Kit Transaction Report

Owned by sdecary (Unlicensed)
Last updated: Dec 11, 2020 by Marianne Desrosiers (Unlicensed)
2 min read

A transaction with a Kit status is your personal workspace. As part of a kit transaction, you can link your transaction to a listing, add your clients, and manage your electronic documents, including electronic signature sessions.

However, please note that your "Kit" transaction is not visible to your office. In order to make the transaction visible, the status must be either; In Progress, Accepted, Cancelled or Rejected.

 

  1. To create a kit transaction , please go to the Transactions tab, located in the left navigation bar.

2. This will take you to the Transactions Dashboard. On this tab, select Kit Transaction Reports.

 

3. From the kit transaction report section, you will be able to see any of your created "kits". To create a new one, simply click on the + add transaction report button at the top of the page.

 

 

4. You’ll be redirected to the transaction creation page, from which you can choose to create from the following options: Listing selection, MLS number, "Prospect" report or a complete blank file (Blank Transaction).

5. After choosing one of the options mentioned above, you will be redirected to the transaction editor.

After completing the required fields of the kit transaction, be sure to save the file using the "Save" or "Save and Close" button at the top of the page.

 

6. Once you change the status of a kit transaction report, you can find it under Transaction Reports ;

 

Completed!