Additional Submission Features for Transaction Managers

There are some submission features that are reserved for Transaction Managers only. In order to access these features, the first step is to go directly to the Transaction Manager section.

Open

A list of submissions will be made available to you from which you can select any transaction.

Open

The trade record for the transaction selected will open up. To view the activities that have been submitted, click on the “Activities“ section.

All the activities submitted by that realtor for that transaction will appear listed in that section.

You can add files by clicking on the grey section under Brokerage documents or you can simply drag and drop documents from your computer.

Once the document is uploaded, you can drag and drop it into any activity you want.

If an activity had already been completed, you can keep working on it by selecting the “Re-open Activity“ option located to the right of the latter.

You can also “Accept” an activity which will change its status to “Complete”.

Or you can “Return“ the activity by pressing on “Return“.

Any pending activity can also be deleted from this section by pressing on “Edit Activity“ to the right of the latter and then “Delete” in the pop-up window that opens up.

You can modify the activity’s details by pressing on “Edit Activity“.

You can also send any document that’s within the transaction via email by pressing on the “Email“ option right above the “Brokerage Documents”.

Or you can download any of the documents that are within that transaction by pressing on the “Download“ option right above the “Brokerage Documents”.

You can also Add an activity plan, add an activity or send the documents for signing at this point.