Transaction report

Owned by rlounis (Unlicensed)
Last updated: Mar 23, 2023 by Holley Vosburgh
3 min read

Create a Transaction Report in NexOne Office

Step 1: In your NexOne Office Dashboard, select «Transactions» on the left side of the screen.

 

 

Step 2: Select «Kit Transaction Reports»

 

 

Step 3: Click on «+Add a Transaction Report» on the top left of the screen

 

 

Step 4: Choose from which listing you want to create your Transaction Report.

 

You can directly create the transaction from:

  • An existing listing in your NexOne Office

  • An MLS Number

  • Blank

  • Prospect

 

 

Step 5: Once the transaction type is chosen, you need to fill-in the mandatory information in the Transaction Report.

Once the transaction type is chosen, you need to fill-in the mandatory information in the Transaction Report. Depending how you create the transaction, some fields will already be auto-filled.

 

Step 6: Fill in or verify the information in the «Transaction Report Profile».

 

 

Step 7: If the fields are not filled, enter the property’s address and information.

 

 

Step 8: Enter the mandatory Information on the Purchase and Sale Agreements.

 

 

Step 9: Enter the correct Commission information.

 

Once your transaction report has been changed to a transaction by your brokerage, you can’t change the commission portion. You must refer to your office if any changes are required.

 

Step 10: Verify if the appropriate Agents and Clients are selected.

 

 

Step 11: Enter the Lawyer/Notary mandatory information. You can either choose an existing Lawyer/Notary from the NexOne directory, or enter his/her information.

 

 

Step 12: Add or edit the Electronic Documents necessary to the transaction.

 

 

Step 13: Enter the Mortgage Referall mandatory information.

 

 

Step 14: In the Top left of the screen, select «Save and Close».

 

 

 

Congratulations, you completed your transaction report.

 

 

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