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Managing statuses

Managing statuses

As an admin, you now have the ability to change the status of the Buyer Agreement listing to Finalize which will remove the completed buyer agreements from the active listing list.

 

When an agent submits a buyer agreement, complete the following steps:

  1. Go to Action Items > New listings created by agents

     

  2. Edit the new listing

     

  3. Create a buyer agreement from the agent’s listing

    Once the listing status of the agent is changed to active, the agent will then have the ability to change their status to ‘'Finalize’'

  4. The Finalized buyer agreement will now be listed in Action Items > Finalized Buyer Agreement submitted to the Admin

     

     

  5. To finalize the listing, select the status hyperlink

     

  6. And select Finalize

     

The buyer agreement listing will no longer be active in the listing files.

 

 

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