How to populate Trade Record

1.Choose a Client

2. Choose a Transaction

3. Then, click on TRADE

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Now you have accessed the Trade Record:

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-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.)

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-You can populate by MLS Number:

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

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Once completed, click Save to PDF

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You Trade Record is now in your document section:

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