Transaction Report - Kit

Owned by Julio R. Marroquin (Unlicensed)
Mar 09, 2023
2 min read

A transaction with the kit status is considered as a personal workspace. As part of a kit transaction, you can;

  • link the transaction to a registration,

  • add customers,

  • manage your electronic documents and

  • Create/manage electronic signature sessions.

 

Note that your transaction is not visible to the agency while it has a "kit" status. In order to make the transaction visible to them, the status must be changed to one of the following:

  • In Progress,

  • Accepted,

  • Cancelled or

  • Declined.

 

  1. To create a “Kit” transaction, please go to the transactions tab, located in the left navigation bar.

 

  1. This will take you to the “Transactions” board where you will select “Kit Transaction Reports”.

 

3. From the “Kit Transaction Report”, you will be able to see any of your created "kits". To create a new one, simply press the “+ Add a Transaction Report” button at the top of the page.

 

 

4. You will arrive at the transaction creation page, from which you can choose to create from the following options:

  • New Transaction Report from one of my Listings

  • New Transaction Report from an MLS Number

  • New Transaction Report from Prospect

  • New Blank Transaction Report.

 

 

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

 

After completing the desired fields of the transaction, be sure to save the file using the "save" or "save and close" button at the top of the page.

 

 

 

Once the status of a transaction report is changed, you can find it under “Transaction Report”.