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5 Minute Back Office Submission Walkthrough for Agents
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5 Minute Back Office Submission Walkthrough for Back Office Staff
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Accept/Reject Submission: Activities Tab
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Accepting an Invitation - Registering a New account or Connect an Existing account
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Reviewing a Listing/Deal File.
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Add, Edit and Submit Activities and Submission Plans
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Additional Submission Features for Transaction Managers
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Archive a Transaction from Transaction Viewer
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Back Office - Look Up Agent's Client's Information
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Brokerage Billing: Update Billing Information, Adding licenses.
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Brokerage Reports
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Brokerage Settings
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Copy Submission Activity Plans
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Create Offices & Teams
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Delete Submission Plan
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Deleting Submission Plans and Activities from Transactions
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Drag and Drop Documents for Submission
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Edit your Brokerage Members Accounts
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Form Creator- Adding Custom Clauses/Phrase & Tags
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Form Groups - Creating & Sharing within your Organization
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Import your Contact list to the Address Book
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Inviting your Brokerage Members
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Removing a Member of your Brokerage
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Rename Submission Plan
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Set Your Brokerage Up With repree's Back Office Solution
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Transaction Managers - Setting or Changing Reviewers
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Transaction Viewer
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Transaction Viewer - Adding a Transaction
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Transfer Members between Org Units
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Upload Brokerage Logo
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Document Management for Admins
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Assisting your Agents with Transactions
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Create Submission Plan or Activities Checklist
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Manage your review group
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Additional Submission Features for Transaction Managers
Created by
Saransh Singh
Last updated:
Sep 24, 2019
by
Carlo
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Complete, Accept and Return buttons along with dragging and dropping documents into activities makes working with your agents' submissions fast and easy.
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