Transaction report
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.
You can also add agents or Clients, if necessary, by pressing on the «+Add an Agent» or «+Add a Client».
To remove a client or agent, press on the pencil left to the corresponding client or agent and select Delete on the top of the client’s page.
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.