How to populate Trade Record


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.)


-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: