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Brokerage
Brokerage
Saransh Singh
- Accept/Reject Submission: Activities Tab
- Accepting an Invitation - Registering a New account or Connect an Existing account
- Reviewing a Listing/Deal File.
- Archive a Transaction from Transaction Viewer
- Back Office - Look Up Agent's Client's Information
- Brokerage Billing: Update Billing Information, Adding licenses.
- Brokerage Reports
- Brokerage Settings
- Copy Submission Activity Plans
- Create Offices & Teams
- Delete Submission Plan
- Deleting Submission Plans and Activities from Transactions
- Form Creator- Adding Custom Clauses/Phrase & Tags - For admin
- Form Groups - Creating & Sharing within your Organization
- Import your Contact list to the Address Book
- Inviting your Brokerage Members
- Removing a Member of your Brokerage
- Rename Submission Plan
- Transaction Viewer
- Transaction Viewer - Adding a Transaction
- Transfer Members between Org Units
- Upload Brokerage Logo
- Document Management for Admins
- Assisting your Agents with Transactions
- Create Submission Plan or Activities Checklist
- Manage your review group
- Add, Edit and Submit Activities and Submission Plans.
- Drag and Drop Documents for Submission
- Transaction Managers - Setting or Changing Reviewers.
- Edit your Brokerage Members Accounts
- Additional Submission Features for Transaction Managers
- Additional Activities Features for Transaction Managers
- Admins: Enabling trade record requirement section in order to submit.
- Drag and Drop Documents for Submission-hold
Instructions
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