then tap Save and Close and your report is now submitted for review to your branch. Then Click Save and Close and your report is now submitted for verification to your agency.

Go back to transaction/Transaction reports, and you can see your transaction there, it is no longer in Kit Transaction Reports

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