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Transaction Desk: Advanced (Non-CE)

  • Transformation Title & Escrow 1811 Memorial Circle Clarksville, TN, 37043 United States (map)

This 3 Hour Non-CE course is hosted by Sweet Home Realty & Property Management, and held at Transformation Title & Escrow.

#1: CREATE TEMPLATES

This section will show you how to create and use Checklists & Templates.

  • Create Template

  • Add Checklist

  • Add Contacts

  • Add Documents & Forms

  • Attach to Teams/Sharing

  • Add a Template to a new Transaction

  • Add a Template to an existing Transaction

#2: AUTHENTISIGN LAYOUTS

This section will demonstrate how to add your own documents and effectively use them with Layouts in Authentisign.

  • Creating Layouts

  • Applying Layouts

#3: SPECIFY ADDITIONAL SIGNING OPTIONS

This section describes how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options.

  • Update your e-signature for pre-signing documents

  • Update the name of the signing

  • Set an expiration date for the signing

  • Set an automated signing reminder

  • Update the New Authentisign ID position

  • Clear signing fields and markups

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NAR Code of Ethics

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July 21

Transaction Desk: Basic