How to populate Trade Record

Owned by Nicole Cockcroft
Feb 17, 2023
2 min read

 

1.Choose a Client

2. Choose a Transaction

3. Then, click on TRADE

 

Now you have accessed the Trade Record:

-You can either manually enter in your information and ensure that you fill out as much information as possible (the field highlighted in green are mandatory fields.)

or

-You can populate by MLS Number:

 

Ensure you complete the other field in the Trade Record before Saving:

Once completed, click Save to PDF

You Trade Record is now in your document section:

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